AMD says CPU demand is exceeding expectations, blames rise in agentic AI applications
Comments come after company unveiled its fifth generation Epyc 8005 Server CPUs
News - The Compute, Storage & Networking Channel, AMD
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Optical interconnect startup Ayar Labs closes $500m funding round backed by Nvidia and AMD
Latest fundraise values the company at $3.75bn
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AMD signs $250m deal with Nutanix to develop infrastructure platform for agentic AI applications
Full-stack platform will support applications across on-premises, Edge, and cloud environments
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Meta and AMD sign multi-year agreement for 6GW GPU deployment
First gigawatt scheduled for deployment later this year, with companies to align across silicon, systems, and software roadmaps
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AMD underwrites $300m Crusoe loan so data center firm can buy its AI chips - report
It's the circle of life
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TCS subsidiary HyperVault partners will AMD for 200MW AI buildout across India
Companies will codevelop AI infrastructure based on AMD’s forthcoming Helios platform
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Intel and AMD warn Chinese customers of CPU delays due to supply shortages - report
Intel rationing deliveries of fourth and fifth-generation CPUs, with wait times of up to six months anticipated
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Cerebras Systems raises $1bn at $23bn valuation
Fundraise comes two weeks after company announced $10bn deal with OpenAI
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AMD reports record Q4 and FY25 results, but shares slump after company forecasts Q1 revenue decline
Company saw $440m of sales to China during the year, and is in discussions with customers for multi-year Helios deployments
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NASA’s Athena supercomputer comes online
20.13 petaflop system is based on AMD Epyc Turin CPUs
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UK gov’t announces £36m investment to boost supercomputing capacity
Dawn supercomputer at University of Cambridge will be upgraded with AMD MI355X GPUs
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G42 CEO says company will receive first AI chip shipments “within months” to support initial 200MW of capacity for planned Stargate cluster
Comments made by Peng Xiao during an interview at Davos
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US introduces 25 percent export tariff on chips “important” to nation's technology policies
Nvidia H200 and AMD MI325X GPUs will be subject to the levy
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Tata Consultancy Services to offer AMD CPUs and GPUs as part of collaboration to boost AI adoption
Companies will jointly develop “industry specific” AI and generative AI solutions to support applications
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AMD unveils full MI400 product lineup, claims MI500 chips will deliver 1,000x increase in AI performance
Announcements made by AMD CEO Dr. Lisa Su during her CES keynote
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US lawmakers reject chip export law - report
A victory for chipmakers and the Trump administration
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Vultr plans 50MW AMD MI355X cluster in Springfield, Ohio
Will see 24,000 GPUs deployed
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HPE expands collaboration with AMD for delivery of Helios AI racks
Company also announces HPE GX5000-based supercomputer Herder will be AMD-powered
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Dell updates its server, storage, and networking portfolios to support AI deployments at scale
New PowerEdge servers support Nvidia and Intel hardware deployments
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HPE details compute, storage, and networking specifications for Cray GX5000 platform
Announces HLRS and LRZ will deploy the platform for Herder and Blue Lion systems
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AMD says data center market will be worth $1tn by 2030, projects $100bn in annual revenue from segment by end of decade
Growth driven by continuing demand for AI compute infrastructure
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AMD posts record data center revenue for Q3 2025, as compute demand shows no signs of slowing
Growth primarily driven by continuing strong CPU and GPU sales
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Australian AI startup Maincode to deploy AMD hardware at Telstra data center in Melbourne
Company looking to make Aussie sovereign LLMs
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HPE unveils GX5000 supercomputing platform, will build two new AMD-based supercomputers for ORNL
Expects to start delivering GX5000-based systems from early 2027