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 will invest up to $5 billion in Anthropic as part of a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 AI GPUs using the Helios rack-scale system, with the first gigawatt p…
AMD introduced ROCm AMD Infinity Context (ROCm AIC), a purpose-built KV cache storage tier for distributed inference on AMD Instinct GPUs, starting with MI300X and MI350 Series. ROCm AIC uses low-late…
AMD launched Helios, its first rack-scale AI system with 72 MI455X GPUs and 31TB of HBM4 memory delivering 2.9 exaflops of FP4 compute, and announced Microsoft as a customer for Azure deployment start…
Nvidia is touting performance gains for its Vera Rubin platform ahead of AMD's Advancing AI conference, with CoreWeave seeing 10 times more tokens per watt running DeepSeek's R1 model compared to the …
Microsoft will deploy AMD's Helios rackscale solution to power model inference and Azure AI services, part of an expanded partnership spanning GPUs, CPUs, networking, and software. The double-wide Hel…
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 …
AMD shipped its first rack-scale AI system, Helios, on July 20, landing Microsoft Azure, Meta, OpenAI, and Oracle as customers. One rack packs 72 MI455X GPUs, 31 TB of HBM4, and 2.9 exaFLOPS of FP4 co…
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…
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…
Microsoft and AMD announced a partnership to deploy large-scale AI clusters on Azure using AMD's Helios rack design, which includes MI455X GPUs, Venice Epyc 9006 CPUs, Pensando DPUs, and the ROCm soft…
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…
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 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…
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…
Galaxy Digital, a Nasdaq-listed trading, asset-management and data-center company, has secured a $70 million, 15-year naming rights deal with Texas Tech University to rebrand the football stadium as G…
AMD reported Q1 2026 revenues of $10.25 billion, a 38% year-over-year increase, with data center revenue reaching approximately $5.775 billion, up 57%. The chipmaker is expanding AI infrastructure thr…
Supermicro expanded its Data Center Building Block Solutions liquid cooling lineup with a ten-model Rear Door Heat Exchanger portfolio spanning 10kW to 120kW at the door level and up to 240kW at the r…