Latest news with #AMDInstinct
CNBC
7 days ago
- Business
- CNBC
AMD shares rise 10% after analysts say they expect a 'snapback' for chipmaker
Shares of Advanced Micro Devices rose nearly 10% on Monday after analysts at Piper Sandler lifted their price target on the stock on optimism about the chipmaker's latest product announcement. The analysts said they see a snapback for AMD's graphics-processing units (GPUs) in the fourth quarter. That's when they expect the chipmaker to be through the bulk of the $800 million in charges that AMD said it would incur as a result of a new U.S. license requirement that applies to exports of semiconductors to China and other countries. Last week, AMD revealed its next-generation AI chips, the Instinct MI400 series. Notably, the company unveiled a full-server rack called Helios that enables thousands of the chips to be tied together. That chip system is expected to be important for artificial intelligence customers like cloud companies and developers of large language models. AMD CEO Lisa Su showed the products on stage at an event in San Jose, California, alongside OpenAI CEO Sam Altman, who said they sounded "totally crazy." "Overall, we are enthused with the product launches at the AMD event this week, specifically the Helios rack, which we think is pivotal for AMD Instinct growth," the analysts wrote in their note. Piper Sandler raised its price target for AMD's share price from $125 to $140. The stock jumped past $127 on Monday and is at its highest since Jan. 6, before President Donald Trump announced sweeping new tariffs or AMD warned of the chip control charges.
Channel Post MEA
16-06-2025
- Business
- Channel Post MEA
Oracle And AMD Collaborate To Deliver Breakthrough Performance In AI Workloads
Oracle and AMD have announced that AMD Instinct MI355X GPUs will be available on Oracle Cloud Infrastructure (OCI) to give customers more choice and more than 2X better price-performance for large-scale AI training and inference workloads compared to the previous generation. Oracle will offer zettascale AI clusters accelerated by the latest AMD Instinct processors with up to 131,072 MI355X GPUs to enable customers to build, train, and inference AI at scale. 'To support customers that are running the most demanding AI workloads in the cloud, we are dedicated to providing the broadest AI infrastructure offerings,' said Mahesh Thiagarajan, executive vice president, Oracle Cloud Infrastructure. 'AMD Instinct GPUs, paired with OCI's performance, advanced networking, flexibility, security, and scale, will help our customers meet their inference and training needs for AI workloads and new agentic applications.' To support new AI applications that require larger and more complex datasets, customers need AI compute solutions that are specifically designed for large-scale AI training. The zettascale OCI Supercluster with AMD Instinct MI355X GPUs meets this need by providing a high-throughput, ultra-low latency RDMA cluster network architecture for up to 131,072 MI355X GPUs. AMD Instinct MI355X delivers nearly triple the compute power and a 50 percent increase in high-bandwidth memory than the previous generation. 'AMD and Oracle have a shared history of providing customers with open solutions to accommodate high performance, efficiency, and greater system design flexibility,' said Forrest Norrod, executive vice president and general manager, Data Center Solutions Business Group, AMD. 'The latest generation of AMD Instinct GPUs and Pollara NICs on OCI will help support new use cases in inference, fine-tuning, and training, offering more choice to customers as AI adoption grows.' AMD Instinct MI355X Coming to OCI AMD Instinct MI355X-powered shapes are designed with superior value, cloud flexibility, and open-source compatibility—ideal for customers running today's largest language models and AI workloads. With AMD Instinct MI355X on OCI, customers will be able to benefit from: Significant performance boost: Helps customers increase performance for AI deployments with up to 2.8X higher throughput. To enable AI innovation at scale, customers can expect faster results, lower latency, and the ability to run larger AI workloads. Helps customers increase performance for AI deployments with up to 2.8X higher throughput. To enable AI innovation at scale, customers can expect faster results, lower latency, and the ability to run larger AI workloads. Larger, faster memory: Allows customers to execute large models entirely in memory, enhancing inference and training speeds for models that require high memory bandwidth. The new shapes offer 288 gigabytes of high-bandwidth memory 3 (HBM3) and up to eight terabytes per second of memory bandwidth. Allows customers to execute large models entirely in memory, enhancing inference and training speeds for models that require high memory bandwidth. The new shapes offer 288 gigabytes of high-bandwidth