AMD’s AI chips are coming for Nvidia — but how quickly?

AMD says the MI325X, shipping Q4, will beat Nvidia’s H200. But Nvidia seems a step ahead; it’ll ship “several billion dollars” of its next-gen Blackwell B200 GPU in Q4, too. AMD says its Blackwell competitor, the MI355X, won’t arrive till 2H 2025.

AMD isn’t talking price, but told us it’ll undercut Nvidia when it comes to total cost of ownership.