In the face of Nvidia’s clear leadership in the field of AI hardware, the Blackwell GPU architecture, AMD has made strategic acquisitions to increase its competitiveness. The company’s recent acquisitions of Brium, Silo AI, Nod.ai and Untether AI engineering teams focus particularly on software infrastructure, inference performance and chip design.

AMD acquired critical AI companies to get closer to Nvidia!

With these acquisitions, AMD’s main goal is to close the performance gap and ecosystem gap between the Instinct GPU series and Nvidia’s Blackwell accelerators. This difference directly affects AMD’s position in the market, especially for enterprise customers looking for high efficiency in data center and AI workloads.

The Brium acquisition, which the company describes as an “important step”, draws attention with its compiler technology and end-to-end AI inference optimizations. Brium’s software expertise can make AMD’s AI solutions less affected by hardware dependency. This can enable Instinct GPUs to work more flexibly and optimized on different platforms.

AMD’s other acquisitions are similarly software-focused. Nod.ai is known for its open source AI solutions. Silo AI, as one of the largest private AI labs based in Europe, can provide additional contributions in the areas of model development and implementation.

The addition of the Untether AI engineering team to AMD aims to strengthen its hardware know-how. However, with this transition, Untether AI’s existing customers were left without product support. AMD does not seem to have made a public statement about this transition process.

All these moves show AMD’s desire to accelerate its breakthrough in the AI ​​field. However, the company is still not a leader in terms of the AI ​​software ecosystem. Nvidia’s vertical integration with CUDA, TensorRT and its extensive software toolkit continues to be its biggest advantage in the market. Whether AMD can close this gap with the companies it acquires will become clear depending on the performance and software support of the upcoming hardware generations.