AMD's stock surged 142% in the first half of 2026, far outpacing Nvidia's 4% gain, even though Nvidia still commands 87.4% of AI data center GPU revenue according to Axis Intelligence. AMD's data cent…
George Hotz at AMD Advancing AI 2026 argued that the next leap in AI is not bigger models but smarter utilization of existing compute, emphasizing tighter integration between model reasoning and hardw…
Nvidia commands up to 81% of AI accelerator revenue in the first half of 2026, with data center sales projected to exceed $150 billion for the year, but its stock gained only 15% while AMD surged roug…
AMD's move to provide machine-readable Instruction Set Architecture (ISA) specifications could transform GPU programming by enabling LLM agents to directly generate optimized kernels, bypassing the ne…
A joint AMD–Meta team ported Meta's PyTorch Monarch distributed-training runtime to AMD's ROCm platform, running it on clusters of 128 MI300 and 256 MI355 GPUs with all 1,171 tests passing on ROCm 7.0…
OpenAI has proposed giving the U.S. government a 5 percent stake in the company, worth about $42.6 billion at OpenAI's reported $852 billion valuation, as part of a plan to place the stake in a public…
Hewlett Packard Enterprise Co. senior vice president Trish Damkroger said supercomputing and enterprise AI infrastructure are converging into a unified foundation, with AI agents already running scien…
AMD announced an integrated platform for robotics and autonomous systems, targeting physical AI computing with standardized architectures and open ecosystems to simplify development and deployment acr…
AWS EC2 compute is evolving to meet demand from agentic AI and physical AI workloads, with customers using AMD-based instances for AI inference alongside traditional HPC tasks, according to Art Baudo,…
Primate Labs released Geekbench 7, a major overhaul of the cross-platform benchmark suite with updated CPU and GPU tests, including NVIDIA CUDA support. The CPU benchmark now includes a media group an…
SPAN, in partnership with Nvidia and PulteGroup, will mount 16-GPU compute nodes on suburban homes starting Q3 2026, offering hosts $150-a-month utility and internet coverage, as AI's power demand dri…
Nvidia and SK Group announced a $500 billion-plus strategic partnership on July 24-25, 2026, covering a 2-gigawatt AI factory in South Korea and a long-term memory co-development pact with SK Hynix th…
Foundation Future Industries announced on July 23 that its Phantom line of humanoid war robots will use AMD Ryzen AI Embedded X100 Series processors, with mass production slated for late 2026. The com…
Advanced Micro Devices Inc. is repositioning itself as a provider of fully integrated rack-scale systems for AI workloads, shifting the GPU battle from individual chip specifications to validated infr…
AMD has a great chance of breaking Nvidia's CUDA software moat in AI accelerators, according to SemiAnalysis, which upgraded its outlook from zero to non-zero to now a strong probability of success, c…
AMD at its Advancing AI event in San Francisco unveiled ROCm.AI, a platform that uses frontier AI models to automatically optimize GPU kernels and inference performance on AMD Instinct hardware, claim…
AMD announced at its Advancing AI event in San Francisco that its ROCm software stack will adopt a six-week release cycle, replacing the previous quarterly schedule to deliver new features, performanc…
AMD and Cerebras Systems announced a technical partnership to deliver a disaggregated AI inference solution combining AMD Helios rackscale solutions with the Cerebras Wafer-Scale Engine, unveiled at A…
AMD stock received price-target hikes from analysts following news related to its AI computer technology. The upgrades reflect growing confidence in AMD's position in the AI chip market.…
AMD CEO Lisa Su said AI training compute needs have increased 5X annually since 2020, with inference expected to account for 60% of the AI accelerator market in 2025 versus 40% for training, up from a…