The agreement represents one of the largest AI infrastructure commitments for the company to date and reinforces AMD’s growing relevance as hyperscalers look to diversify beyond Nvidia as a single dominant silicon supplier.

Demand still far outstrips supply" when it comes to Nvidia's (NVDA) data center growth, says Dave Altavilla. He expects that trend to continue as the Mag 7 giant sets its sights on margin expansion through its Blackwell and Blackwell Ultra sales. Dave adds that the A.I. will only grow, giving AMD Inc. (AMD) a chance to capture Nvidia's customers it can't take due to supply constraints. Tom White offers an example options trade for Nvidia.

With a tee-up from its amazingly accomplished CEO Dr. Lisa Su, AMD execs outlined a long-term growth model that calls for more than 35% compound annual revenue growth at the company level and over a 60% CAGR in its profitable data center business over the next three to five years.

AMD Ryzen 9 9955HX3D Competitive Analysis: Gaming Performance With Fire Range HX3D Laptops

AMD’s latest achievement signals not only the company’s technical chops, but its commitment to driving more sustainable solutions in accelerated computing.

With the ZBook Ultra, HP may have hit a new sweet spot between traditional power users and the emerging generation of AI-driven developers and creators.

In their 40-year history, FPGAs have enabled a multitude of innovations, and even today they show no signs of stopping.

EPYC 4005 Series spec sheets may not stand out versus high-end server platforms, but this new AMD CPU family is a smart, strategic play in a fast-growing segment.

It’s not uncommon to see major chip players introduce new and novel approaches to traditional computing paradigms at CES in Las Vegas in January. And if ever there was a limelight moment in that regard, AMD found it with the introduction of its new chip and platform architecture formerly known by the code name Strix Halo, and unveiled officially last week as Ryzen AI Max Series. This chip cojoins existing AMD CPU and GPU architectures, along with a high speed memory interface, in an unprecedented way, compared to traditional X86 laptop or desktop chip designs. And it’s safe to say this new Application Processing Unit, as AMD likes to call them, stole the show for many…

In a conversation with AMD’s Mark Papermaster, chief technology officer and executive vice president for technology and engineering, I got a bird’s eye view regarding AMD’s philosophy and long-term sustainability and efficiency efforts. I also had a chance to connect with AMD’s Sam Naffziger, senior vice president, corporate fellow, for a deep-dive technical discussion detailing AMD’s past achievements and what it’s actively doing to maximize AI and HPC compute capabilities, though silicon and system-level optimizations and software co-optimization up and down the stack. Our discussions were eye opening.

AMD just announced the acquisition of Silo AI, the largest private AI lab in Europe. The companies have signed a definitive agreement for AMD to acquire Silo AI in an all-cash transaction valued at approximately $665 million.

In the resounding buzz that AI stirred at Computex 2024 in Taiwan, literally all of the major semiconductor players had something to say, though not all had new technologies that will shape this burgeoning new landscape. AMD, on the other hand, stepped out with a full arsenal of new chip technologies targeted at AI-fueled computing from the client edge to gaming desktops and workstation, and the AI-infused data center.

This morning, AMD marked yet another milestone with the announcement of its new Versal Premium VP1902 adaptive SoC (System On Chip) products. Semiconductor chip design is challenging and expensive. As such, there’s a lot of emulation, prototyping and verification work that goes into designing the next greatest processor, accelerator or platform product, and that’s where FPGAs (Field Programmable Gate Arrays) come in. You can think of FPGAs as both a virtual and physical sandbox for chip engineers to work in and emulate their designs in pre-production silicon, before committing to sending them out to expensive tape-out and chip fab processes for production ASIC (Application Specific IC) designs.

PC gaming is big business these days, from eSports to game streaming, and the lion’s share of the unit volume in the GPU market is delivered at price points south of $400, driving display resolutions at 1080p. This is the target gamer demographic that Nvidia’s recent GeForce RTX 4060 Ti is aimed to address, and this week AMD launched an even more budget-friendly offering of its own with the new Radeon RX 7600, that drops in at just $269…

Some estimates claim the global video streaming market was valued at over $89 billion in 2022, with expectations that it would expand at a compound annual growth rate (CAGR) of 21.5% between now 2030. As the industry expands, the demand for servers and appliances purpose-built to handle the workloads and optimize for latency, bandwidth, density and power will commensurately expand as well.

There’s a silicon slugfest going on right now between AMD (Advanced Micro Devices) and its chief rivals Intel and NVIDIA. If it were not for the continued execution machine that AMD has proven itself to be under the leadership of its CEO, Dr. Lisa Su, one might think this stiff competition is an extremely tall order. But AMD is apparently oblivious, because the company continues a relentless pace of innovation.

In a battle that seems as old as time, Advanced Micro Devices (AMD) has launched new gaming GPUs (Graphics Processing Units) based on its latest RDNA 3 microarchitecture, to do battle with chief rival NVIDIA and its latest GeForce RTX 40 series cards that launched back in October of this year. The new Radeon RX 7900 XTX and 7900 XT are AMD’s newest flagship cards, and the company has managed to deliver a competitive offering for PC Gamers at more attractive price points that deliver a solid value proposition. But before we dig into the particulars on performance and retail pricing, let’s have a high-level look at what makes AMD’s Navi 31 GPU, that powers these new gaming beasts, tick.

Artificial Intelligence and Machine Vision have become and ever increasing part of our daily lives, both personally and professionally. Vision AI permeates everything from assembly line manufacturing to video chats, and touches our daily activities in many ways. As such, there is currently an immense demand for developers in the field.

As the metaverse becomes a larger part of the enterprise, business, and our personal lives, the need to ensure high-speed, reliable and secure wireless communications into the metaverse – across the globe –becomes increasingly more important. To that end, AMD has just announced that its recently acquired Xilinx Zynq UltraScale+ RFSoC is being used in the development of multiple Evenstar radio units (RUs).

This morning AMD announced it completed its acquisition of Silicon Valley adaptable computing powerhouse, Xilinx.