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30 articles about amd in AI news
Sunrise Extends Amdocs Partnership to Deploy Agentic AI Platform for CRM
Sunrise Communications extended its Amdocs partnership to deploy an agentic AI platform for CRM evolution. The move signals growing telecom adoption of autonomous AI agents for customer service automation, with implications for retail's high-volume service operations.
AMD 2Q26: Revenue Hits Record $11.54B, DC Segment Doubles
AMD reported record 2Q26 revenue of $11.54B, up 50% y/y with 56% gross margin, as data center segment revenue is set to more than double year-over-year.
AMD-Cerebras Disaggregated Inference: 5× T/s/W, Prompt vs. Decode Split
AMD and Cerebras launched a disaggregated inference platform splitting prompt processing on Helios from decode on WSE, claiming up to 5× T/s/W.
AMD to Supply Anthropic with 2GW of MI450 GPUs, Invest Up to $5B
AMD to supply Anthropic with 2GW MI450 GPUs in H1 2027 and invest up to $5B, challenging Nvidia's AI hardware dominance.
Meta Custom AMD MI400 Half-Size Chip Targets RecSys, 144GB HBM
Meta custom AMD MI400 half-size chip uses 144GB HBM, targeting recsys workloads for lower cost and power.
Nvidia Vera CPU Hits SPECrate 2026: 1.7× AMD Epyc 9755
Nvidia's Vera CPU scored 1.7× SPECrate integer 2026 vs AMD Epyc 9755. First custom core for agentic AI, H2 2026 release.
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.
US Lawmaker Pushes Enforced Chip Export Due-Diligence Rule
A US House member urges enforcement of Biden-era export controls requiring chipmakers like Nvidia and AMD to vet customers. The October 2022 rule exists but lacks enforcement teeth.
Anthropic Builds In-House Chip Team for Claude Co-Design
Anthropic is building an in-house chip team to co-design hardware with Claude, aiming for faster, cheaper inference. The company maintains a multi-chip strategy with AWS, Google, Nvidia, and AMD.
NVIDIA Vera CPU Claims 3.67x Storage Speed vs x86
NVIDIA's Vera Arm CPU claims 3.67x faster storage processing than x86, targeting Intel and AMD via BlueField-4 STX.
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.