AMD, following the example of Nvidia, is also developing options for computing accelerators specifically for the Chinese market. In accordance with United States export regulations, both chipmakers cannot supply their advanced designs to Chinese customers. To circumvent these restrictions, companies reduce their productivity by releasing a separate “anti-sanction” version. The US Department of Commerce considered one of these new AMD products to be too powerful, which is why the “reds” will not be able to freely supply it to the Chinese market.
According to Bloomberg, AMD has prepared a separate version of the Instinct MI300 accelerator for customers from China. It's called the Instinct MI309 and offers less performance than the version sold in other parts of the world. However, the resulting level of performance did not satisfy the US Department of Commerce, which is why the company will have to obtain a license from the Bureau of Industry and Security to supply it to China. It is unclear whether AMD will decide to apply for this license.
In the computing accelerator segment, AMD is significantly inferior to Nvidia in market positions. Amid the hype around artificial intelligence, Jensen Huang's team regularly updates quarterly revenue records, for example, it completed the last quarter with $22.1 billion. At the same time, AMD relatively recently began shipping Instinct MI300 accelerators and expects to sell them for $3.5 this year billion.
Source:
Bloomberg