Retail IT Challenges & Solutions - Retailers face challenges including thin margins, lack of on-site IT staff, and the critical need for infrastructure to sustain operations [1] - Downtime in larger retailers can cost $9,000 per minute, highlighting the importance of uptime [2] - AMD, HPE, and StorMagic offer solutions focused on efficiency, sustainability, and ease of deployment for retail environments [3][4][8] Technology & Product Highlights - The AMD EPYC processor and HPE DL145 server are designed for sustainability and cost-effectiveness without sacrificing performance [3] - StorMagic's software, combined with efficient hardware, reduces total cost of ownership and allows for scalable growth [4] - HPE DL145 Gen11 ProLiant server with integrated StorMagic is designed for edge deployment, with acoustics suitable for store floors (under 45 dBA) and filtering capabilities for challenging environments [7][8] - AMD CPUs offer high core density (up to 192 cores) and a node-based licensing model, simplifying budgeting and allowing for flexible hardware upgrades [5][6] - AMD 8004 series CPUs are energy-efficient, offering leadership in performance per watt per dollar [8] Partnership & Value Proposition - The partnership between AMD, HPE, and StorMagic provides validated, readily deployable solutions for retailers [5] - StorMagic emphasizes trust and reliability at the edge, ensuring stores remain operational [9]

Industry Focus - AMD focuses on the retail and e-commerce sectors, showcasing its EPYC Server Business Unit at NRF Europe 2025 [1] - The retail industry is seeing trends that enable AI use cases at the edge [2] Partnerships - AMD partners with StorMagic, experts in virtualization at the edge for retail [2] - AMD collaborates with Wobot AI, a multimodal AI company providing insights at the edge with a low-code, no-code platform [2] - AMD partners with Supermicro to host a Happy Hour event, engaging with customers alongside Wobot and StorMagic [2] Technology and Solutions - StorMagic specializes in virtualization at the edge, particularly in the retail space [2] - Wobot AI offers a physical AI, multimodal AI platform for solving insights at the edge in retail [2]

Edge Computing & AI Solutions - AMD focuses on edge-focused, hyper-converged infrastructure to support applications solving specific market problems [2] - Wobot concentrates on building a model plus layer to demonstrate the return on investment of their application in quick-serve restaurants, retail, manufacturing, and stadiums [3] - AMD aims to integrate solutions like StorMagic and Wobot into OEM platforms, offering cost-effective virtualization at the edge with AI capabilities [4] - The combined software solution enables customers to leverage AI integrated solutions on existing hardware, with multiple vendor options powered by AMD for future refreshes [11][12] Retail Industry Focus - Retailers operate with small budgets at the store level, emphasizing the total cost of ownership [6] - The solution aims to solve the problem of converging multiple data streams for retailers, reducing endpoint hardware [7] - Camera technology consolidates various functions, replacing IoT sensors and enabling customer counting and conversion rate tracking [9][10] - Edge-based virtualization and multimodal AI are critical to support various markets, including retail, public sector, healthcare, life sciences, and manufacturing [12][13] Key Benefits - StorMagic operates on as few as two nodes for high availability, simplifying video components and potentially replacing other data source analyzers [8] - The integrated solution offers best-in-class, cost-effective virtualization at the edge, bundled with AI capabilities for generative AI, physical AI, computer vision, and multimodal integration [4] - The solution enables retailers to achieve new outcomes and insights previously unattainable, highlighting that the data center is not the edge [5]

Industry Overview - Embedded x86 processing is crucial for various sectors including industrial PCs, networking, storage, healthcare imaging, and retail kiosks [1] - These systems are ubiquitous, demanding technologies designed for challenging conditions such as continuous operation and high data processing [1] AMD's Embedded Solutions - AMD x86 embedded processors are designed to meet stringent requirements for embedded applications [2] - These processors offer always-on uptime, manage heat in constrained enclosures, and support long deployment cycles of 10 years [2] - AMD processors leverage data center and client technologies to deliver top performance, longevity, and reliability [3] - Embedded-specific features include RAS (Reliability, Availability, and Serviceability), advanced connectivity, and security features [3] - AMD is committed to open source firmware, validated tools and drivers, and long-term OS support [3]

We recently published Top 10 Trending Stocks Everyone’s Watching in Q4. Advanced Micro Devices, Inc. (NASDAQ:AMD)is one of the trending stocks everyone's watching. Stacy Rasgon, Bernstein U.S. semiconductor managing director and senior analyst, said in a recent program on CNBC that AMD CEO Lisa Su signed a deal with OpenAI to “be on the rocket ship” of the Sam Altman-led company. “The Advanced Micro Devices Inc (NASDAQ:AMD) one raises a little more eyebrows. AMD actually gave OpenAI they gave them equity ...