memory 3 (HBM3) and up to eight terabytes per second of memory bandwidth. New FP4 support: Allows customers to deploy modern large language and generative AI models cost-effectively with the support of the new 4-bit floating point compute (FP4) standard. This enables ultra-efficient and high-speed inference. Allows customers to deploy modern large language and generative AI models cost-effectively with the support of the new 4-bit floating point compute (FP4) standard. This enables ultra-efficient and high-speed inference. Dense, liquid-cooled design: Enables customers to maximize performance density at 125 kilowatts per rack for demanding AI workloads. With 64 GPUs per rack at 1,400 watts each, customers can expect faster training times with higher throughput and lower latency. Enables customers to maximize performance density at 125 kilowatts per rack for demanding AI workloads. With 64 GPUs per rack at 1,400 watts each, customers can expect faster training times with higher throughput and lower latency. Built for production-scale training and inference: Supports customers deploying new agentic applications with a faster time-to-first token (TTFT) and high tokens-per-second throughput. Customers can expect improved price performance for both training and inference workloads. Supports customers deploying new agentic applications with a faster time-to-first token (TTFT) and high tokens-per-second throughput. Customers can expect improved price performance for both training and inference workloads. Powerful head node: Assists customers in optimizing their GPU performance by enabling efficient job orchestration and data processing with an AMD Turin high-frequency CPU with up to three terabytes of system memory. Assists customers in optimizing their GPU performance by enabling efficient job orchestration and data processing with an AMD Turin high-frequency CPU with up to three terabytes of system memory. Open-source stack: Enables customers to leverage flexible architectures and easily migrate their existing code with no vendor lock-in through AMD ROCm. AMD ROCm is an open software stack that includes popular programming models, tools, compilers, libraries, and runtimes for AI and HPC solution development on AMD GPUs. Enables customers to leverage flexible architectures and easily migrate their existing code with no vendor lock-in through AMD ROCm. AMD ROCm is an open software stack that includes popular programming models, tools, compilers, libraries, and runtimes for AI and HPC solution development on AMD GPUs. Network innovation with AMD Pollara: Provides customers with advanced RoCE functionality that enables innovative network fabric designs. Oracle will be the first to deploy AMD Pollara AI NICs on backend networks, providing advanced RoCE functions such as programmable congestion control and support for open industry standards from the Ultra Ethernet Consortium (UEC) for high-performance and low latency networking.
Channel Post MEA
15-05-2025
- Business
- Channel Post MEA
AMD And HUMAIN Sign $10B Deal To Advance Global AI
AMD and HUMAIN have announced a landmark agreement to build the world's most open, scalable, resilient, and cost-efficient AI infrastructure, that will power the future of global intelligence through a network of AMD-based AI computing centers stretching from the Kingdom of Saudi Arabia to the United States. As part of the agreement, the parties will invest up to $10B to deploy 500 megawatts of AI compute capacity over the next five years. The AI superstructure built by AMD and HUMAIN will be open by design, accessible at scale, and optimized to power AI workloads across enterprise, start-up and sovereign markets. HUMAIN will oversee end-to-end delivery, including hyperscale data center, sustainable power systems, and global fiber interconnects, and AMD will provide the full spectrum of the AMD AI compute portfolio and the AMD ROCm open software ecosystem. 'At AMD, we have a bold vision to enable the future of AI everywhere – bringing open, high-performance computing to every developer, AI start-up and enterprise around the world,' said Dr. Lisa Su, Chair and CEO, AMD. 'Our investment with HUMAIN is a significant milestone in advancing global AI infrastructure. Together, we are building a globally significant AI platform that delivers performance, openness and reach at unprecedented levels.' 'This is not just another infrastructure play – it's an open invitation to the world's innovators,' said Tareq Amin, CEO of HUMAIN. 'We are democratizing AI at the compute level, ensuring that access to advanced AI is limited only by imagination, not by infrastructure.' With initial deployments already underway across key global regions, the collaboration is on track to activate multi-exaflop capacity by early 2026, supported by next-gen AI silicon, modular data center zones, and a developer-enablement focused software platform stack built around open standards and interoperability. Full-Spectrum AI at Scale The collaboration will deliver a market-defining value proposition by combining the Kingdom's energy resources, AI-ready workforce and forward-looking national AI policies with the AMD full-spectrum AI stack including: AMD Instinct GPUs, with industry-leading memory and inference performance. AMD EPYC CPUs, offering world-class compute density and energy efficiency. AMD Pensando DPUs, enabling scalable, secure, and programmable networking. AMD Ryzen AI, bringing on-device AI compute to the edge. AMD ROCm open software ecosystem with built-in support for all AI frameworks (PyTorch, SGLang, etc.) 0 0
