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AMD收购两家公司:一家芯片公司,一家软件公司
半导体行业观察· 2025-06-06 01:12
Core Viewpoint - AMD has confirmed the acquisition of employees from Untether AI, a developer of AI inference chips, which are claimed to be faster and more energy-efficient than competitors' products in edge environments and enterprise data centers [1][2]. Group 1: Acquisition Details - AMD has reached a strategic agreement to acquire a talented team of AI hardware and software engineers from Untether AI, enhancing its AI compiler and kernel development capabilities [1]. - The financial details of the transaction were not disclosed by AMD [1]. - Untether AI will cease to provide support for its speedAI products and imAIgine software development suite as part of the acquisition [1]. Group 2: Untether AI's Background and Technology - Untether AI, founded in 2018, focuses on AI inference and has raised a total of $152 million, with its latest funding round exceeding $125 million [2][6]. - The company introduced its second-generation memory architecture, speedAI240, designed to improve energy efficiency and density, and is capable of scaling for various device sizes [2][5]. - The new "Boqueria" chip, built on TSMC's 7nm process, offers 2 petaflops of FP8 performance and 238 MB of SRAM, significantly enhancing performance and energy efficiency compared to its predecessor [5][10]. Group 3: Technical Innovations - Untether AI's memory computing architecture aims to address key challenges in AI inference, providing unmatched energy efficiency and scalability for neural networks [5][6]. - The architecture allows for a variety of data types, enabling organizations to balance accuracy and throughput according to their specific application needs [5][9]. - The speedAI240 device features two RISC-V processors, managing 1,435 cores, and supports external memory through PCI-Express Gen5 interfaces [10][20]. Group 4: Software and Ecosystem Development - AMD has also acquired Brium, a software company, to strengthen its open AI software ecosystem, enhancing capabilities in compiler technology and AI inference optimization [24][25]. - Brium's expertise will contribute to key projects like OpenAI Triton and WAVE DSL, facilitating faster and more efficient execution of AI models on AMD hardware [25][26]. - The acquisition aligns with AMD's commitment to providing an open, scalable AI software platform, aiming to meet the specific needs of various industries [26][27].