Lenovo Seeing Record Demand for AMD's New AI Accelerators Amid Fierce Competition in Lucrative Enterprise AI Server Market
• Demand for AMD's new Instinct MI300 AI accelerators setting records according to Lenovo
• Competition heating up in AI server market - AMD and Intel chipping away at Nvidia's dominance
• Lenovo plans to offer customers wide selection of hardware options, including Nvidia, AMD, Intel
• Enterprise inference seen as $10s of billions market opportunity
• Lenovo relationship with Nvidia could strain in short term but more competition seen as good long term