This could be quite telling, as IBM had previously been using Nvidia for it’s internal cloud AI research.

IBM has selected AMD to provide AI accelerators for the IBM Cloud. This is another milestone for AMD, which needs cloud adoption to achieve its goals. And IBM adds security and credibility with IBM watsonx as the two companies collaborate to help IBM clients transform their business with AI.

“As enterprises continue adopting larger AI models and datasets, it is critical that the accelerators within the system can process compute-intensive workloads with high performance and flexibility to scale,” said Philip Guido, executive vice president and chief commercial officer, AMD. “AMD Instinct accelerators combined with AMD ROCm software offer wide support including IBM watsonx AI, Red Hat Enterprise Linux AI and Red Hat OpenShift AI platforms to build leading frameworks using these powerful open ecosystem tools. Our collaboration with IBM Cloud will aim to allow customers to execute and scale Gen AI inferencing without hindering cost, performance or efficiency.”

Clearly, the AMD MI300’s larger 192GB memory footprint offers support for the largest model inferencing and fine tuning. The large memory capacity can also help customers run larger models with fewer GPUs, potentially lowering costs for inferencing.

Offering AMD Instinct MI300X accelerators as a service on IBM Cloud Virtual Servers for VPC, as well as through container support with IBM Cloud Kubernetes Service and IBM Red Hat OpenShift on IBM Cloud, can help optimize performance for enterprises running AI applications.

Disclosures: This article expresses the author’s opinions and should not be taken as advice to purchase from or invest in the companies mentioned. Cambrian-AI Research is fortunate to have many, if not most, semiconductor firms as our clients, including Blaize, BrainChip, Cadence Design, Cerebras, D-Matrix, Eliyan, Esperanto, Flex, GML, Groq, IBM, Intel, NVIDIA, Qualcomm Technologies, Si-Five, SiMa.ai, Synopsys, Ventana Microsystems, Tenstorrent and scores of investment clients. I have no investment positions in any of the companies mentioned in this article and do not plan to initiate any in the near future. For more information, please visit our website at at https://www.cambrian-ai.com

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