Investors are punishing Big Tech stocks for rising AI capital expenditures, but AMD CEO Lisa Su, Mastercard CEO Michael Miebach, and IBM CFO Jim Kavanaugh all report strong AI monetization and product…
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 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…
Advanced Micro Devices Inc. CEO Lisa Su used the Advancing AI 2026 keynote to reposition AMD as a full-stack AI infrastructure vendor, unveiling the Helios rack and Instinct MI450 with claims of up to…
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…
AMD CEO Lisa Su dismissed concerns about a potential AI industry bubble, arguing that the intertwined ecosystem of tech companies, including Nvidia, Microsoft, and OpenAI, is necessary for large-scale…
AMD CEO Lisa Su announced the Venice series CPUs at the Advancing AI event, projecting the AI accelerator market will reach $1.4 trillion by 2030 as agentic AI drives demand. The sixth-generation EPYC…
AMD CEO Lisa Su announced a new partnership with Anthropic, emphasizing that the AI ecosystem should be 'intertwined' for mutual success. Su discussed the collaboration with Yahoo Finance, highlightin…
AMD CEO Lisa Su unveiled next-generation Epyc CPUs at the Advancing AI 2026 event in San Francisco on Thursday, splitting Zen 6 Epyc into four classes: Venice SP7, Venice SP8, Venice-X, and Verano, wi…
AMD CEO Lisa Su said demand for AI compute is at a premium and hyperscalers are seeing returns on their AI investments, justifying increased capital expenditure. AMD unveiled its next-generation Insti…
AMD CEO Lisa Su told Yahoo Finance that AI demand is not slowing down 'at all,' dismissing concerns about a potential slowdown in the sector. Su made the remarks during a conversation with Executive E…
AMD announced a server CPU roadmap extending to 2030, with Zen 7-based EPYC processors codenamed Florence, Ferrara, and Fidenza targeting 2028, followed by Zen 8-based Ravenna CPUs in 2030. The compan…
Advanced Micro Devices (AMD) unveiled its Helios AI rack-scale system at the Advancing AI conference in San Francisco, directly challenging Nvidia's dominance in AI data center infrastructure. CEO Lis…
Advanced Micro Devices (AMD) announced new data center products, including microprocessors, an AI accelerator, and a server design, claiming they outperform rival Nvidia's offerings as the company tar…
AMD has begun production of Helios, an AI server rack competing with Nvidia's data center systems, with Samsung Electronics supplying the high-bandwidth memory. AMD CEO Lisa Su announced the milestone…
AMD CEO Dr. Lisa Su announced during the Advancing AI keynote that the company's Instinct MI500 series GPUs, set for 2027, will support both copper and optical connectivity, delivering the largest gen…
AMD CEO Lisa Su defended open-source AI models on Thursday at the company's Advancing AI conference in San Francisco, following a security breach in which OpenAI agents hacked Hugging Face and were st…
AMD and Cerebras Systems announced a collaboration to develop a disaggregated compute platform combining AMD Instinct GPUs with Cerebras' SRAM-powered wafer-scale AI accelerators, aiming to deliver ul…
AMD CEO Lisa Su announced the Helios rack-scale AI system and sixth-generation Epyc 9006 Series CPUs at the Advancing AI conference in San Francisco on July 23, directly challenging Nvidia's dominance…
AMD CEO Lisa Su unveiled the company's AI roadmap at Advancing AI 2026, highlighting next-generation CPUs, GPUs, and the Helios rack-scale system, which she called 'simply the best AI rack in the worl…