AMD unveiled its Helios rack-scale AI system at its Advancing AI 2026 conference on July 23, a fully integrated rack packing 72 Instinct MI455X GPUs and 18 6th Gen EPYC "Venice" CPUs with up to 2.9 ex…
Raymond James analyst Simon Leopold upgraded AMD to Strong Buy from Outperform and raised his price target to $641 from $565, implying nearly 40% upside, citing AMD's AI chip strength and a projected …
AMD detailed the system architecture of its MI400 series Instinct accelerators at Hot Chips 2026, centering on the Helios rack-scale platform built from the 96-core EPYC Venice CPU, Instinct MI455X GP…
AMD is expected to report strong earnings today, driven by robust demand for its AI chips, with revenue growth accelerating from 8.9% in Q2 2024 to 37.8% in Q1 2026 and sales per employee rising from …
AMD launched Helios, a rack-scale AI system combining 72 Instinct MI455X GPUs with 18 sixth-generation EPYC Venice CPUs, at its Advancing AI event on July 23. AMD says the system is in production, whi…
AMD at its Advancing AI 2026 event in San Francisco detailed its next-generation AI infrastructure, including the Instinct MI455X GPU, 6th Gen EPYC "Venice" CPUs, and the Helios rack-scale platform. T…
AMD announced its 6th Gen EPYC server CPUs, codenamed Venice, at the Advancing AI 2026 event, featuring up to 256 cores, 512 threads per socket, 1.6TB/s memory bandwidth, and the first PCIe Gen 6 in a…
AMD CEO Dr. Lisa Su will deliver the Advancing AI 2026 keynote in San Francisco, unveiling the company's first rackscale system, Helios, which integrates MI455X GPUs, EPYC 'Venice' CPUs, and Pensando …
Agentic AI compute is reshaping cloud economics as demand for both GPUs and high-core-count CPUs surges, according to Steve Berg, corporate vice president and general manager of the server CPU Cloud B…
At AMD Advancing AI 2026 in San Francisco, AMD announced the EPYC "Venice" server chip, the Instinct MI450 series, and the Helios rack-scale system, with Meta and OpenAI committing approximately 12 gi…
AMD will invest up to $5 billion in Anthropic equity and supply up to 2 gigawatts of Instinct MI455X GPUs for deployment starting in the first half of 2027, the companies announced July 22. The deal, …
AMD launched Helios, its first complete open rackscale AI infrastructure system integrating Instinct GPUs, EPYC CPUs, Pensando networking, and ROCm software, marking its biggest push yet to challenge …
Microsoft will deploy AMD's Helios rack-scale AI platform at scale on Azure, making it the first hyperscaler to publicly commit to the platform. The deployment, expected to begin in the second half of…
TSMC reported a record monthly revenue of 442.68 billion NTD ($13.75 billion) in June 2026, a 67.9% increase year-over-year driven by AI data center expansion. The company also began high-volume manuf…
AMD CTO Mark Papermaster confirmed the EPYC "Venice" Zen 6 server CPU will launch at AMD's Advancing AI event on July 22-23. Built on TSMC's 2nm process, the chip offers up to 256 cores and over 70% p…
Samsung Electronics has begun mass production of the PM1763, its first PCIe 6.0 enterprise SSD designed for AI and HPC servers. The drive delivers sequential read speeds up to 28,400 MB/s and write sp…