公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 CRN 。 虽然 AMD 已投入大量资金来加速其 Instinct 数据中心 GPU 的开发，以便与 Nvidia 最强大的 AI 芯片正面交锋，但该公司也大力依赖收购，以便能够提供"端到端 AI 解决方案"。 在下周四举行的 Advancing AI 2025 活动上，这家总部位于加州圣克拉拉的芯片设计公司预计将分 享其对人工智能的"大胆愿景"，并宣布其下一代 Instinct GPU，包括计划于明年发布的 MI400 等 ——这些努力得益于该公司在过去三年中进行的几次收购。 AMD 首席执行官苏姿丰 (Lisa Su) 在上个月的财报电话会议上表示："（对于 Instinct MI400）早期 的客户反馈非常积极，这标志着我们的 Instinct 路线图向前迈出了重要一步，并显著扩展了我们的 AI 加速器（总可寻址市场），因为客户计划更广泛的 Instinct 部署，以支持更大份额的 AI 基础设 施。 " AMD 和 Nvidia 一直是长期竞争对手，但几年前，由于 Nvidia 的 GPU 被用于生成式 AI 开发，其 数据中心业务开 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 综合自 tomshardware 。 此前一位美国国会议员宣布了一项法案，要求高性能人工智能处理器生产商对其产品进行地理追踪， 以限制中国等未经授权的外国行为者对其产品的使用。阿肯色州参议员汤姆·科顿（Tom Cotton）随 后在本周晚些时候提出了一项立法措施。该法案涵盖的硬件远不止人工智能处理器，并将赋予商务部 长核实硬件位置的权力，并对商业公司实施强制性的位置管控。更复杂的是，高性能显卡也必须具备 地理追踪功能。 如果该法案获得立法者支持，将授权商务部和国防部联合进行一项为期一年的研究，以确定未来可能 采取的额外保护措施。除初步研究外，这两个部门还必须在法案颁布后连续三年进行年度评估。这些 评估必须评估适用于出口管制产品的最新安全技术进展。基于这些评估，两部门可以决定是否应实施 新的要求。 https://www.tomshardware.com/pc-components/gpus/u-s-inks-bill-to-force-geo-tracking-tech-for-gpus-and-servers-high-end-gaming-gpu ...

Core Insights - The partnership between Ruijie Networks and AMD aims to address the increasing global demand for computing power and the acceleration of digital transformation in China [1][8] - The collaboration focuses on a dual-driven model of "computing architecture innovation and scenario innovation" to provide efficient solutions for key areas such as intelligent computing centers and cloud desktops [1][5] Group 1: Market Context - According to a report by IDC and Inspur, China's intelligent computing power is expected to reach 1037.3 EFLOPS by 2025, representing a 43% year-on-year growth, with an even higher growth rate of 74.1% anticipated for 2024 [1] - The increasing demand for computing power is driven by applications in generative AI and autonomous driving, making the integration of network infrastructure and computing capabilities a core issue for industrial intelligence [1] Group 2: Technical Collaboration - The fourth-generation AMD EPYC processors utilize a 5nm process with up to 96 cores and support for PCIe 5.0 and CXL 1.1 memory expansion, achieving a 2.7 times improvement in energy efficiency compared to previous generations [2] - The collaboration includes the development of a dual-A cloud desktop solution that reduces total cost of ownership (TCO) by 30% and an AI training cluster based on a Rack Scale architecture that supports 64 interconnected GPUs [5] Group 3: Product Features - Ruijie Networks has introduced intelligent gateways in the data center network field, integrating AMD processors to achieve deep collaboration between computing and networking [4] - The RG-CS7010 cloud server, equipped with dual EPYC processors, supports 128 physical cores and has improved virtualization performance by 200% compared to previous models, making it suitable for high-frequency interaction scenarios in education and healthcare [4] Group 4: Strategic Goals - The partnership aims to build a self-controlled computing ecosystem, leveraging Ruijie Networks' self-developed Rack Scale architecture compatible with domestic GPUs to create a differentiated competitive edge in AI training clusters [6] - The collaboration aligns with national strategies such as "East Data West Computing" and aims to meet the goal of achieving a Power Usage Effectiveness (PUE) of less than 1.25 for new data centers by 2025 [7] Group 5: Future Outlook - The companies plan to launch the next generation of EPYC processors based on the sixth-generation Zen6 architecture and Ruijie's next-generation intelligent switches by 2025, which will enhance computing density and network bandwidth [7] - This partnership represents a significant shift in industry logic, aiming to overcome traditional IT architecture performance bottlenecks through deep collaboration between computing and networking [7][8]

In Brief AMD is continuing its acquisition spree.Semiconductor giant AMD acqui-hired the team behind Untether AI, a startup that develops AI inference chips, as originally reported by CRN. Untether claims that their chips are faster and more energy-efficient than their rivals. The terms of the deal weren’t disclosed. Toronto-based Untether was founded in 2018 and has raised more than $150 million in venture capital from firms including Intel Capital, Radical Ventures, and Tracker Capital Management, among ...

