AMD releases new AI chip MI325X to challenge NVIDIA's Blackwell chips, which are still being sold out over the next 12 months. (Preliminary summary: AMD's acquisition of ZT "possessed Huida"! Morgan Stanley: Three Taiwanese manufacturers Quanta, Hon Hai and Wiwing will benefit) (Background supplement: Nvidia was involved in "concealing miners' purchases of GPUs" in revenue of over US$1 billion. The U.S. Department of Justice and SEC support class action lawsuit Huida) In the latest round of product releases, AMD launched a new AI chip "MI325X" on Thursday, the 10th, announcing that it will directly challenge NVIDIA's leadership in the high-end GPU field. This chip is expected to enter mass production at the end of 2024, while NVIDIA's competing product "Blackwell" is expected to go into production early next year. This head-to-head confrontation will undoubtedly allow developers and cloud service providers to compete in the market between the two companies. AMD's new AI chip is launched and is intended to take away NVIDIA's market share. Market demand for high-performance AI chips is surging. With the rapid popularity of generative AI applications such as ChatGPT and Meta's Llama, the market demand for high-performance GPUs continues to rise. Currently, NVIDIA is still the dominant player in this field, with more than 90% market share. Nonetheless, AMD hopes to capture more of the market with its new MI325X chip. AMD CEO Lisa Su pointed out: The inference performance of "MI325X" running the Meta Llama 3.1 model is 40% better than NVIDIA's H200. The software ecosystem has become a major challenge for AMD. NVIDIA has long established a strong ecosystem in the field of AI development through its programming software platform "CUDA", which poses a considerable challenge to AMD. In order to deal with this problem, AMD plans to continue investing resources to strengthen its open source software platform "ROCm", hoping to lower the threshold for developers to switch to AMD platforms and further expand its influence in the AI ​​market. NVIDIA Blackwell orders packed Meanwhile, demand for NVIDIA's Blackwell chips is booming, with analysts at Morgan Stanley noting that production capacity for the next 12 months has already been snapped up. The news boosted investor sentiment, sending NVIDIA shares near all-time highs. Despite competitive pressure from AMD, the market is generally optimistic that NVIDIA will continue to expand its AI processor market share in 2025. The investment community is optimistic about NVIDIA's prospects and raises its target price. Morgan Stanley analysts remain optimistic about NVIDIA, raising its stock rating to "overweight" and setting a target price of $150. Analysts believe that with the rapid development of AI technology, NVIDIA is expected to continue to lead industry innovation in the next decade and consolidate its leadership in high-performance computing. Huida's stock price recently broke out of a long-standing bullish pennant technical pattern, prompting optimistic predictions from Wall Street analysts. Some experts believe that Huida's stock price is expected to exceed $170, and even more aggressive predictions point to a high of $210. Related reports AMD acquires ZT to "poach Huida's foothold"! Morgan Stanley: Three Taiwanese factories, Quanta, Hon Hai and Wiwynn, will benefit. Nvidia was involved in "concealing the purchase of GPUs by miners" and exceeded US$1 billion in revenue. The U.S. Department of Justice and SEC supported the class action lawsuit against Huida. Huang Renxun's "share sale ended" and Huida surged. 4%! Nvidia 4090 is rumored to be discontinued next month, and Taiwan is completely out of stock. "AMD releases new chip MI325X to compete with Huida; but orders for Nvidia Blackwell have exploded in the next year." This article was first published in BlockTempo (Dong District Dong Trend - The Most Influential Powerful blockchain news media).