AMD’s MI455X offers 432 GB HBM4 vs Nvidia’s 288 GB in AI chips
AMD and Nvidia are competing in AI data centers with their latest GPUs: the Instinct MI455X (432 GB HBM4) and Vera Rubin NVL72 (288 GB HBM4). The memory gap—50% more in AMD’s chip—is the only concrete figure both vendors agree on, but everything else is wrapped in vendor claims and analyst estimates. Nvidia’s Vera Rubin NVL72 is already generally available on Oracle Cloud and in full production,…
Key points
- AMD’s MI455X GPU has 432 GB HBM4 vs Nvidia’s Vera Rubin NVL72 at 288 GB, a 50% memory advantage
- Nvidia’s Vera Rubin NVL72 is generally available on Oracle Cloud, while AMD’s Helios rack is expected in volume only in 2027
- No official pricing or independent benchmarks exist for either chip, relying on vendor claims and analyst estimates
The key difference lies in memory capacity: AMD’s MI455X supports 432 GB of HBM4 per GPU, compared to Nvidia’s 288 GB, which could reduce GPU sharding needs for large models. However, Nvidia’s NVLink 6 fabric and CUDA ecosystem give it an edge in software maturity and availability. Both companies have named hyperscalers—Meta, Microsoft, and OpenAI for AMD; Oracle, Google Cloud, and AWS for Nvidia—but no official pricing or independent benchmarks exist yet. AMD’s MI430X, targeting sovereign AI and HPC, offers 288 TFLOPS of FP64 performance, while Nvidia’s Rubin platform focuses on AI-reasoning metrics. The choice depends on workloads: Nvidia for immediate deployment, AMD for memory-bound inference pilots in 2027.
The story so far
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AMD vs Nvidia AI Chips: 432 GB vs 288 GB
shattered.io · 27 October 2026
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