作者：周源/华尔街见闻 6月5日和之前一日，AMD次第宣布连续完成两笔战略收购：以未公开条款收购开源软件公司Brium，以 及从AI推理芯片开发商Untether AI收购核心工程师团队。 这两笔交易是AMD继2023年收购Mipsology、Nod.ai及2024年收购Silo AI后的最新动作，标志着AMD构 建全栈AI解决方案的战略进入新阶段。 AMD的这两笔交易，旨在构建"芯片-软件-系统"三位一体的竞争力。 Untether AI的芯片设计能力强化了AMD在边缘计算和数据中心的硬件实力，而Brium的软件优化能力， 填补了AMD在推理环节的生态短板。 这种"软硬兼施"的策略与AMD此前收购Mipsology（编译器）、Nod.ai（框架适配）等公司的逻辑一 致，目的都是形成完整的AI技术栈。 Brium的核心技术是优化AI推理软件在不同硬件架构上的运行效率。 该公司更重要的技术路线主要集中在云端AI软件生态，工具被集成到PyTorch官方插件库，开发者可通 过简单配置，实现AMD硬件加速。这种开源策略有助于吸引更多开发者使用AMD平台，逐步打破英伟 达 CUDA的垄断地位。 换句话说，Brium开发 ...

Want to add some promising artificial intelligence (AI) stocks to your portfolio, without paying an obscene price? While many stocks are trading at inflated valuations, there are still many good options out there to consider, which can deliver strong returns for your portfolio.Three AI stocks that possess a lot of upside and are among the cheapest options for growth investors to buy right now are Alphabet (GOOG 0.21%) (GOOGL), Alibaba Group Holdings (BABA 0.43%), and Advanced Micro Devices (AMD -2.57%). Her ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 AMD 。 AMD 周四证实，已收购 Untether AI 的员工，Untether AI 是一家 AI 推理芯片开发商，其产品 据称比边缘环境和企业数据中心的竞争对手产品速度更快、更节能。 AMD 发言人在一份声明中告诉 CRN："AMD 已达成战略协议，将从 Untether AI 收购一支优秀 的 AI 硬件和软件工程师团队。" 该代表补充道："此次交易将为 AMD 带来一支世界一流的工程师团队，致力于提升公司的 AI 编 译器和内核开发能力，并增强我们的数字和 SoC 设计、设计验证和产品集成能力。我们非常高兴 地欢迎该团队以其独特的专业知识加入 AMD。" AMD 发言人拒绝透露该交易的财务细节。 该公司最初的 runAI200 推理加速器采用台积电 16 纳米工艺制造，提供 500 INT8 TOPs 性能、 每瓦 8 TOPs 的能效和 200 MB 的 SRAM。新款"Boqueria"芯片采用台积电 7 纳米工艺制造，具 有 2 petaflops 的 FP8 性能（相当于每瓦 30 teraflops）和 238 MB 的 S ...

Industry Overview - The semiconductor industry is projected to grow from $631.01 billion in 2025 to $958.93 billion by 2030, with a CAGR of 8.73% during this period, driven by demand for AI and data center technologies [2] - Shipment volume in the semiconductor market is expected to increase from 1.40 trillion units in 2025 to 2.29 trillion units by 2030, at a CAGR of 10.32% [3] AMD Insights - AMD's data center revenues surged 57.2% year over year to $3.674 billion in Q1 2025, accounting for 49.4% of total revenues, driven by the adoption of EPYC processors [4] - The launch of the AMD EPYC 4005 Series processors in May 2025 is aimed at enhancing performance and efficiency for small and medium businesses [6] - AMD's partnerships with major hyperscalers like Oracle and Google Cloud have expanded the use of its EPYC CPUs, contributing to its growth [5] Semtech Insights - Semtech's data center revenues reached a record $51.6 million in Q1 fiscal 2026, up 143% year over year, driven by demand for CopperEdge and FiberEdge products [7] - The launch of the CopperEdge portfolio in April 2025 includes solutions that enable 800G and 1.6T connectivity for AI/ML data centers, focusing on power savings and performance [8] - Semtech has strengthened collaborations with cloud service providers, enhancing its position in next-generation data center infrastructure [9] Performance and Valuation - Year-to-date, AMD shares have decreased by 2.8%, while SMTC shares have fallen by 38.5%, attributed to a challenging macroeconomic environment [11] - Both AMD and SMTC shares are currently considered overvalued, with AMD trading at a forward Price/Sales ratio of 5.65X and SMTC at 3.09X [14] - The Zacks Consensus Estimate for AMD's 2025 earnings is $4.02 per share, reflecting a 21.45% year-over-year increase, while SMTC's fiscal 2026 earnings estimate is $1.66 per share, indicating an 88.64% year-over-year increase [16] Earnings Performance - AMD has consistently beaten earnings estimates over the past four quarters, with an average surprise of 2.30%, while SMTC has a higher average surprise of 10.83% [17] - Semtech's stronger earnings surprise history and innovative solutions position it as a more attractive investment compared to AMD [18]

It has been about a month since the last earnings report for Advanced Micro Devices (AMD) . Shares have added about 18.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Advanced Micro due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Sin ...