Yahoo
19-04-2025
- Business
- Yahoo
2 No-Brainer AI Stocks to Buy Right Now
Stocks across industries have suffered in recent times, amid concerns that President Trump's tariffs on imports would crush earnings and economic growth. But investors have been particularly worried about technology companies as many rely on producing their goods abroad. That means as they import these products into the U.S., they'll have to pay import duties, cutting into their profits. In recent days, Trump put an exemption on electronics products, but this exemption may not be permanent. All of this means uncertainty remains. At the same time, though, it's important to keep in mind that tech players have successfully faced other headwinds in the past, and established players have what it takes to manage difficult times and win over the long term. On top of this, certain tech companies operate in the area of artificial intelligence (AI), which could offer significant growth in the years to come. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » With this in mind, and considering that valuations of many top players have declined, here are two no-brainer AI stocks to buy right now. You may immediately think of Nvidia when you think of AI chips, but rival Advanced Micro Devices (NASDAQ: AMD) is proving it can excel in this market too. AMD has been a leading player for years in the market for central processing units (CPU), the main processors in computers. And in recent times, it's put a focus on developing data center business, serving the AI market with both CPUs and graphics processing units. Last year, its EPYC processor and AMD Instinct accelerator drove data center gains, helping the unit's annual revenue almost double. Data center revenue for the 12 months reached a record of more than $12 billion, and chief executive officer Lisa Su sees "clear opportunities for continued growth" thanks to the company's product lineup and overall AI market demand. It's important to remember that, though Nvidia is the leader in the AI chip market, there's still plenty of room for a rival like AMD to be successful too. Customers aiming to apply AI to real world problems need an extraordinary amount of computing power for tasks like training and inferencing -- and they probably won't rely on just one provider to do the job. Today, AMD shares are trading for 20 times forward earnings estimates, down from about 28 back in January. This represents a great entry point to a stock well-positioned to benefit from the ongoing AI boom. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), like AMD, isn't the leader in a key AI market -- in this case, cloud computing. Its Google Cloud is in the third spot after Amazon's Amazon Web Services and Microsoft's Azure. But Google Cloud still is an enormous player delivering double-digit quarterly growth, and it's benefiting greatly from demand in the AI market. As in the AI hardware market, the cloud market also offers opportunities for more than one company to win. In the recent quarter, Google Cloud revenue jumped 30% to $12 billion thanks to strong demand from AI customers. Growth is likely to continue as Alphabet expands Google Cloud's reach. For example, last year the company started work on 11 new cloud regions and data centers across the U.S. and internationally. On top of this, Alphabet also generates billions of dollars in earnings from its Google Search platform -- and here it's steadily held onto the world's top position over time. Alphabet generates most of its revenue through Google as companies advertise there to reach us, their target audience. So this represents a steady source of growth for the company. Alphabet hasn't been expensive over the past year, trading at about 24 times forward earnings estimates at its peak -- but today it looks exceptionally cheap at 17 times forward earnings. At this level, and considering Alphabet's prospects as AI growth continues, the company is a no-brainer buy right now. Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Advanced Micro Devices wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $518,599!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $640,429!* Now, it's worth noting Stock Advisor's total average return is 791% — a market-crushing outperformance compared to 152% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 14, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Adria Cimino has positions in Amazon. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 2 No-Brainer AI Stocks to Buy Right Now was originally published by The Motley Fool Sign in to access your portfolio
