DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Compute, Storage & Networking Channel, AMD
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Google rumored to have partnered with AMD on TPU v10, as shipments of current generations revised down - report
Details disclosed in a report from research firm SemiAnalysis
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AMD acquires AI chip startup Taalas to further support inference workloads
Financial terms or expected timeline for completion were not disclosed
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AMD posts Q2 ‘26 revenue of $11.5bn, with data center revenue up 107% for the quarter
Data center revenue now represents 58 percent of total revenue
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Vultr adds AMD Instinct MI455X GPUs to its cloud platform
Two companies recently partnered with the University of Cambridge for a global environmental monitoring project
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Core Scientific secures AMD as customer at five sites
Chip firm signs on for initial 500MW, could expand to 2.5GW
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AMD and Schneider Electric launch reference standards for Helios AI rack
Will help developers incorporate rack into AI data centers
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AMD partners with big chip co. Cerebras for ultra-low-latency and high throughput AI inference system
Helios and Cerebras go up against Nvidia's NVL72 and Groq LPX
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Meta to deploy custom AMD Instinct MI450-based GPU, is 'lead customer' for Venice Epyc CPU
As part of ongoing 6GW AMD rollout
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OpenAI to deploy AMD Helios rackscale system as first part of up to 6GW partnership
Company has already tested the beefy AI rack
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AMD launches Instinct MI400 Series GPUs for AI workloads
Targets both frontier AI and supercomputing
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AMD officially launches Helios rackscale system, with MI455X GPUs, Venice Epyc CPUs, and Pensando
Following ZT acquisition, company looks to compete with Nvidia's system-level approach
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AMD to invest up to $5bn in Anthropic, AI company to deploy up to 2GW of Instinct MI450 GPUs
First gigawatt expected in H1 2027
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Microsoft to deploy AMD Helios rackscale solution to support inference workloads and Azure services
AMD will start shipping Helios in H2 2026
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Pittsburgh Supercomputing Center awarded $10m by NSF for Bridges-3 supercomputer
New flagship system expected to be operational by summer 2027
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Marvell boosts custom silicon push with AMD engineering lead hire
Engineering lead behind AMD EPYC efforts joins custom XPU team
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AFRL unveils 14 petaflops Flyer supercomputer
System will support the US Department of Defense
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Rackspace to deploy 30MW of AMD AI chips in its data centers
Aims to support enterprise customers in regulated industries
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AMD acquires storage software startup MEXT
Startup's software treats flash like DRAM, potentially avoiding high memory storage costs
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UK Gov't to deploy new supercomputer by 2030, with British chips (hopefully)
All part of Blighty's cunning new AI Hardware Plan
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Bull delivers Finland’s national supercomputer Roihu to CSC’s Kajaani data center
System is powered by AMD Turin CPUs and Nvidia GH200 superchips
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Dell announces PowerStore Elite storage platform, unveils 18th generation of PowerEdge servers
Company says the hardware represents a "reimagining" of the modern data center
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AMD debuts MI350 PCIe card to accelerate enterprise AI workloads
Chip giant extends accelerator peripheral lineup as it looks to meet bandwidth-booming workload demands
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AMD posts Q1 2026 data center revenue of $5.8bn, forecasts $120bn server CPU income by 2030
Despite significant double-digit data center growth, total revenue remained flat quarter-on-quarter
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Upstage in talks with AMD to deploy 10,000 MI355 GPUs across South Korea
Companies currently negotiating deal following visit to country by AMD CEO, Lisa Su
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Samsung and AMD sign MoU for AI memory collaboration and foundry partnership
Agreement with see Samsung supply AMD with HBM4 and DDR5 RAM for its forthcoming GPUs and CPUs
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UK gov’t to invest £45m in Sunrise supercomputer to accelerate advancements in fusion energy
AMD-powered system will deliver 6.76 exaflops of AI compute power when deployed
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Nvidia, Broadcom form group to standardize optical interconnects for next-gen AI clusters
OCI-MSA looks to drive open 'plug-and-play ecosystem’ in the notoriously fierce optics market
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Akash Systems launches AMD-powered diamond cooled AI servers
Company has already received a $300 million initial order for the servers in the US