Financial giants have made a conspicuous bullish move on Advanced Micro Devices. Our analysis of options history for Advanced Micro Devices (NASDAQ:AMD) revealed 22 unusual trades.Delving into the details, we found 45% of traders were bullish, while 36% showed bearish tendencies. Out of all the trades we spotted, 3 were puts, with a value of $180,490, and 19 were calls, valued at $2,559,989.What's The Price Target?After evaluating the trading volumes and Open Interest, it's evident that the major market mov ...

Core Insights - Advanced Micro Devices, Inc. (NASDAQ:AMD) has experienced a significant stock surge following a multi-year agreement with OpenAI to supply AI chips for ChatGPT [1][2] - Market analysts express skepticism regarding the sustainability of such rapid stock price increases, highlighting the potential for volatility and market corrections [1] - Macquarie Core Equity Fund projects that AMD will enhance its market share in AI-related GPUs by 2027, potentially rivaling market leader NVIDIA [2] Company Overview - AMD designs and manufactures semiconductors, including CPUs and GPUs, targeting markets such as gaming, data centers, and AI [2] - The company currently holds a small market share in AI GPU applications but is expected to improve its competitive position in the coming years [2] Investment Perspective - While AMD shows potential as an investment, some analysts believe that other AI stocks may offer better returns with lower risk [2] - The focus on dual-sourcing high-end chips by hyperscale customers could lead to increased revenue and profit for AMD beyond current investor expectations [2]

The semiconductor trio, which includes Nvidia Corp.‘s (NASDAQ:NVDA) rival turned partner Intel Corp. (INTC) and its peer Advanced Micro Devices Inc. (AMD), have been riding a wave of momentum, signaling a potential shift in the tech landscape.Two NVDA Rival Surge In Momentum RankingsTechnical indicators highlight AMD and INTC’s ascent. Benzinga Edge Stock Rankings reveal Intel's momentum at 90.21, up from 88.31, and AMD's at 93.41, up from 89.51, both showing positive short, medium, and long-term price tren ...

NextSilicon, an Israeli startup, announced that it is developing a central processor aimed at challenging Intel Corp. (NASDAQ:INTC) and Advanced Micro Devices Inc. (NASDAQ:AMD), while also positioning itself to compete with Nvidia Corp.’s (NASDAQ:NVDA) platforms.NextSilicon Expands Beyond AI AccelerationOn Wednesday, the startup disclosed plans for a complementary central processing unit leveraging the RISC-V open computing standard.The company unveiled Arbel, an enterprise-grade RISC-V core built using Tai ...

据了解，NextSilicon 已筹集大约3亿美元融资，其旗舰芯片产品—— "Maverick-2"数据流加速器旨在大 幅加速精密科学计算任务，例如核武器建模、超音速导弹等等。该领域曾经由英伟达全面主导，但近几 年随着英伟达彻底将注意力转向诸如人工智能等低精度的大型计算任务，像NextSilicon 这样的初创芯 片企业已试图全面利用这家市值长期位列全球第一的AI超级巨头的侧重变化。 总部位于以色列的芯片初创公司NextSilicon 表示，其新推出的一款CPU类型的开源架构计算芯片正在接 受美国国家实验室的全面评估。该公司于美东时间周三称正开发一款基于开源指令集架构(ISA)—— RISC-V架构的中央处理器(即CPU)，该公司管理层期望这款CPU能够向主导数据中心服务器CPU市场 的"红蓝"两大芯片巨头——即向AMD和英特尔所主导的CPU市场发起冲击，并且也期望这款CPU帮助 NextSilicon与英伟达基于数据中心推出的HPC算力集群进行竞争。 未来蓝厂(英特尔)以及红厂(AMD)的x86架构服务器CPU产品线，以及英伟达基于ARM架构所开发的 Grace CPU，在未来很长一段时间无疑将面临一位崭新 ...