Core Insights - AMD and the U.S. Department of Energy (DOE) announced two next-generation supercomputers, Lux AI and Discovery, aimed at enhancing U.S. leadership in artificial intelligence (AI) and high-performance computing (HPC) [2][3] - The combined investment for these systems is projected to be $1 billion, sourced from both private and public funding, to establish a secure AI infrastructure in the U.S. [3][7] Group 1: Supercomputer Details - The Lux AI supercomputer, co-developed with ORNL, Oracle Cloud Infrastructure, and HPE, will be the first dedicated U.S. AI factory for science, set to be deployed in early 2026 [4][9] - Discovery will feature next-gen AMD EPYC CPUs and MI430X GPUs, designed specifically for sovereign AI and scientific computing, and is expected to be operational by 2029 [5][16] - Both supercomputers will support the U.S. AI Action Plan by accelerating AI-enabled science and enhancing national competitiveness [7][10] Group 2: Strategic Partnerships - The collaboration between AMD, DOE, ORNL, HPE, and Oracle emphasizes the importance of public-private partnerships in advancing scientific research and innovation [4][8] - U.S. Secretary of Energy Chris Wright highlighted the need for creative partnerships to maintain leadership in AI and science [6] - The partnership aims to leverage advanced computing technologies to address challenges in energy, medicine, and national security [3][4] Group 3: Expected Outcomes - Lux is designed to enhance the U.S. capacity for scientific AI, facilitating breakthroughs in various fields including energy innovation and national security [10][11] - Discovery aims to deliver higher performance and energy efficiency, driving advancements in critical areas such as advanced materials and manufacturing [14][17] - The integration of AI and HPC through these supercomputers is expected to significantly accelerate the pace of scientific innovation in the U.S. [12][13]

Core Business & Strategy - Akamai, a cybersecurity and cloud computing company, aims to power and protect businesses online [1] - Akamai focuses on bringing high-performance, low-compute resources closer to the user [1][3] - The company positions itself as a cloud computing business, similar to hyperscalers like Amazon, Google, or Microsoft [1] Technological Challenges & Solutions - A major challenge in cloud computing is delivering dense compute capabilities to users, especially in regions with space and power constraints [3] - Akamai utilizes AMD EPYC processors to run cloud-native applications and services, aiming for performance, scale, and cost-effectiveness [3] - Customers are seeking to push the boundaries of processing capabilities, including running agents closer to the user and creating immersive experiences [2] Partnerships - AMD is a key partner, assisting Akamai in its efforts to bring more compute closer to the user [3]

Core Insights - AMD and HUMAIN have entered a significant agreement to develop a scalable AI infrastructure, aiming to deploy up to 500 megawatts of AI compute capacity over the next five years with an investment of up to $10 billion [2][3] - The collaboration is designed to create an open and accessible AI platform that will support various markets, including enterprise and sovereign sectors, enhancing global AI capabilities [2][3] - Initial deployments are already in progress, with plans to achieve multi-exaflop capacity by early 2026, leveraging next-generation AI silicon and a developer-focused software platform [3] Company Overview - AMD has a long history of innovation in high-performance computing and graphics technologies, serving billions of users and numerous Fortune 500 companies globally [4] - HUMAIN, backed by the Public Investment Fund of Saudi Arabia, focuses on delivering comprehensive AI solutions across multiple sectors, including advanced AI models and transformative AI solutions [5] Technical Specifications - The collaboration will utilize AMD's full spectrum of AI technologies, including AMD Instinct™ GPUs, EPYC™ CPUs, Pensando™ DPUs, and Ryzen™ AI, along with the ROCm open software ecosystem [6]

Enabling Cloud Data Center Operators to Overcome Memory Performance and Scaling Challenges in General- purpose Servers SANTA CLARA, Calif., April 23, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the successful interoperability of the Marvell® Structera™ portfolio of Compute Express Link® (CXL®) devices with AMD EPYC™ CPUs and 5th Gen Intel Xeon platforms. This achievement underscores the commitment of Marvell to advanc ...