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. …
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. …
After its acquisitions of ATI in 2006 and the maturation of its discrete GPUs with the Instinct line from the past few years and the acquisitions of Xilinx and Pensando here in 2022, AMD is not just a second source of X86 processors. …
The hyperscalers, cloud builders, HPC centers, and OEM server manufacturers of the world who build servers for everyone else all want, more than anything else, competition between component suppliers and a regular, predictable, almost boring cadence of new component introductions. …
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