AMD Undercuts Nvidia on Price for AI Accelerators, But Trails in Software Support
• AMD's MI300X AI accelerators cost $10K-$15K apiece, much less than Nvidia's H100 that has peaked beyond $40K • Nvidia can charge up to 4X more due to high demand and optimized CUDA software stack • AMD expects over $3.5B in data center GPU sales, but analyst estimates it could reach $5B-$8B by 2025 • AMD has supply available though Nvidia has 52-week wait times showing overwhelming demand • AMD attracting clients with lower MI300 pricing, but most AI workloads optimized for Nvidia CUDA currently