DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Cloud & Hyperscale, 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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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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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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AI cloud startup General Compute raises $400m in debt financing
Funding round underwritten by Upper90
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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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Riot to convert cryptomine site in Texas to HPC, signs 25MW lease with AMD
Company becomes latest miner to pivot to hosting AI chips
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Vultr plans 50MW AMD MI355X cluster in Springfield, Ohio
Will see 24,000 GPUs deployed
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AMD, Cisco, and Humain set up JV for 1GW of AI infrastructure in Saudi Arabia
Already has its first customer
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Oracle to deploy cluster of 50,000 AMD Instinct MI450 GPUs
Will be publicly available in Q3 2026
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AI research and product company Zyphra signs deal for large AMD MI300X cluster on IBM Cloud
Will be used to train "frontier" multimodal foundation models
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IREN expands AI cloud offering with purchase of Nvidia Blackwell and AMD GPUs
Brings company’s total capacity to 23,000 GPUs
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AMD signs agreement with generative AI startup Cohere for expanded use of Instinct GPUs
Comes as Cohere reveals $7bn valuation off the back of latest funding round
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Microsoft to use custom AMD chip for next-gen Xbox, will also be deployed on the cloud
Companies to co-develop silicon “across a portfolio of devices"
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AMD GPU cloud provider TensorWave secures $100m Series A funding
Round co-led by Magnetar and AMD Ventures
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Google Cloud launches instances equipped with 5th Gen AMD Epyc processors
Available via C4D and H4D virtual machines
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Oracle to build cluster of 30,000 AMD MI355X GPUs
Announced agreement during earnings call earlier this month
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AMD Instinct MI325X GPUs now available on Vultr
Available via Vultr's Chicago data center
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Vultr launches AMD GPU supercomputer cluster in Chicago
Part of collaboration with AMD, Broadcom, and Juniper Networks
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IBM Cloud to add AMD Instinct MI300X GPUs in 2025
Another cloud adds AMD's GPUs to its offering
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AMD Instinct MI300X GPU now available on Vultr's AI cloud
Also includes AMD ROCm open software
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Microsoft to preview custom Cobalt chip; will make AMD MI300X available through Azure
Announcements made ahead of the event next week
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GPU cloud firm Nscale launches, offering access to AMD GPUs
Another crypto firm pivots to serve AI cloud customers
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AMD releases Epyc 8004 processor series for cloud, telco, and Edge
Using Zen 4c chiplets
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AMD's Instinct MI300X GPU targets generative AI workloads
Company claims it is the "world's most advanced accelerator" for gen AI
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AWS launches EC2 M7a Instances with 4th gen AMD CPUs
And Oracle plans E5 Instances in July