At Financial Analyst Day 2025, in addition to confirming the Zen 6 and Zen 7 processor core architectures, AMD further unveiled its latest GPU product roadmap for data centers and AI-accelerated computing.
At the same time, AMD also confirmed that it will accelerate the pace of product iteration, with the Instinct MI400 series GPUs expected to be launched in 2026 and the Instinct MI500 series in 2027. This will break NVIDIA's monopoly in the AI computing segment and compete with NVIDIA's products by updating them every year.
Instinct MI400 series: CDNA 5 architecture and HBM4 support
According to information released by AMD, the Instinct MI400 series, expected to launch in 2026, will be built on the new CDNA 5 graphics architecture. Key upgrades will focus on memory and the transmission interface, featuring HBM4 high-bandwidth memory to significantly increase capacity and bandwidth, and achieving higher throughput through an expanded AI format.
In terms of specifications, the new product will be equipped with up to 432GB of HBM4 memory, a display access bandwidth of up to 19.6TB/s, and a horizontal array bandwidth of up to 300GB/s per GPU. Official data shows that the MI400 series will offer 40PF (FP4) and 20PF (FP8) computing performance, and the new architecture will also support standard rack-mount networking technologies, including UALoE, UAL, and UEC.
Two models are available: MI455X and MI430X, both using CoWoS-L packaging.
In terms of product segmentation, the MI400 series will be divided into two products: Instinct MI455X and Instinct MI430X.
• Instinct MI455X:Lock in large-scale AI training and inference workloads.
• Instinct MI430X:Designed for high-performance computing (HPC) and sovereign AI needs, it features hardware-based FP64 computing capabilities and supports a hybrid computing mode of CPU+GPU.
In terms of manufacturing process technology, AMD has also confirmed that in addition to using HBM4, the MI400 series will also switch from the existing CoWoS-S packaging technology to the more advanced CoWoS-L technology to achieve higher chip integration.
The MI500 is scheduled for release in 2027, establishing an annual update schedule.
Looking further into the future, AMD has announced that it will launch the next generation of the Instinct MI500 series in 2027, which is expected to bring a new generation of computing, memory and interconnect capabilities.
AMD reiterated that, in order to gain an advantage in its AI strategy, it will gradually shift to an "annual product release" pace, accelerating the update speed of its data center and AI product lines. This strategy is similar to NVIDIA's current alternating "standard" and "Ultra" version update model, clearly aimed at narrowing the gap with competitors in the rapidly changing AI arms race.
