Anthropic PBC will purchase up to two gigawatts of graphics cards from Advanced Micro Devices Inc. as part of a multibillion-dollar deal announced today. AMD will invest up to $5 billion in Anthropic …
Mistral AI SAS has struck a multibillion-dollar deal with Microsoft Corp. to expand its computing infrastructure in Europe and increase availability of its large language models in the U.S., Microsoft…
Super Micro Computer Inc. shares surged more than 19% in extended trading after the AI server maker reported a $60 billion order backlog and forecast gross margins of 15% to 17% for its fiscal fourth …
Advanced Micro Devices Inc. has grown its x86 server processor revenue share from 8% five years ago to 46% today, driven by a deliberate strategy to transition from chip designer to rack-level system …
TheCUBE Research Chief Analyst Dave Vellante said enterprises must get on the AI curve faster to enable more AI projects and drive 10x productivity gains, as Advanced Micro Devices Inc. CEO Lisa Su no…
Nvidia Corp. revealed performance benchmarks for its next-generation Vera Rubin platform, showing a 10x improvement in tokens per watt on DeepSeek's R1 model compared to the previous GB200 NVL72 syste…
Microsoft Corp. will use Advanced Micro Devices Inc.'s upcoming Helios rack design, featuring 72 Instinct MI455 GPUs with 432 GB of HBM4 memory and CDNA 5 architecture, to power new Azure ND MI455X v7…
Advanced Micro Devices Inc. is positioning itself as the indispensable second platform in the AI infrastructure market, rather than trying to beat Nvidia Corp., according to a Breaking Analysis. CEO L…
The Trump administration plans to ease export restrictions on the United Arab Emirates, allowing the Gulf state to purchase advanced technologies including AI chips from Nvidia, AMD, and Cerebras. The…
Self-driving startup Turing Inc. has secured backing from AMD Ventures and begun adopting AMD's AI accelerators to diversify its supply chain and reduce costs. The Japanese company, which previously r…
Nvidia Corp.'s market value has dropped by roughly $1 trillion since May, pushing its stock to its cheapest level since before the AI boom, now trading at 18 times forward earnings. The selloff reflec…
OpenAI and Broadcom unveiled their first custom AI chip, Jalapeno, which shows cost savings of roughly 50% compared to typical AI GPUs. The chip is being tested and will be integrated into data center…