Alibaba weighs large order of AMD artificial intelligence accelerators

Alibaba is reportedly considering a sizable purchase of AMD's latest artificial intelligence GPUs, signaling potential new momentum for the chipmaker in China's data center market.

Chinese technology company Alibaba is considering placing a significant order for advanced artificial intelligence hardware from Advanced Micro Devices, according to a report from MLex cited by Seeking Alpha. The move would position Alibaba as a major customer for AMD’s newest data center accelerators at a time when demand for high performance chips to power artificial intelligence workloads remains elevated.

The report said the tech giant could order somewhere between 40,000 and 50,000 of AMD’s MI308 artificial intelligence accelerators, citing unnamed sources familiar with the discussions. The potential deal would represent one of the larger known prospective deployments of AMD’s artificial intelligence GPUs by a Chinese cloud provider, highlighting Alibaba’s continued investment in computing infrastructure for artificial intelligence and cloud services.

The article did not specify a timeline for when Alibaba might finalize or receive such an order, and it noted only that the discussions were under consideration rather than completed. While the report centers on Alibaba and AMD, it situates the talks within the broader competitive landscape for artificial intelligence chips, where multiple global technology firms are racing to secure access to high performance accelerators for data centers and advanced computing tasks.

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