AMD launched its new Instinct MI300X not too long ago, featuring up to 192GB of HBM3 memory with 5.3TB/sec of memory bandwidth, but now the next-gen Instinct MI400X is being teased for 2025.

AMD's new Instinct MI300X AI GPU (source: AMD)
AMD's next-gen Instinct MI400X should be based on the next-gen CDNA 4 GPU architecture and upgraded HBM3e memory, which is faster than the HBM3 used on Instinct MI300X. According to leaker Kepler in a new post on X, AMD will reportedly also have a refreshed MI300 that should also feature HBM3e memory.
NVIDIA has its current-gen Hopper H100 AI GPU on the market with HBM3 memory, but its beefed-up H200 AI GPU features the new ultra-fast HBM3e memory, and its next-gen Blackwell B100 AI GPU is expected to debut with HBM3e later this year, after being unveiled at the GPU Technology Conference (GTC) event in March.
- Read more: AMD Instinct MI300X: new AI GPU with 192GB of HBM3 at 5.3TB/sec bandwidth
- Read more: NVIDIA: next-gen B100 AI GPU 'supply constrained, demand far exceeds supply'
- Read more: NVIDIA H200 AI GPU: up to 141GB of HBM3e memory with 4.8TB/sec bandwidth
AMD's next-gen Instinct MI400X will take the AI GPU battle directly to NVIDIA and its next-gen Blackwell B100 AI GPU, where we should expect major upgrades in AI performance from both new AI accelerators. HBM3e memory offers a 50% increase in speeds over HBM3, with up to 10TB/sec of memory bandwidth per system and 5TB/sec of memory bandwidth per chip, with memory capacities of up to 141GB HBM3e memory per GPU.
However, AMD's upcoming Instinct MI300 refresh will be a refreshed fighter against H200 and B100 from NVIDIA. Kepler says: "there will (be) an MI300 refresh with HBM3e. Also B100 is expensive as, so MI300 still has an advantage in cost".