消息称，AMD与美国能源部构建10亿美元AI合作伙伴关系，协议包含打造两台超级计算机。 ...

🚨JUST IN: THE U.S. DEPARTMENT OF ENERGY PARTNERS WITH $AMD IN A $1 BILLION DEAL TO DEVELOP TWO NEW SUPERCOMPUTERS ~ WATCHER GURU ...

据媒体报道：AMD与美国能源部构建10亿美元AI合作伙伴关系，协议包含打造两台超级计算机。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 ...

JUST IN: 🇺🇸 US Department of Energy announces $1 billion partnership with $AMD to build two supercomputers. https://t.co/SAiylmk7fy ...

Group 1 - The U.S. has established a $1 billion partnership with Advanced Micro Devices (AMD) to develop two supercomputers [1] - The supercomputers will address significant scientific challenges, including nuclear power and cancer treatment [1] - This initiative highlights the increasing investment in high-performance computing to solve complex problems [1]

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智通财经APP获悉，PC与数据中心芯片领军者AMD(AMD.US)当地时间周一表示，已完成将总部位于美 国的AMD旗下ZT Systems数据中心基础设施制造业务剥离并彻底转让给聚焦于电子产品制造服务的 Sanmina(SANM.US)。AMD此举不仅能在短期内斩获积极的现金流，还旨在让该芯片巨头以更加轻资 产、更高经营效率的模式，集中资源打造并加速交付其专属的高性能"CPU + GPU + 软件架构"AI开发 者全栈机架级专属平台。 AMD官方口径与管理层表述，都是把系统设计/方案与客户交付留在AMD，把重资产制造交给 Sanmina，以实现"质量、速度和弹性"的规模化交付。随着AMD在OCP上发布Helios机架级AI算力超级 平台(对标英伟达、戴尔等竞品AI整机/整柜算力解决方案)，明确"CPU+GPU+高性能网络+ROCm软件堆 栈"的AI开发者全栈式机架级别AI系统路径，并以大客户AMD AI算力解决方案落地为目标。 该公司在一份新闻稿中表示，作为交易的一部分，AMD将保留ZT Systems的世界级设计和客户赋能团 队，以加速面向AI云计算系统客户们的AMD AI算力集群的质量与效能大幅提升以及大 ...

Qualcomm (NASDAQ:QCOM) announced its entry into the artificial intelligence accelerator market on Monday, as it looks to take on industry heavyweights Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD). The Cristiano Amon-led company unveiled its Qualcomm A1200 and AI250 chip-based accelerator cards and racks, all ...

Core Insights - Qualcomm is entering the AI semiconductor market with new accelerator chips, challenging Nvidia's dominance [1][2] - The AI200 and AI250 chips are designed for full, liquid-cooled server racks, similar to offerings from Nvidia and AMD [2] - Qualcomm's data center chips leverage technology from its smartphone chips, indicating a strategic shift in focus [3] Industry Overview - Qualcomm's entry into the data center sector introduces competition in the rapidly growing market for AI-focused server farms [4] - An estimated $6.7 trillion in capital expenditures will be allocated to data centers through 2030, primarily for AI chip-based systems [4]

With the "framework" for a U.S.-China trade deal now reportedly established, the VanEck Semiconductor exchange-traded fund (ETF) (SMH) is up 2% and at a record high of $358.21, on the prospect of avoiding the new 100% tariff on China exports. U.S.-based chipmakers Advanced Micro Devices Inc (NASDAQ:AMD), Broadcom Inc (NASDAQ:AVGO) and Micron Technology Inc (NASDAQ:MU) are all making similar moves today. AMD is up 1.1% to trade at $255.75, nabbing a record high of $258.66 out of the gate. The shares are now ...