amd
30 articles about amd in AI news
Microsoft to Deploy AMD Helios Rack-Scale AI at Scale on Azure
Microsoft will deploy AMD's Helios rack-scale AI accelerator at scale on Azure, powered by MI455X GPUs and Epyc Venice CPUs. The move diversifies Azure's AI silicon beyond Nvidia.
Intel Targets Nvidia, AMD with New AI Chip Launch by End 2026
Intel plans to launch a new AI data center chip by end of 2026, targeting Nvidia and AMD in the AI infrastructure market.
AMD's Lemonade v10.8 Adds MCP Support, Letting Claude Desktop and Cursor Route Tasks to Local AMD GPUs
AMD-backed Lemonade v10.8, released June 17, now exposes a Model Context Protocol server, letting Claude Desktop, Cursor, and GitHub Copilot route inference tasks to local AMD Ryzen AI NPUs, Radeon GPUs, or plain CPUs — no cloud API required. The update also adds Moonshine speech-to-text, expanded R
Amazon, Nvidia, AMD Lead $310M Odyssey ML Round at $1.45B Valuation
Odyssey ML raised $310M at $1.45B from Amazon, Nvidia, AMD to build 3D world models simulating physics beyond LLMs.
TensorWave Raises $350M Series B for AMD-Powered GPU Clusters
TensorWave raised $350M Series B for AMD-powered GPU clusters in North America, challenging Nvidia's dominance.
JPMorgan, OQC, AMD Build First Quantum AI Data Center for Finance
JPMorgan, OQC, and AMD are building a dedicated quantum AI data center for financial workflows, moving from remote-access demos to enterprise-grade infrastructure. No budget or timeline disclosed.
AMD Gives OSS Maintainers $3.6M MI355X Cluster Access
AMD gives vLLM/SGLang maintainers $3.6M MI355X cluster access, ending NVIDIA's monopoly on OSS inference hardware access.
AMD ROCm Performance Jumps 75x in 14 Days Post-DeepSeek v4
AMD ROCm stack improved 75x in 14 days post-DeepSeek v4 via fused operations. Still needs 5x more to match B200 performance.
AMD Launches PCIe GPU for AI Workloads, Targets Existing Server Install Base
AMD launched a PCIe-based GPU for AI workloads, targeting existing servers. The card provides immediate boost without new data center buildouts.
AMD MI350P PCIe Card Claims 40% FP8 Lead Over Nvidia H200 NVL
AMD launched MI350P PCIe AI card with 144GB HBM3E, claiming 39% FP8 lead over Nvidia H200 NVL. Targets drop-in air-cooled server upgrades.
AMD Backs UALink Open Interconnect to Challenge NVIDIA NVLink in AI
AMD is supporting the newly formed UALink Consortium, which aims to create an open standard for connecting AI accelerators. This move challenges NVIDIA's control over the critical NVLink technology that underpins its AI data center systems.
AMD AI Director Reports Claude Code Quality Decline, Cites 234k Tool Calls
An AMD AI executive presented data from over 6,800 sessions showing Claude Code's performance has declined since early March, with rising instances of shallow reasoning and incomplete tasks. This raises significant trust issues for engineers using the model in complex development workflows.
MLPerf 6.0: NVIDIA Sweeps New Benchmarks, AMD MI355X Within 30% on Select Tests
MLPerf 6.0 results show NVIDIA winning every new benchmark, with its GB300 NVL72 system achieving nearly 3x more throughput than six months ago. AMD's MI355X showed progress, coming within 10-30% on select single-node tests but skipping most new benchmarks.
Developer Ranks NPU Model Compilation Ease: Apple 1st, AMD Last
Developer @mweinbach ranked the ease of using AI coding agents to compile ML models for NPUs. Apple's ecosystem was rated easiest, while AMD's tooling was ranked most difficult.
Meta's $100B AMD Gamble: The AI Chip War Enters Its Most Strategic Phase
Meta has secured a landmark deal to purchase up to $100 billion worth of AMD AI chips, receiving a massive stock warrant in return. This unprecedented agreement signals Meta's aggressive push to diversify its AI infrastructure beyond Nvidia while pursuing ambitious 'personal superintelligence' goals.
