DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - North America, 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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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 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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Arista Networks joins the 1.6T race with AI-centric switch platform
7060XE7 line taps Broadcom’s Tomahawk 6 while AMD enlisted for use in scale-out AI fabric designs
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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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AMD signs additional 25MW data center lease with Riot in Texas
Chip designer expands on initial lease signed with cryptominer in January
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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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Akash Systems launches AMD-powered diamond cooled AI servers
Company has already received a $300 million initial order for the servers in the US
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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
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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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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