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Art Baudo, AWS Head of Product Marketing, Amazon EC2 AWS
AMD· 2025-07-10 15:01
Art Baudo, Head of Product Marketing at AWS, shares how AMD EPYC instances have powered AWS since 2018. From web apps to HPC, customers are doing big things with AMD in the cloud. *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-red-team Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: https://bit.ly/AMD_On_Twitter Follow us on Twitch: https://Twitch.tv/AMD Follow us on LinkedIn: https://bit.ly/AMD_on_Linkedin Follow us on I ...
Dan McNamara, AMD SVP, General Manager Server Business Unit
AMD· 2025-07-09 15:01
We’re redefining what’s possible for the AI data center with a full-stack, open, and integrated platform. Our 5th Gen AMD EPYC processors deliver the performance and efficiency to meet the demands of modern AI workloads. Combined with Instinct GPUs, Pensando DPUs, and AI NICs, we’re powering seamless, scalable infrastructure. And with continued software investment, we’re helping customers deploy and scale AI faster than ever. #AdvancingAI *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team ...
英特尔Xeon 7预告:192 个核心、16 个内存通道
半导体行业观察· 2025-07-08 01:35
来源:内容 编译自 tomshardware 。 据报道,英特尔下一代至强处理器(代号 Diamond Rapids)将采用 9324 针 LGA 插槽的新平台, 这意味着其内存子系统和 PCIe 通道配置将有所改进。但X86 is dead&back周日发布的一份泄露幻灯 片显示,这款新 CPU 可能拥有多达 192 个高性能核心以及 8 个或 16 个 DDR5 内存通道。请注 意,我们讨论的信息来自非官方来源,因此请谨慎对待。 据传,英特尔至强 7 "Diamond Rapids"处理器的规格包括多达 192 个核心、八通道或十六通道内存 子系统以及 500W 的热设计功耗。我们已获悉,英特尔的 Diamond Rapids 处理器将采用第二代 MRDIMM 内 存 模 块 , 其 数 据 传 输 速 率 将 高 于 现 有 至 强 6 "Granite Rapids" 处 理 器 支 持 的 8800 MT/s。如果这些下一代处理器支持 12,800 MT/s 的内存模块,那么这些 CPU 的整个内存子系统将 支持超过 1.6 TB/s 的峰值带宽,与现有设计(Granite Rapids 约为 84 ...
AMD vs. Micron Technology: Which Semiconductor Stock Has More Upside?
ZACKS· 2025-07-03 17:00
Key Takeaways MU's HBM revenue topped $1B in Q2 FY25, boosted by AI and data center demand. MU's 2025 EPS estimate rose 12.1% to $7.77, signaling 497.69% year-over-year growth. AMD's Data Center revenues jumped 57.2% in Q1 2025, driven by EPYC and Instinct GPU demand.Advanced Micro Devices (AMD) and Micron Technology (MU) are major players in the semiconductor industry. AMD is primarily known for producing CPUs, GPUs, and other integrated circuits, while Micron Technology specializes in memory and storage ...
回头看AMD在3年前对Xilinx的这次收购
傅里叶的猫· 2025-06-30 13:44
傅里叶的猫AI . 以下文章来源于傅里叶的猫AI ,作者猫叔 傅里叶的猫,防失联。半导体行业分析 推荐大家关注新号:傅里叶的猫AI 在2022年的2月14日,AMD以490亿美元的高价收购了Xilinx,现在已经过去3年半了,这篇文章我们就 聊一聊收购后的情况。 AMD看上XIlinx什么了? Xilinx作为全球第一大FPGA厂商,在5G通信、汽车、工业、航天和国防等市场都有很高的影响力,但 AMD收购Xilinx,肯定不是为了这些市场。按苏妈的规划,肯定是为了AI、数据中心、边缘计算等未来 更有发展前景的领域。 在技术层面,Xilinx的FPGA、可编程SoC和AI引擎技术与AMD的CPU和GPU形成了良好的互补,为数 据密集型应用和嵌入式AI提供更高效的解决方案。 而且Xilinx优秀的工程师们和积累已久的众多IP,也都是珍贵的资产,但哪些IP真正能起到1+1> 2的效 果,不得而知。 关于FPGA做数据中心 虽然这篇文章写的是AMD和Xilinx,但我们还是得聊点历史。当年Intel之所以收购Altera,就是被微软 忽悠了。微软一直在吹FPGA在数据中心的泡沫,也一直在促使Intel和Altera的 ...
AMD | Driven to Advance George Russell
AMD· 2025-06-18 14:06
The @mercedesamgf1 team relies on AMD EPYC™ processors for aerodynamic simulation and faster data analysis. But the real point of data? Getting the team to podium, even faster. #TogetherWeAdvance #mercedesamgf1 Discover more: https://www.amd.com/en/corporate/sponsorship/mercedes.html *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-red-team Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: https://bit.ly/AMD_On_Twitter Follow ...
