Advanced Micro Devices (AMD) is set to report its fiscal third quarter earnings after the bell on Tuesday, following a series of massive AI chip deals with the likes of OpenAI (OPAI.PVT) and Oracle (ORCL). Last month, AMD signed a deal to provide OpenAI with up to 6 gigawatts worth of graphics processing units (GPUs) to power its AI data centers. In turn, OpenAI agreed to purchase upwards of 160 million shares of AMD stock, equal to roughly 10% of the company. AMD also inked a deal to team with Oracle an ...

Overview of AMD Embedded Development Framework (EDF) - AMD Embedded Development Framework (EDF) provides a fast path to develop and distribute embedded software components for AMD adaptive SoC and FPGA products [2] - EDF is based on non-proprietary and open-source tools, including a Yocto Project-based build environment, offering a full software stack from Linux and boot firmware to RTOS, hypervisor, bare-metal support, and reference designs [3] - AMD provides pre-configured, feature-rich system images for turnkey evaluation, supporting advanced flows as well as single and multistage boot flows [4] - EDF shortens the journey from evaluation to deployment with prebuilt images, automated flows, and role-based development paths [5] Hardware and Software Setup - The demonstration uses the Versal AI Edge Series Gen 2 VEK385 evaluation board, supporting multistage boot via OSPI and an SD card [7] - The default boot architecture for AMD Versal AI Edge and Prime Series Gen 2 boards (VEK385) is multistage boot [9] - The first stage of multistage boot loads the boot firmware and PLM via OSPI, while the second stage loads the Linux operating system using the SD card [10][11] - The board provides 3 COM ports: one for the processor system (PS), one for the programmable logic (PL), and one for the system controller [15] Demonstration and Testing - The Board Evaluation and Management (BEAM) tool, a web-based GUI, allows monitoring and modifying board parameters and running board tests [18] - The demonstration includes flashing the OSPI boot image and the SD card with the EDF Linux BSP Disk Image [20][21] - The prebuilt image contains an example PL firmware application accessed via the dfx-mgr-client command [23] - A Python script is used to interact with the PL, verifying that the PS and PL were both loaded successfully by reading and writing to block RAM addresses and blinking GPIO LEDs [26]

Overview of AMD EDF Linux Integration and Development - The video demonstrates how to use a prebuilt Yocto Project framework to generate EDF Linux disk images and artifacts for AMD embedded devices [1] - It covers creating custom OS images, ranging from simple Linux builds to complex setups with hypervisors and containers [1] - The process includes setting up the Yocto Project environment, building single-stage and multi-stage EDF Linux disk images, and configuring a QEMU environment for emulation [2][3][4] Key Steps and Procedures - Configuring Git with username and email, and setting up the Yocto Project environment are essential initial steps [6][7] - The Repo tool is used to manage multiple Git repositories for EDF flows [5] - Generating a single-stage boot image for VEK280 involves running specific bitbake commands [11] - Generating a multi-stage boot image for VEK385 requires creating an OSPI binary image and a Common EDF Linux disk image [3][16][17] - QEMU can be used to simulate the generated OSPI and WIC images by merging the two images using the bundled qemuboot-tool [4][20][21] Customization and SDK - Customizing the SDK involves modifying the SDK recipe and building it using bitbake [25] - The resulting SDK install script is placed in the "tmp/deploy/sdk" directory [25] File Sizes and Verification - The bootbin file for VEK280 should be approximately 3 to 4 MB [13] - The edf-linux-disk-image .wic file should be approximately 9 to 10 GB [14] - The edf-versal-2ve-2vm-vek385-sdt-seg-.bin file for VEK385 should be approximately 270 MB [19]

Software Development on AMD Versal SoCs - AMD Embedded Development Framework (EDF) SDK facilitates software application development and deployment targeting AMD Versal adaptive SoCs [1] - The SDK supports cross-development on an x86 host, enabling application and kernel development without direct board access [1] - The SDK can accelerate build tasks compared to on-target building, but its content is fixed, requiring recreation from EDF for updates [1] - On-target development allows package installation from the package feed, offering flexibility [1] - The process involves installing the SDK, cross-compiling applications for Arm architecture, and deploying them to the Versal AI Edge Series Gen 2 (VEK385) evaluation board [4] Kernel Module Development - Kernel modules can be developed and compiled on a host PC and deployed to a Versal evaluation board [1] - Preparing the kernel involves setting the kernel source directory environment variable and creating a unique identifier for the kernel in use [1] - The generated kernel module file can be copied into the kernel module directory of the active kernel on the evaluation board [2] Emulation with QEMU - The SDK provides QEMU scripts for full system emulation of the VEK385 board [2] - Booting QEMU requires the same boot artifacts and disk image used to boot on hardware [2] - Applications can be deployed to the emulated Versal system using QEMU, mirroring on-hardware execution [4]

