The market is underpricing memory bandwidth
Compute grew 106x since NVIDIA's P100 in 2016, while memory bandwidth grew only 10.9x, a 10x decline in bytes-per-FLOP that has left AI accelerators bandwidth-starved, according to a chip inventory of…
Compute grew 106x since NVIDIA's P100 in 2016, while memory bandwidth grew only 10.9x, a 10x decline in bytes-per-FLOP that has left AI accelerators bandwidth-starved, according to a chip inventory of…
AMD expects its datacenter AI accelerator business to grow faster in the second half of 2026 than in the first half, and to accelerate further in 2027, driven by its Helios rackscale systems with MI45…
Advanced Micro Devices (AMD) forecast third-quarter revenue of roughly $13 billion, surpassing analyst expectations of $12.52 billion, driven by surging demand for its AI data-center chips. The compan…
AMD reported record second-quarter revenue of $11.54 billion, up 50% year-over-year, with data center revenue more than doubling to $6.7 billion, yet shares fell 7.63% in extended trading after the co…
AMD will report Q2 earnings on Tuesday as chip stocks have dropped 20% since mid-June. AMD stock is up 194% in the last 12 months, driven by AI demand for CPUs. The company launched its Helios racksca…
AMD launched MI455X chips, Helios racks, and Venice Epyc CPUs at its Advancing AI event, with OpenAI and Cerebras pledging to deploy the hardware at scale. CEO Lisa Su predicted the total addressable …
AMD and Cerebras Systems announced a partnership to build a disaggregated AI inference system combining AMD's Helios rackscale solution with Cerebras's Wafer-Scale Engine, claiming up to 5x higher tok…
AMD launched its Helios rackscale system at its Advancing AI event in San Francisco, directly challenging Nvidia's dominance in the AI data center market. CEO Lisa Su announced the platform is in full…
AMD launched the Instinct MI400 Series GPUs for AI workloads, including the MI455X for frontier AI and the MI430X for sovereign AI and HPC. Built on CDNA 5 architecture and a 2nm process, the MI455X f…
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 …
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…
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…
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…
AMD's upcoming MI400-series MI455X accelerator, codenamed GFX1250 and targeting machine learning, will operate exclusively in Wave32 mode and support WMMA instructions, according to LLVM commits analy…