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AMD expects its data-center business to double next year, driven by the MI450 accelerator ramp and Helios deployments with Meta and OpenAI. The company raised its 2030 AI addressable market to $2 tri…
AMD is accelerating AI adoption via MI355X deployments with partner Humain and revealing Ryzen AI Halo. Independent benchmarks show MI355X achieves approximately 80% of Nvidia B200 inference throughp…
AMD highlighted its vision for personal AI computing at its IFA keynote, focusing on new hardware running large models locally and expanding partnerships with Microsoft and SUSE.
AMD unveiled its personal AI roadmap at IFA Berlin, introducing high-memory Ryzen AI Halo platforms, the Threadripper Halo Station workstation with MI350P accelerators, and collaborations with Micros…
Tiger Global reduced its Alphabet stake by 45.4% while opening a new position in AMD during Q2. The move highlights a strategic rebalancing from mega-cap AI platforms toward AI chip suppliers benefit…
AMD teamed up with Cisco and HUMAIN to launch an AI infrastructure platform in Saudi Arabia. Featuring Instinct MI355X GPUs and EPYC CPUs, the multi-year deal targets 1 gigawatt of capacity by 2030, …
AMD, Cisco, and Saudi Arabia's HUMAIN launched a live AI data center powered by AMD Instinct MI355X chips. The facility is actively serving commercial clients, demonstrating rapid deployment capabili…
AMD secured a landmark deal to power Europe's largest AI factory, LUMI-AI, in Finland. The supercomputer will feature next-gen Instinct MI430X accelerators and sixth-generation EPYC processors, reinf…
AMD and Cisco launched a live AI platform in Saudi Arabia with HUMAIN, deploying Instinct MI355X GPUs and EPYC CPUs. The partnership targets adding 250MW by 2027 and scaling up to 1GW by 2030, signif…
Article details fierce competition between Micron and SK hynix in AI memory (HBM), a critical bottleneck for NVIDIA and AMD's AI chips. Both memory makers show strong margins and demand visibility, r…
Nvidia (NVDA) announced its Vera CPU is accelerating its own chip design workflows, creating an internal efficiency loop. While a significant engineering win, market concerns regarding AI demand sust…
AMD unveiled next-gen AI chips (MI450, EPYC Venice) with major deals from Microsoft Azure and Anthropic, including a $5B investment. This strengthens AMD's position as a viable Nvidia alternative in …
AMD and Meta announce a five-year $60 billion AI chip partnership, with AMD supplying GPUs and processors, and Meta potentially acquiring a 10% stake tied to milestones.
Nvidia partners with OpenAI, investing up to $100 billion to expand AI data centers, boosting its AI chip dominance amid easing U.S.-China trade tensions. Semiconductor stocks, including AMD and Inte…