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AMD focus on MI300X upside, Wells Fargo says; Intel focus on 18A, Gaudi ramp
The focus on AMD is squarely on upside related to its MI300X accelerator chips, analysts led by Aaron Rakers wrote in an investor note. They see a path towards AMD generating $8B in revenue from ...
AMD signs huge multi-billion dollar deal with Oracle to build a cluster of 30,000 MI355X AI accelerators
AMD targets Nvidia’s Blackwell with upcoming Instinct MI355X accelerator Oracle plans massive 30,000-unit MI355X cluster for ...
CRN1y
AMD Eyes AI, Cloud Expansion With Instinct MI300X, EPYC 97X4 Chips
At Tuesday’s event, the chip designer revealed the second chip to come from its Instinct MI300 series: the MI300X, which AMD said provides better efficiency and cost savings for running large ...
Seeking Alpha1mon
AMD's AI Roadmap Is More Promising Than Most Realize
AMD's data center business, driven by AI, is experiencing significant growth, positioning it well in the competitive market. The MI300x chip series and ROCm software suite are enhancing AMD’s ...
Seeking Alpha1mon
Wall Street Is Sleeping On AMD's AI Inference Boom
Meta Platforms runs all Llama inference workloads on Advanced Micro Devices, Inc.’s MI300X, validating its 192GB HBM3 memory and cost-efficiency over Nvidia Corporation. AMD’s data center ...
TechRadar1mon
Yay, you can now use AMD's fastest ever GPU - AMD's Instinct MI325X AI accelerator has 256GB memory and can run Crysis (sort of)
Private cloud provider Vultr is the first to deploy the AMD Instinct MI325X The move beats the likes of Google and Microsoft to the punch Vultr previously purchased thousands of Instinct MI300X AI ...
GIGAZINE12d
AMD releases proprietary visual language model 'Instella-VL-1B,' trained on AMD GPUs to achieve competitive performance
It was trained using AMD's generative AI GPU, the AMD MI300X, and AMD described Instella-VL-1B as 'a testament to AMD's commitment to advancing open source AI technology in multimodal AI.' ...
The Motley Fool1mon
AMD Record Growth Driven by Data Center
utilizing Instinct MI300X accelerators, and the introduction of Ryzen AI Max and PRO-series processors. In projecting AMD’s outlook for Q1 2025, management forecasts approximately $7.1 billion ...
Yahoo Finance24d
Dr Lisa Su broadens AMD's developer credit program — Hot Aisle to serve as pilot provider
has been pushing hard on Dell and AMD since July 2024 to provide developer credits on its AMD MI300X and Dell hardware so that customers can try out them out for free. However, it seems that the ...
Computing5mon
AMD announces 288 GB Instinct MI325X GPU in challenge to Nvidia
Whereas the MI300X sports 192 GB of HBM3 high-bandwidth memory and a memory bandwidth of 5.3 TBps, the MI325X features up to 288 GB of HBM3e and 6 TBps of bandwidth, according to AMD.
Nasdaq16d
Advanced Micro (AMD) Down 9.2% Since Last Earnings Report: Can It Rebound?
Dell Technologies started offering MI300X as part of its AI factory solution suite. DELL is providing multiple ready-to-deploy containers through its Dell Enterprise Hub on Hugging Face.