Keeping up with growing business demands on aging infrastructure is a daily challenge for IT managers. When old infrastructure can't keep pace, productivity slows and the risk of downtime increases. It's time to rethink what modern servers can deliver.Whether you're refreshing aging infrastructure or evaluating new options, there is a smarter choice. Modernize your data center with AMD EPYC 9000 Series server CPUs and choose 16 to 64 core configurations for your general IT workloads. AMD EPYC 9000 Series se ...

In this piece, we discuss the 8 Best AI Infrastructure Stocks to Invest In.As of March 26, 2026, the debate around artificial intelligence infrastructure has moved from whether there will be sufficient need to invest in the space to whether there will be sufficient physical capacity to meet the need in a timely manner.Amazon, Microsoft, Alphabet, and Meta alone are projected to invest more than $630 billion in data centers and AI chips in 2026, according to a March 26, 2026, Reuters Breakingviews report. Th ...

Great security is an ecosystem. Hear how AMD and ISV partners bring AI-powered endpoint security use cases directly onto the PC. Discover more: https://www.amd.com/en/products/processors/business-systems.html Follow us on AMD Enterprise LinkedIn: https://www.linkedin.com/showcase/amd-enterprise/ Follow us on AMD Channel Partner LinkedIn: https://www.linkedin.com/showcase/amd-channel-partners/ *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Gaming Discord Server: https://discord.gg/amd-gaming Vis ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Goldman Sachs AI Stocks: Top 12 Stocks to Buy. On March 23, 2026, Bloomberg reported that a South Korean AI startup, Upstage, is in talks with Advanced Micro Devices, Inc. (NASDAQ:AMD) about purchasing 10,000 MI355 AI accelerators to improve its domestic compute capacity and diversify beyond existing Nvidia chips. During a meeting in Seoul, CEO Sung Kim addressed the prospective procurement with AMD CEO Lisa Su. Upstage is competing in a government- ...

Core Insights - Advanced Micro Devices (AMD) experienced a 50% year-over-year increase in gaming revenues, reaching $843 million in Q4, driven by higher semi-custom sales and strong demand for the Radeon RX 9000 series GPUs [1][9] - However, sequentially, gaming revenues fell by 35% due to lower semi-custom sales, and AMD anticipates a significant double-digit percentage decline in semi-custom SoC annual revenues by 2026, which will negatively impact gaming revenues [1][9] Financial Performance - AMD expects a 5% sequential decline in total revenues for Q1 2026, attributed to seasonal declines in the Client, Gaming, and Embedded segments [2] - Year-over-year, total revenues are projected to increase by 32%, driven by growth in the Data Center and Client and Gaming segments, with a consensus estimate of $9.84 billion for Q1 2026 [2] - The consensus estimate for total revenues in 2026 is $45.37 billion, indicating a 31% growth over 2025 [2] Product Developments - AMD launched the Ryzen 7 9850X3D, the fastest gaming processor, utilizing Zen 5 architecture and AMD 3D V-Cache technology [3] - The introduction of FSR "Redstone," an advanced AI-powered upscaling technology for Radeon graphics cards, aims to enhance image quality and frame rates for gamers [3] - The new Ryzen AI 400 Series processors are expected to bolster the Client and Gaming business, enabling OEMs to offer next-generation AI PCs [4] Competitive Landscape - AMD faces significant competition from NVIDIA and Intel in the gaming sector [5] - NVIDIA's gaming revenues rose 47% year-over-year to $3.73 billion in Q4 2026, reflecting strong demand across various segments [6] - Intel's launch of the Core Ultra Series 3 processors, which are AI-first platforms, is expected to accelerate AI adoption and enhance gaming performance [7] Stock Performance and Valuation - AMD shares have declined by 8.4% year-to-date, outperforming the broader Zacks Computer and Technology sector, which fell by 10.5% [8] - AMD's stock is considered overvalued, with a forward 12-month price/sales ratio of 6.52X compared to the sector's 5.56X, and it holds a Value Score of D [12] - The Zacks Consensus Estimate for 2026 earnings is $6.61 per share, suggesting a 58.5% growth from 2025 [14]

