
AMD's Instinct MI325X accelerator was supposed to compete with Nvidia's H200, but its limited scalability and delays with volume shipments greatly limit its commercial success, according to analysts from SemiAnalysis. One key reason for low interest in the Instinct MI325X is that it does not support rack-scale configurations, and another is the approaching launch of a more competitive Instinct MI355X.
AMD began to ship its Instinct MI355X accelerator for AI workloads in Q2 2020, three quarters after Nvidia initiated shipments of its H200 processors and in time with Nvidia's B200 'Blackwell' GPUs. So far, customers have largely favored Blackwell due to significantly better performance-per-dollar, and it does not look like the situation is going to get considerably better for the MI325X, according to SemiAnalysis.