After the US slapped restrictions on the sale of AI accelerators into China, Nvidia – and later Intel – launched nerfed versions of their silicon that could be shipped to the Middle Kingdom without Uncle Sam blowing his stack. Now AMD is working on an export-compliant processor of its own to sell overseas.
"China is a very important market for us, certainly across our portfolio, as we think about certainly the accelerator market," AMD CEO Lisa Su told analysts during the Ryzen maker's"Our plan is to of course be fully compliant with US export controls, but we do believe there's an opportunity to develop a product for our customer set in China that is looking for AI solutions, and we'll continue to work in that direction.
What this accelerator might look like, Su didn't specify. However AMD, like Intel, has more than a few options for addressing the Chinese market. The American chip designer's current AI roadmap includes APUs, GPUs, FPGAs, and embedded accelerators like those found in Ryzen 7040 mobile processors. What we do know is that US export restrictions implemented last year placed limits on the interconnect bandwidth of these cards at no more than 600GB/sec. This refers to the speed at which the accelerators can exchange data – an important factor when training parameter-heavy AI workloads like large language models.
The limits barred the sale of top-spec US-made GPUs and accelerators – including Nvidia's A100, Intel's Gaudi2, and AMD's MI250X, into China.
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