♪ >> GOOD MORNING. HOW ARE YOU DOING. 5:00 A.M. IN NEW YORK. 10:00 A.M. IN LONDON. GOOD MORNING.I AM GUY JOHNSON, IN FOR VONNIE QUINN. LET'S SET YOU UP FOR THE DAY AHEAD. U.S. STOCKS NOT STAY FRESH RECORD HIGH.RETAIL SALES, U.S. CONSUMER SENTIMENT DATA ARE UP NEXT. CRUDE IS BOUNCING BACK. THIS IS TREASURY SECRETARY BESSENT ON WHAT'S BEEN CALLED AN ECONOMIC ISOLATION PLAN FOR IRAN.AND 100% TARIFFS ON IMPORTED DRONES. LET'S TALK ABOUT WHERE WE ARE WITH THESE MARKETS. HERE IS WINNIE HSU WITH THE LATEST IN HONG ...

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Primus makes large-scale training on Instinct reliable, debuggable and highly performant. It supports the latest OSS training frameworks, models, and is expanding support to new, cutting-edge model architectures, training techniques, and datatypes. SOTA pre and post training performance with Primus, proven at scales of thousands of GPUs, positions an AMD Instinct GPU as a competitive solution for model development at frontier labs, enterprises, and AI startups. Discover more: https://www.amd.com/en/corporat ...

AMD Helios is a rack-scale AI infrastructure designed to accelerate training and inference for next-generation AI workloads. This session provides a technical overview of the Helios architecture, including compute, networking, memory, and system design considerations. Attendees will learn how rack-scale optimization improves performance, scalability, efficiency, and total cost of ownership (TCO) for enterprise and cloud AI deployments. Discover more: https://www.amd.com/en/corporate/events/advancing-ai/sess ...

Good evening, everyone, and thank you for joining us this late in the day. So both me and Maria, as were introduced, are focused on how the collective space is evolving. And we'll share some of those insights and also what we are adding into ROCm Comms library space.If you look back a few years, AI training was simple. Your model would fit into a GPU. You have a large amount of data that you would chunk and feed it across several GPUs.Periodically, you had to sync the gradients. And that meant that all redu ...

For the next about 20 minutes, I'll talk about our inferencing framework called ATOM. And what's behind that is a collection of the kernels, which is called AITER. I think earlier today, when you hear about the keynote speech, you might realize that AMD has delivered a lot of the very good hardware.But to light up those GPUs, we actually need a very mature and sophisticated software stacks to make sure that we could leverage whatever that they offer by our hardware. So that's exactly what I'm going to prese ...

Modern AI inference is increasingly constrained by KV cache movement across prefill, decode, and storage tiers rather than GPU compute. This session demonstrates how a lightweight software layer enables RDMA-class performance on standard Ethernet networks without application changes, supporting high-performance disaggregated vLLM inference. Live benchmarks highlight improvements in time-to-first-token (TTFT) and inter-token latency (ITL). Discover more: https://www.amd.com/en/corporate/events/advancing-ai/s ...

All right, good morning. Glad to be here. It's great to see that this AMD event is so well attended.So I'll be talking about a topic a lot of us are very, very interested in, on Efficient General Intelligence. I want to emphasize on the efficiency part. The reason is that there's a lot of exciting progress on kind of how much of an intelligence we can get with the latest frontier models we have.However, we have to say that if you look at the efficiency, there's a huge gap. For example, if you take some rece ...

This is Guru Focus first look, your morning market brief for Friday, August 14. Here are the stories driving markets today. The S&P 500 closed at a new all-time high of 7,757.64%, marking its 26th record close of the year and underscoring continued investor optimism despite recent market volatility.This milestone came as other major US indexes also reached new highs buoied by easing inflation data and falling oil prices. Although futures trading remain choppy ahead of the weekend. Turning now to Open AI, th ...

>> NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING, EVERYONE.I'M FRANCINE LACQUA IN LONDON. STOCKS ARE UP AND U.S. INFLATION IS COOLING. WE WILL DISCUSS WITH PATRICK ARMSTRONG FROM FLEURY NEW WELLS.IN TECH, OPENAI IS ON TRACK TO GENERATE OVER $40 BILLION IN ANNUALIZED REVENUE BASED ON ITS CURRENT PERFORMANCE. THE CHATGPT MAKER SAID REVENUE ACCELERATED IN RECENT MONTHS, ROUGHLY DOUBLING ITS RATE -- RUN RATE FOR THE END OF 2025. LET'S GET MORE WITH MATT BLOXHAM , ...