Benchmarking NVIDIA: AMD launches MI440X to seize the enterprise-level AI data center market

Wallstreetcn
2026.01.06 07:00
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AMD launched the new MI440X chip for enterprise data centers at CES and showcased the Helios system based on the MI455X, aiming to further challenge NVIDIA's dominance in the AI hardware market. The company demonstrated its ongoing commitment to the AI computing market and its determination for growth by partnering with OpenAI and previewing the MI500 series, which is expected to see a thousandfold performance increase by 2027

AMD is trying to further break NVIDIA's monopoly in the AI hardware market by launching a new chip for enterprise data centers, the MI440X, thereby consolidating its role as a major challenger in the market.

According to Bloomberg, during the keynote speech at the CES trade show, AMD CEO Lisa Su not only unveiled the MI440X for small enterprise data centers but also highlighted its top product, the MI455X, and related systems. Su emphasized that the current pace of AI innovation is astonishing, and the market demand for computing power is far from being met, indicating that the company's layout in this field has just begun.

This latest move not only enriches AMD's product matrix but also directly responds to investors' expectations for it to expand its market share and carve out a piece of NVIDIA's multi-billion dollar orders. Over the past few years, AMD has successfully created billions of dollars in new business through AI chips, and this release aims to maintain that growth momentum while demonstrating the differentiated competitiveness of its products to investors.

Additionally, OpenAI co-founder Greg Brockman appeared to support the partnership, and Su previewed the MI500 series processors set to launch in 2027, promising a significant leap in performance, showcasing the company's confidence in its future technology roadmap.

Targeting the Enterprise and High-Performance Market

AMD is adding a new member, the MI440X, to its existing product line, aiming to penetrate the enterprise market. This chip is designed for smaller enterprise data centers, allowing customers to deploy local hardware and store data within their own facilities, compatible with existing compact computers. This provides a new option for businesses that have high data privacy requirements and do not fully rely on large cloud services.

Meanwhile, Su claimed that systems based on the top chip MI455X represent a leap in capability. The Helios system, designed based on the MI455X and the new Venice central processing unit, is expected to be launched later this year. This high-end combination aims to meet the most demanding computing needs, directly competing with the highest standards in the industry.

Challenging NVIDIA's Market Dominance

The market widely views AMD as NVIDIA's closest competitor in the AI chip field. Investors have driven up AMD's stock price, eagerly hoping to see greater progress in securing a larger share of NVIDIA's multi-billion dollar orders, thereby justifying its high valuation.

Su echoed the views of U.S. tech executives, including those from NVIDIA, stating that the AI wave will continue due to the benefits it brings and the enormous demand for computing power. Su stated, "The computing power we may have is far from sufficient to meet our needs; the pace and speed of AI innovation over the past few years have been incredible. We are just getting started."

OpenAI's Endorsement: Previewing a Thousandfold Performance Leap in 2027

To showcase ecosystem support, OpenAI co-founder Greg Brockman joined Su on stage to discuss their partnership with AMD and future system deployment plans. Both parties expressed a shared belief that future economic growth will be closely tied to the availability of AI resources Regarding long-term planning, Lisa Su previewed the MI500 series processors set to debut in 2027. According to Lisa Su, the performance of this series will reach 1,000 times that of the MI300 series launched in 2023. This aggressive technology roadmap aims to assure the market of AMD's continued innovation capability in long-term competition