AMD Q1 Earnings Face-Off] "Early customer feedback [for the Instinct MI400] has been very positive, marking a major step forward in our Instinct roadmap and significantly expanding our AI accelerator [total addressable market] as customers plan broader Instinct deployments to power a larger share of their AI infrastructure," AMD CEO Lisa Su said on her earnings call last month. AMD and Nvidia have been long-time rivals, but competition between the two companies kicked into overdrive when the latter a few years ago began to see its data center business grow by major leaps thanks to its GPUs being adopted for generative AI development. Forrest Norrod, the head of AMD's data center solutions business unit, told CRN last year that he believes Nvidia decided to accelerate its GPU road map to an annual release cadence in response to increasing competition, particularly from AMD.