Group 1: Investment Opportunities in AMD - AMD is expected to capitalize on the growing demand for data center CPUs, driven by the rise of agentic AI, which will require more CPUs for enhanced logic and workflow management [4] - The company has established two significant GPU partnerships, with initial deployments anticipated in the second half of 2026, which could lead to strong earnings guidance [5] - AMD's current supply constraints in CPUs due to increasing demand are likely to result in higher prices, further enhancing its investment appeal [4] Group 2: Investment Opportunities in Broadcom - Broadcom is positioned to benefit from a substantial growth opportunity in AI infrastructure, with projections of $100 billion in sales from custom AI chips by fiscal 2027 [6] - The company has secured a $21 billion order for Alphabet's Tensor Processing Units (TPUs), which it will deliver later this year, highlighting its strong market position [6] - Broadcom's networking business is expected to experience significant growth as the demand for networking components, such as Ethernet switches, increases alongside AI chip sales [7]

Zen 6 是 AMD 的下一代 CPU 架构，预计将于 2027 年发布，其旗舰级数据中心产品最高可达 256 个核心。Venice将采用 AMD 即将推出的 SP7 插槽，并且相比 Turin，内存带宽将有显著提升。该 架构的一大亮点是 Zen 6 和 Zen 6c 的核心数量均大幅增加。据报道，Zen 6 的核心将分别位于 12 核 CCD 和 32 核 CCD 中。此外，AMD 据称还将 Zen 的 L3 缓存容量提升至 48MB。 我们尚未听到任何关于代号为 Olympic Ridge 的消费级 Zen 6 架构的官方消息。以往，AMD 通常 会先推出消费级产品，然后再将注意力转向数据中心领域。然而，该公司目前只承诺在 2026 年发布 Venice 架 构 ， 而 没 有 承 诺 发 布 Olympic Ridge 架 构 ， 因 此 我 们 可 能 会 先 看 到 Epyc 芯 片 ， 因 为 AMD 试图抓住数据中心需求复苏的机遇。 1.3 倍线程密度和 1.7 倍性能 公众号记得加星标⭐️，第一时间看推送不会错过。 这六份测试清单至少包含三种不同核心数的CPU，分别在代号为Congo、Ken ...

以下文章来源于凤凰网科技 ，作者凤凰网科技 凤凰网科技 . 凤凰科技频道官方账号，带你直击真相。 本文来自微信公众号： 凤凰网科技 ，作者：凤凰网科技，编辑：董雨晴 近期，有市场消息称内存条迎来了价格"闪崩"，主流DDR5内存条跌幅从几百元到上千不等。 3月30日，凤凰网科技在多个网店平台咨询发现，价格下跌并不是普遍行情。有网店客服表示，"的 确有下跌，但只是非常小幅度的下调"。闲鱼平台的行情显示，DDR5的7日成交均价为1000元，较上 周跌幅80元，DDR4的7日成交均价为415元，较上周上涨了30元。 有分析认为，此轮价格小幅下降，是市场供需关系和囤货心态的共同作用，而不是真正的供需扭转。 然而，情绪起落背后，是人们对这轮存储芯片涨价潮究竟会持续多久的诘问。曾有人认为拐点会在今 年下半年出现，但全球NAND闪存控制芯片龙头慧荣科技（Silicon Motion）总经理苟嘉章却给出了 截然不同的判断，其认为"2026年是缺货涨价很痛苦的一年，但绝对不是最糟糕的，明年2027年才是 最糟糕。" 1995年，苟嘉章在美国硅谷创立了慧荣，其也是中国台湾地区第一家在美国挂牌的IC设计公司。作 为连接存储晶圆厂与终 ...

Advanced Micro Devices (NASDAQ: AMD) stock hasn't been doing well this year. Thus far, it has declined by 8% after what was a terrific performance in 2025, when it skyrocketed by 77%. Investor excitement has cooled, as AMD's growth rate remains high at more than 30%, but perhaps not enough to justify its valuation. Currently, its market cap is around $320 billion. The company has been showing signs of progress with its growth rate accelerating in recent years, but it may need to do more to continue to win ...

Advanced Micro Devices (AMD) stock just flashed a red signal investors haven’t seen in years. For the first time in about three years, the stock’s valuation has effectively reset below recent annual figures, underscoring a clear shift in sentiment. The semiconductor giant’s price-to-earnings ratio has slipped to about 76, per GuruFocus, behind year-end readings of 77 in 2022, 278 in 2023, 120 in 2024, and 80 in 2025. That obvious break in the pattern points to investors being clearly in "show-me" mode i ...