AMD Instinct
The only merchant-market alternative to NVIDIA at scale. Strong on memory capacity per package, which is why it lands disproportionately in inference fleets, and the anchor of the US Department of Energy's exascale machines.
AMD Instinct over time
Installed compute in zettaFLOP/s, log scale, 2008 → present. A straight line on this axis means steady exponential growth; the slope is the doubling rate. History before the 2026 anchor is reconstructed — see the methodology.
Epoch AI fleet estimate x AMD share, converted at dense BF16.
~750k H100-equivalents across MI300X, MI325X and MI350X.
Overlap treatment: Instinct datacenter parts only; Radeon gaming cards are in the consumer GPU line.
Growth: compounding at 3.40× a year (6.8-month doubling) between published vintages.