Globe and Mail
18-04-2025
- Business
- Globe and Mail
2 No-Brainer AI Stocks to Buy Right Now
Stocks across industries have suffered in recent times, amid concerns that President Trump's tariffs on imports would crush earnings and economic growth. But investors have been particularly worried about technology companies as many rely on producing their goods abroad. That means as they import these products into the U.S., they'll have to pay import duties, cutting into their profits. In recent days, Trump put an exemption on electronics products, but this exemption may not be permanent. All of this means uncertainty remains. At the same time, though, it's important to keep in mind that tech players have successfully faced other headwinds in the past, and established players have what it takes to manage difficult times and win over the long term. On top of this, certain tech companies operate in the area of artificial intelligence (AI), which could offer significant growth in the years to come. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » With this in mind, and considering that valuations of many top players have declined, here are two no-brainer AI stocks to buy right now. 1. Advanced Micro Devices You may immediately think of Nvidia when you think of AI chips, but rival Advanced Micro Devices (NASDAQ: AMD) is proving it can excel in this market too. AMD has been a leading player for years in the market for central processing units (CPU), the main processors in computers. And in recent times, it's put a focus on developing data center business, serving the AI market with both CPUs and graphics processing units. Last year, its EPYC processor and AMD Instinct accelerator drove data center gains, helping the unit's annual revenue almost double. Data center revenue for the 12 months reached a record of more than $12 billion, and chief executive officer Lisa Su sees "clear opportunities for continued growth" thanks to the company's product lineup and overall AI market demand. It's important to remember that, though Nvidia is the leader in the AI chip market, there's still plenty of room for a rival like AMD to be successful too. Customers aiming to apply AI to real world problems need an extraordinary amount of computing power for tasks like training and inferencing -- and they probably won't rely on just one provider to do the job. Today, AMD shares are trading for 20 times forward earnings estimates, down from about 28 back in January. This represents a great entry point to a stock well-positioned to benefit from the ongoing AI boom. 2. Alphabet Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), like AMD, isn't the leader in a key AI market -- in this case, cloud computing. Its Google Cloud is in the third spot after Amazon 's Amazon Web Services and Microsoft 's Azure. But Google Cloud still is an enormous player delivering double-digit quarterly growth, and it's benefiting greatly from demand in the AI market. As in the AI hardware market, the cloud market also offers opportunities for more than one company to win. In the recent quarter, Google Cloud revenue jumped 30% to $12 billion thanks to strong demand from AI customers. Growth is likely to continue as Alphabet expands Google Cloud's reach. For example, last year the company started work on 11 new cloud regions and data centers across the U.S. and internationally. On top of this, Alphabet also generates billions of dollars in earnings from its Google Search platform -- and here it's steadily held onto the world's top position over time. Alphabet generates most of its revenue through Google as companies advertise there to reach us, their target audience. So this represents a steady source of growth for the company. Alphabet hasn't been expensive over the past year, trading at about 24 times forward earnings estimates at its peak -- but today it looks exceptionally cheap at 17 times forward earnings. At this level, and considering Alphabet's prospects as AI growth continues, the company is a no-brainer buy right now. Should you invest $1,000 in Advanced Micro Devices right now? Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $518,599!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $640,429!* Now, it's worth noting Stock Advisor 's total average return is791% — a market-crushing outperformance compared to152%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of April 14, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Adria Cimino has positions in Amazon. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