Meta's $100 Billion AMD Bet: The AI Infrastructure Arms Race Reaches New Heights
Meta has reportedly signed a staggering $100 billion agreement with AMD to secure 6GW of data center capacity, signaling an unprecedented commitment to AI infrastructure. The timing—just before NVIDIA's quarterly results—highlights intensifying competition for computing resources essential for next-generation AI models.
NVIDIA's DreamDojo: Teaching Robots to 'Dream' in Pixels with 44,000 Hours of Human Experience
NVIDIA has open-sourced DreamDojo, a revolutionary robot world model trained on 44,711 hours of real-world human video. Instead of relying on physics engines, it predicts action outcomes directly in pixel space, potentially accelerating robotics development by orders of magnitude.
Supermicro: Double-Wide Racks, Liquid Cooling, and the Storage Bottleneck
Supermicro CBO says double-wide racks and liquid cooling are standard for AMD Helios and NVIDIA Vera Rubin, and storage is now the main AI bottleneck.
ZML releases free LLM inference server supporting Nvidia
ZML released LLMD, a free inference server for LLMs supporting Nvidia, AMD, Google TPU, Apple Metal, and Intel Arc, aiming to reduce AI costs and break vendor lock-in.
Nvidia's Next-Gen AI Rack Delayed to 2028, SemiAnalysis Says
Nvidia's next-gen AI rack delayed to 2028 on manufacturing snags per SemiAnalysis. Delay benefits AMD and custom silicon rivals.
NVIDIA Vera CPU Benchmarks: 1.55x Faster Than Intel Xeon in Phoronix Tests
NVIDIA Vera CPU benchmarks show 1.55x performance over Intel Xeon 6980P and 10% over AMD EPYC 9575F, with 1.2 TB/s memory bandwidth.
Jensen Huang's 30-Year TSMC Battle: From 3D Graphics to AI GPUs
A 30-year-old comic shows Jensen Huang convincing TSMC to supply wafers for 3D graphics chips. Today, he's still fighting for wafer supply, but now for AI GPUs, alongside Broadcom, AMD, MediaTek, and Amazon.
UALink 2.0 Spec Finalized, Aims to Challenge NVLink for AI Clusters
The UALink 2.0 interconnect specification has been finalized, providing a standardized way to link AI accelerators from AMD, Intel, and others. However, it lags behind NVIDIA's established NVLink technology in real-world deployment.
DeepSeek V4 Launch Signals China's Strategic Shift in AI Chip Independence
DeepSeek's upcoming V4 multimodal model prioritizes domestic chip partners Huawei and Cambricon over NVIDIA and AMD, marking a significant move toward Chinese AI self-sufficiency amid ongoing U.S. export restrictions.
Supermicro's 7,000-lb Double-Wide Rack Targets B300 Memory Squeeze
Supermicro's 7,000-pound double-wide rack targets B300 memory squeeze with denser GPU packing and liquid cooling, announced at Computex 2026.
CacheBlend: 2-4x Faster KV Cache for Multi-Doc Queries
CacheBlend reuses per-document KV caches by recomputing only boundary tokens, achieving 2-4x speedups on multi-document queries. Alibaba data shows 10% of blocks serve 77% of hits.
Alibaba Open-Sources SAIL Stack to Break Nvidia CUDA Lock-In
Alibaba T-Head open-sourced SAIL stack for Zhenwu chips at WAIC, targeting Nvidia CUDA dominance with 7-day migration claim.
AI cuts ecommerce costs 30%: 3 shifts reshaping online retail in 2026
Digital Commerce 360 reports three AI-driven ecommerce trends for 2026: agentic commerce, hyper-personalization, and automation. Early adopters like Shopify and Walmart see 30% cost cuts and 15-20% conversion boosts.
TSMC Pledges Extra $100B for Arizona, Total US Investment Hits $265B
TSMC pledged $100B more for Arizona fabs, total US investment $265B, driven by AI chip demand. Net income surged 77% to $22B in Q2.
Nvidia Vows 'Giant Amounts' of Vera Rubin as Blackwell Delays Bite
Nvidia CEO Huang pledges 'giant amounts' of Vera Rubin chips, asserting roadmap intact amid Blackwell delays. Japan's $2B+ Rubin factory anchors real demand.