Advanced Micro Devices, Inc. (NASDAQ: AMD ) shares have rallied in the last couple months as trade war tensions have eased, AI has continued to drive demand for the company's GPU offerings, and EPYC has maintained its dominance in theTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published pi ...

Core Insights - Advanced Micro Devices (AMD) has announced its next-generation AI chips, the Instinct MI400 series, which are set to ship next year, aiming to enhance its competitive position against Nvidia in the AI chip market [1][2]. Company Developments - The MI400 chips can be assembled into a server rack called Helios, allowing thousands of chips to function as a unified system, which is crucial for AI applications [2][3]. - AMD's CEO Lisa Su highlighted that the Helios rack operates as a single massive compute engine, positioning it against Nvidia's upcoming Vera Rubin racks [4]. - OpenAI's CEO Sam Altman confirmed that OpenAI would utilize AMD's chips, indicating strong industry interest [2][3]. Competitive Landscape - AMD aims to compete with Nvidia's Blackwell chips by offering lower operational costs and aggressive pricing strategies [5][6]. - Currently, Nvidia holds over 90% of the data center GPU market, but AMD is focusing on capturing a share of the projected $500 billion AI chip market by 2028 [10][19]. - AMD's MI355X chip is reported to have seven times the computing power of its predecessor, enhancing its competitiveness against Nvidia's offerings [14][15]. Market Trends - Major cloud companies are expected to invest hundreds of billions in new data center clusters for AI, with $300 billion planned in capital expenditures this year alone [9]. - AMD's AI chip sales reached $5 billion in fiscal 2024, with expectations of 60% growth in the category this year [19]. Technological Advancements - AMD's chips are designed to excel in inference tasks, which are increasingly important for deploying AI applications, and they feature more high-speed memory compared to Nvidia's chips [13][14]. - The company is integrating its GPUs with CPUs and networking chips from its acquisition of Pensando to enhance the performance of its Helios racks [17]. Customer Adoption - AMD's Instinct chips have been adopted by seven of the ten largest AI customers, including OpenAI, Tesla, and Oracle, indicating strong market traction [15].

Advanced Micro Devices (AMD) on Thursday touted the price and performance advantages of its AI data center systems over rival Nvidia (NVDA). The chipmaker also previewed full-rack systems for customers. But AMD stock fell on Thursday.Chief Executive Lisa Su made the announcements at the company's Advancing AI event. She said AMD is continuing to deliver on its annual release cadence for new AI accelerators, with its Instinct MI350 series processors now on the market.The company also is gaining ground with c ...

Core Insights - Micron Technology has announced the integration of its HBM3E 36GB 12-high memory into AMD's Instinct™ MI350 Series GPUs, emphasizing the importance of power efficiency and performance in AI data center applications [4][5] - This collaboration marks a significant milestone for Micron in the high-bandwidth memory (HBM) industry, showcasing its strong customer relationships and execution capabilities [4][5] Product Features - The HBM3E 36GB 12-high solution provides outstanding bandwidth and lower power consumption, supporting AI models with up to 520 billion parameters on a single GPU [5] - The AMD Instinct MI350 Series platforms can achieve up to 8 TB/s bandwidth and a peak theoretical performance of 161 PFLOPS at FP4 precision, with a total of 2.3TB of HBM3E memory in a full platform configuration [5] - This integrated architecture enhances throughput for large language model training, inference, and scientific simulations, allowing data centers to scale efficiently while maximizing compute performance per watt [5] Strategic Collaboration - Micron and AMD's close working relationship optimizes the compatibility of Micron's HBM3E product with the MI350 Series GPUs, providing improved total cost of ownership (TCO) benefits for demanding AI systems [6] - The collaboration aims to advance low-power, high-bandwidth memory solutions that facilitate the training of larger AI models and the handling of complex high-performance computing (HPC) workloads [7]

新款MI400芯片系列将主导市场。 AMD：OpenAI向本公司MI400加速器/芯片提供反馈信息。 ...

智通财经6月13日电，AMD 首席执行官表示，公司将在2027年推出基于MI500的AI服务器。 ...

OpenAI首席执行官Sam Altman：将采用AMD的MI300X和MI450人工智能芯片。 ...

智通财经6月13日电，OpenAI首席执行官山姆·奥特曼（Sam Altman）表示，将使用AMD的MI300X和 MI450 AI芯片。 ...

SAN FRANCISCO, June 12, 2025 (GLOBE NEWSWIRE) -- Crusoe, the industry’s first vertically integrated AI infrastructure provider, today announced a new collaboration with AMD to bring AI cloud solutions to market. This collaboration will combine the leading performance of AMD Instinct™ MI355X GPUs with Crusoe’s AI cloud platform to deliver a robust AI Infrastructure as a service offering, allowing customers to run complex AI training, fine-tuning, and inference workloads. The collaboration addresses the rapid ...

Core Viewpoint - Supermicro is launching new GPU solutions featuring AMD Instinct MI350 series GPUs, designed for high performance, scalability, and efficiency in AI-driven data centers [1][2][3] Company Overview - Supermicro is a global leader in Application-Optimized Total IT Solutions, focusing on Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure [8] - The company emphasizes innovation and efficiency in its product offerings, which include servers, AI, storage, IoT, and networking solutions [8] Product Features - The new Supermicro H14 generation GPU solutions support both liquid-cooled and air-cooled configurations, providing flexibility for various deployment environments [4][7] - These systems utilize dual AMD EPYC 9005 CPUs and AMD Instinct MI350 series GPUs, enhancing performance for AI, HPC, Cloud, and Enterprise workloads [3][5] - The AMD Instinct MI350 series GPUs deliver up to 40% more tokens-per-dollar compared to competitors, optimizing cost efficiency for customers [4] Performance Metrics - The new GPU servers offer 288GB HBM3e memory per GPU, which is a 1.5x increase in memory capacity compared to previous generations, and 8TB/s bandwidth [5] - The systems are designed to maximize computational throughput and energy efficiency, enabling faster processing for AI workloads [5][6] Market Position - Supermicro's integration of AMD MI350 series GPUs into its offerings demonstrates a commitment to providing advanced solutions for AI training and inference [6][7] - The company aims to support the growing demand for scalable and efficient infrastructure in AI applications across cloud service providers and enterprises [7]