AMD stock rose more than 3% on Monday after Rosenblatt and UBS raised their price targets and Microsoft announced it will use AMD's upcoming Helios rackscale AI platform for Azure workloads. Rosenblat…
Microsoft is expanding Azure's AI infrastructure with AMD's new Helios platform, set to challenge Nvidia's GPU systems in the second half of 2026, and a public GitHub profile suggests Anthropic is als…
Chip stocks recovered Monday, with the Philadelphia Semiconductor index climbing more than 2.6%, after last week's rout sent them into a bear market. AMD rose on news of a deal with Microsoft to deplo…
Nvidia at SIGGRAPH 2026 expanded its Agent Toolkit with new Omniverse libraries—ovrtx for RTX sensor simulation, ovphysx for GPU-accelerated physics, and CAD-to-SimReady skills—enabling AI agents to a…
AMD announced Helios, a single rack containing 72 Instinct MI455X GPUs, 31 terabytes of HBM4 memory, and 2.9 exaflops of FP4 inference compute, as its direct answer to Nvidia's Vera Rubin NVL72. Engin…
Microsoft will offer three new Azure instances powered by AMD Helios racks, joining Meta and OpenAI as large-scale buyers of the systems that start shipping in Q3. The HDv2 VMs target AI data processi…
AMD announced an expanded strategic partnership with Microsoft to deploy the AMD Helios Rackscale Solution on Microsoft Azure, powering frontier model AI inference for Microsoft and its Azure AI servi…
Alphabet Inc. is preparing a new artificial intelligence chip that integrates its Gemini AI model directly into the hardware, according to a report. The chip, designed to enhance performance for AI wo…
Nvidia reported $81.62 billion in quarterly revenue, an 85% year-over-year increase, as Bitcoin miners pivot to AI workloads for up to 25 times higher revenue per kilowatt-hour than traditional mining…
Semiconductor stocks led by AMD, Micron Technology, and SK Hynix jumped on Monday, recovering from a 9% drop in the PHLX Semiconductor Index last week. AMD rose 4% after Rosenblatt and UBS raised pric…
Microsoft is expanding its Azure AI and HPC infrastructure with AMD's latest Helios AI platform and next-generation EPYC datacenter processors, introducing three new virtual machine offerings: HDv2 fo…
AMD launched Helios, its first rack-scale AI system designed to compete with Nvidia, and announced Microsoft as a new customer, joining Meta, OpenAI, and Oracle. The system targets enterprise AI workl…
NVIDIA released the first preview build of its CUDA toolkit for the RTX Spark platform as a native Windows-on-Arm software toolkit, enabling developers to perform native platform optimization for NVID…
AMD engineer Dipesh Sharma posted patches for the GNU Compiler Collection to add AVX10_V2_AUX ISA support, which includes dedicated data processing and format conversion instructions for accelerating …
AMD has acquired FastFlowLM, a startup that built a runtime environment for on-device AI inferencing on AMD hardware, to accelerate its client and workstation AI software stack. The FastFlowLM team, i…
Moonshot AI's Kimi K3, a 2.8-trillion-parameter model that topped the Frontend Code Arena leaderboard on day one, releases its full open weights on July 27. The MXFP4 weights require approximately 1.4…
AMD's ROCm blog explains that choosing the right attention algorithm in ComfyUI can significantly impact performance, memory usage, and stability on AMD GPUs, with PyTorch SDPA recommended as the safe…
AMD's ROCm platform now supports SPIR-V as a portable intermediate representation for GPU code, shifting from ahead-of-time compilation per target to a compile-once, just-in-time specialize-on-device …
Zlvox launched a platform of 25 free developer tools covering AI, JSON, PDF, and other utilities with zero tracking and no sign-up required. The tools include a Reddit search engine with Gemini AI, a …
AMD's upcoming MI400-series MI455X accelerator, codenamed GFX1250 and targeting machine learning, will operate exclusively in Wave32 mode and support WMMA instructions, according to LLVM commits analy…