Compute
The First AI Benchmarks Pitting AMD Against Nvidia
Rated horsepower for a compute engine is an interesting intellectual exercise, but it is where the rubber hits the road that really matters. …
AMD
AI
Why AMD Spent $4.9 Billion To Buy ZT Systems
If AMD is willing and eager to spend $4.9 billion to buy a systems company – that is more than its entire expected haul for sales of datacenter GPUs for 2024 – then you have to figure that acquisition is pretty important. …
AI
AMD Breaks $1 Billion In Datacenter GPU Sales In Q2
As expected, AMD has once again raised its forecast for sales of its Instinct MI300 series GPUs, and as it has broken through $1 billion in revenues for its “Antares” line of compute engines in the second quarter, it is now expecting to surpass $4.5 billion in sales of these devices for all of 2024. …
AI
Stacking Up AMD Versus Nvidia For Llama 3.1 GPU Inference
Training AI models is expensive, and the world can tolerate that to a certain extent so long as the cost inference for these increasingly complex transformer models can be driven down. …
Compute
AMD’s Long And Winding Road To The Hybrid CPU-GPU Instinct MI300A
Back in 2012, when AMD was in the process of backing out of the datacenter CPU business and did not really have its datacenter GPU act together at all, the US Department of Energy exhibited the enlightened self-interest that is a strong foundation of both economics and politics and took a chance and invested in AMD to do research in memory technologies and hybrid CPU-GPU computing at exascale. …
AI
Ongoing Saga: How Much Money Will Be Spent On AI Chips?
Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …
AI
AMD Builds Out Its AI Software And Services Stack With Silo AI Buy
You can build a software ecosystem if you have time. But sometimes, you want to speed things up, and then you have to pay to build that ecosystem out. …
Compute
The Appetite For Datacenter Compute Is Ravenous
It has been an invaluable asset for AMD as it re-engaged in the datacenter in the past decade to have Forrest Norrod as the general manager of its datacenter business. …
Compute
AMD Previews “Turin” Epyc CPUs, Expands Instinct GPU Roadmap
Computex, the annual conference in Taiwan to showcase the island nation’s vast technology business, has been transformed into what amounts to a half-time show for the datacenter IT year. …
Compute
How Much Can Dell Profit From The AI Wave?
For most of the generative AI revolution thus far, the big original equipment manufacturers, or OEMs, have been sidelined as Nvidia and now AMD have done direct allocations of their GPU compute engines to hyperscalers, cloud builders, and other lighthouse customers. …