AMD made key acquisitions to close the widening gap between its Instinct GPUs and Nvidia's Blackwell accelerators - but will it be enough?

• AMD is aggressively acquiring talent to bridge the Instinct and Blackwell GPU performance gap
• Brium’s compiler expertise could help AMD accelerate inference without hardware-specific dependencies
• Untether AI's team joins AMD, but existing customers are left without product support

AMD’s recent moves in the AI sector have centered around strategic acquisitions aimed at strengthening its position in a market largely dominated by Nvidia.

These include the acquisitions of Brium, Silo AI, Nod.ai, and the engineering team from Untether AI, each targeted at bolstering AMD’s AI software, inference optimization, and chip design capabilities.

The goal is clear: narrow the performance and ecosystem gap between AMD’s Instinct GPUs and Nvidia’s Blackwell line.

Calculated acquisitions amid a competitive ecosystem

AMD described the acquisition of Brium as a key step toward enhancing its AI software capabilities.

“Brium brings advanced software capabilities that strengthen our ability ...