Core Insights - AMD is experiencing significant growth driven by AI chip demand, strategic partnerships, and strong investor confidence, with a year-to-date stock increase of 115% and a 169% rise in the last six months [2][4][6] Company Overview - Founded in 1969, AMD is valued at approximately $421.4 billion and is a leader in high-performance computing, providing solutions for gaming systems and data centers with its Instinct MI350 GPUs [3][5] Strategic Partnerships - AMD's collaboration with the U.S. Department of Energy (DOE) involves developing two next-gen supercomputers, Lux and Discovery, aimed at advancing AI and high-performance computing capabilities [4][16] - The partnership is backed by $1 billion in investments, positioning AMD as a key player in America's AI infrastructure [4][19] Financial Performance - AMD reported Q2 revenue of $7.7 billion, a 32% year-over-year increase, but adjusted EPS fell 30% to $0.48, leading to a stock decline due to concerns over AI revenue [10][11] - The company anticipates Q3 revenue around $8.4 billion, with analysts projecting a 28.3% year-over-year increase to approximately $8.75 billion [13][15] Market Sentiment - AMD's stock is currently trading at high multiples, around 74.8 times forward adjusted earnings, reflecting investor optimism about future growth in AI and data center segments [8][9] - Analysts have upgraded their outlook on AMD, with a consensus rating of "Strong Buy" and a price target suggesting potential upside from current levels [20][22]

Advanced Micro Devices (AMD) is set to post third quarter results on Tuesday, with investors focusing on the datacenter business amid intense competition in the artificial intelligence space. Wall Street expects the Santa Clara, California-based company to post EPS of $1.17 on revenue of $8.75 ...

Group 1 - Advanced Micro Devices, Inc. (AMD) is recognized for its competition with NVIDIA, with CEO Lisa Su leading the charge in the GPU market [1][2] - AMD's stock experienced a 7.6% increase, reaching a new high, attributed to supply constraints and advancements in quantum computing in collaboration with IBM [2] - The company maintains a focus on traditional PCs while also expanding into AI and GPU markets, showcasing strategic thinking by the CEO [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential compared to AMD, despite AMD's strong performance [2] - AMD designs and manufactures a range of products including processors, graphics cards, and AI accelerators for computing and data center applications [2]

Core Insights - Advanced Micro Devices (AMD) has become the best-performing stock in the S&P 500 Index over the past month, with shares surging more than 56% to reach record highs, driven by investor confidence in its role in the artificial intelligence (AI) market [1] Group 1: Strategic Partnerships and Developments - AMD's stock received a boost from IBM's announcement that it could run a quantum computing error correction algorithm on AMD chips, following a multibillion-dollar partnership with OpenAI [2] - The partnership with OpenAI is expected to reshape AMD's product roadmap and enhance its presence in the AI hardware space [2] - AMD deepened its relationship with Oracle, with Oracle Cloud Infrastructure set to launch the world's first publicly available AI supercluster powered by AMD's Instinct MI450 Series GPUs, with initial rollout planned for Q3 2026 [3] Group 2: Market Position and Financial Outlook - AMD is well-positioned to capitalize on the growing global investments in AI and cloud infrastructure, with its GPUs, EPYC CPUs, and networking technologies forming a robust ecosystem for intensive AI workloads [4] - Despite AMD's strong prospects, its stock valuation has risen significantly, trading at a forward price-earnings (P/E) ratio of about 81.1 times, indicating that investors are pricing in strong growth [5][6] - Analysts expect AMD's earnings to rise by 68.2% in 2026, but the high valuation leaves little room for error [6] Group 3: Competitive Landscape - Other semiconductor companies, such as Micron Technology, are offering better value, with Micron's shares soaring approximately 177% year-to-date compared to AMD's 113% gain [5] - Micron's valuation remains attractive relative to its earnings growth potential, presenting a more compelling entry point for investors [5]

Core Viewpoint - Adeia has filed two lawsuits against AMD for allegedly infringing on ten patents related to semiconductor innovations, claiming that several AMD processor models violate its patent rights [1][3]. Group 1: Lawsuits and Allegations - Adeia's lawsuits were filed in Texas federal court, alleging that AMD's processors used in desktops, laptops, and servers infringe on its patents for improved semiconductor manufacturing [1]. - The lawsuits specifically mention that AMD processors utilizing "3D V-Cache" technology, including AI chips, were developed using Adeia's patented methods [3]. Group 2: Company Background and Statements - Adeia, previously the intellectual property licensing unit of TiVo owner Xperi, became an independent company in 2022 [3]. - Adeia's CEO stated that AMD's use of its technology has significantly contributed to AMD's success as a market leader and expressed openness to a fair arrangement reflecting the value of Adeia's intellectual property [2]. Group 3: Legal Demands - Adeia is seeking unspecified monetary damages and a court order to prevent AMD from using its patented technology [4].

Welcome to Yahoo Finance's flagship show, Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures kicking off November trading in positive territory. Investors gearing up for a busy week of earnings where we'll see results from AMD, Palunteer, Qualcomm, as well as others. Plus, Berkshire Hathway already out with its earnings.The company posted a solid performance in its insurance business. Its cash pile rose to a record $381.7% billion. But the company ...