At a product unveiling event this morning in San Francisco, AMD announced updates to its 4th Gen EPYC “Genoa” 5nm data center CPUs and released additional details on its MI300X GPU accelerator for generative AI. The event included keyote remarks from AMD Chair and CEO Lisa Su, who said AI represents the most significant strategic opportunity for the company, a market AMD expects to grow from $30 billion this year to $150 billion by 2027, a CAGR of 50 percent. Notwithstanding the extensive comments from Su and several of her senior managers this morning about the exploding AI market, they mention GPU market dominator NVIDIA. Though it was obvious by implication that AMD is mounting a major effort to grab GPU market share. On the CPU side, AMD Introduced 4th Gen AMD EPYC 97X4 processors, codenamed “Bergamo,” with 128 Zen 4c cores per socket. AMD said the chips offer the greatest vCPU density and performance for cloud applications, provide up to 2.7x better energy efficiency and support up to 3x more containers per server. In her keynote, Su said Bergamo is the company’s first chip designed specfically for cloud applications.