AMD is expected to launch a refreshed MI300 AI accelerator with HBM3E memory this year followed by the Instinct MI400 in 2025.
It seems like AMD is starting to gear up for new AI-focused launches in the upcoming period, as the firm is rumored to introduce a "refresh" model of their original Instinct MI300 AI GPU, upgrading the onboard memory to the latest HBM3e standard.
This means that the "revamped" MI300 will mark AMD's transition to the newer standard, as the firm's previous releases were based on the relatively older HBM3. This news comes from @Kepler_L2, and from what it is disclosed, the upcoming AI GPU could prove to be an excellent price-to-performance product.
While we are unaware of specific details of the upcoming SKU, the inclusion of HBM3e seems like a great addition since the industry competitors are transitioning to the standard. NVIDIA has already released the Hopper GH200, which features HBM3e, & it is the only AI GPU in the market to come with the memory type.
For a quick rundown, the HBM3e memory standard offers a 50% faster speed up over the existing HBM3 standard, delivering up to 10 TB/s bandwidth per system and 5 TB/s bandwidth per chip with memory capacities of up to 141 GB.
Kepler does note the fact that AMD's refreshed Instinct MI300 GPU will be designed to tackle NVIDIA's upcoming Blackwell B100, and despite being a generational upgrade, it is said that the new MI300 will be the superior option as it will provide a better value to its clients. The B100 will also employ an HBM3e memory solution, but it would be a more pricer model, which is why AMD could potentially gain traction in this mid-to-high segment in the AI industry.
Apart from the new MI300, AMD is also rumored to release their
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