HostColor Expands Its AMD Dedicated Server Offerings in LA and New York
GlobeNewswire News Room· 2025-06-14 15:28
Core Insights - HostColor.com has launched bare metal servers powered by AMD Ryzen and AMD EPYC processors in new data center locations [1][2] - The primary service location for these servers is in New York City at the DataBank data center, with additional locations in Los Angeles [2] Product Offerings - Available AMD Ryzen processors include Ryzen 9 5950X, 7950X, 9950X, and Threadripper Pro 7965WX [3] - AMD EPYC CPUs offered include models such as EPYC 7C13, 7443P, 7662, 9274F, 9275F, 9374F, 9474F, 9654, and 9754 [3] Customization and Services - Customers can customize server configurations with IPv4 and IPv6 address space and choose between metered data transfer or unmetered bandwidth options [4] - HostColor provides unlimited data transfer up to the physical capacity of internet connection ports, with no charges for inbound or outbound internet traffic [5][6] Competitive Advantage - HostColor's offerings are positioned as cost-effective alternatives to major hyperscale cloud providers, saving customers on various charges [6] - The servers are compatible with major cloud providers like AWS, Microsoft Azure, and Google Cloud, making them suitable for AI-driven applications and complex database management [7] Technical Support - HostColor offers Free Infrastructure Technical Support covering core functionalities of dedicated cloud hosting infrastructure [8] - The company also provides Semi-Managed Dedicated Servers, which include installation and configuration support for Linux environments [9][10] Company Background - HostColor.com has been a global provider of semi-managed edge, bare metal, and cloud infrastructure services since 2000, operating from over 100 data centers worldwide [11]
AMD发布3nm GPU,推理性能狂飙35倍
半导体行业观察· 2025-06-13 00:46
公众号记得加星标⭐️,第一时间看推送不会错过。 过去几年,AMD屡创新高。 从第一季度的财务数据看来,AMD季度营收74亿美元,同比增长36%。这已是公司连续第四个季度 营收加速。其中,数据中心和AI业务的蓬勃发展无疑是公司最强的底气来源。数据显示,AMD数据 中心部门一季度营收为营收37亿美元,同比增长57%,主要得益于AMD EPYC CPU和AMD Instinct GPU销量的增长。 与此同时,公司第一季度客户收入创纪录地达到23亿美元,同比增长68%,主要得益于市场对最 新"Zen 5"AMD Ryzen处理器的强劲需求以及更丰富的产品组合。 在今天于旧金山举办的"Advancing AI 2025"活动中,AMD董事会主席及首席执行官苏姿丰(Lisa Su)博士抛出了一个数据。如下图所示,在2018年的时候,AMD在服务器CPU的市场份额仅为2%, 但到了今年一季度,公司在这个市场的占比已经高达40%,这足以公司看到公司在这个市场的号召 力。 当然,作为本届大会的重头戏,Lisa Su博士重申了对AI业务的看好。 她表示,在去年同期,它曾预测到2028年,整个数据中心AI加速器的市场规模会高达50 ...
AMD发布3nm GPU,推理性能狂飙35倍
半导体行业观察· 2025-06-13 00:40
公众号记得加星标⭐️,第一时间看推送不会错过。 过去几年,AMD屡创新高。 从第一季度的财务数据看来,AMD季度营收74亿美元,同比增长36%。这已是公司连续第四个季度 营收加速。其中,数据中心和AI业务的蓬勃发展无疑是公司最强的底气来源。数据显示,AMD数据 中心部门一季度营收为营收37亿美元,同比增长57%,主要得益于AMD EPYC CPU和AMD Instinct GPU销量的增长。 与此同时,公司第一季度客户收入创纪录地达到23亿美元,同比增长68%,主要得益于市场对最 新"Zen 5"AMD Ryzen处理器的强劲需求以及更丰富的产品组合。 在今天于旧金山举办的"Advancing AI 2025"活动中,AMD董事会主席及首席执行官苏姿丰(Lisa Su)博士抛出了一个数据。如下图所示,在2018年的时候,AMD在服务器CPU的市场份额仅为2%, 但到了今年一季度,公司在这个市场的占比已经高达40%,这足以公司看到公司在这个市场的号召 力。 当然,作为本届大会的重头戏,Lisa Su博士重申了对AI业务的看好。 她表示,在去年同期,它曾预测到2028年,整个数据中心AI加速器的市场规模会高达50 ...
AMD Bolsters AI Data Center Pitch With Full-Rack Systems
Investor's Business Daily· 2025-06-12 18:53
Core Insights - AMD highlighted its competitive advantages in price and performance for AI data center systems compared to Nvidia, despite a decline in its stock price [1] - The company is experiencing significant adoption of its AI chips, with seven of the top ten AI companies utilizing its Instinct processors [2] - AMD anticipates substantial growth in its data center AI revenue, projecting an increase from over $5 billion in 2024 to tens of billions in the coming years [3] Product Developments - AMD's Instinct MI350 series processors are currently available, and the company is on track with its annual release schedule for new AI accelerators [1][3] - The company introduced an open-standards, rack-scale AI infrastructure set for broad availability in the second half of 2025, featuring advanced AMD technologies [3] - A next-generation AI server rack named Helios is expected to launch in 2026, utilizing the MI400 series GPUs and Zen 6-based Epyc CPUs [4] Market Outlook - AMD projects the market for data center AI accelerators to exceed $500 billion by 2028, indicating a compound annual growth rate of over 60% from 2023 [5] - The company emphasizes the importance of open industry standards to foster competition and innovation in technology development [5] Strategic Moves - The recent acquisition of ZT Systems enhances AMD's competitive position against Nvidia by enabling a complete-systems approach [6][7] - The acquisition brought over 1,000 engineers skilled in data center systems design to AMD, strengthening its capabilities in this area [7]