Latest news with #Instinct
Yahoo
4 days ago
- Business
- Yahoo
AMD Transforms Into Fierce Competition for Intel in Data Centers
AMD is heavily pressuring Intel in the server CPU market, thanks to the guidance of AMD Chair and CEO Dr. Lisa Su. As Wccftech notes, the company has gone from having no server CPU market share in 2017 to approaching 40% this year. AMD could be on track to hit 50% market share in fewer than 10 years from entering the space. That's a shocking success on AMD's part, and although there are many reasons for its success, a few stand out. The most obvious source of AMD's success in challenging Intel for data center CPU share is Su. As the company's chair and CEO, Su oversaw multiple successes for AMD, including the rise of its Epyc CPUs, which challenged Intel's Xeon processors. Writing for ExtremeTech in 2019, Joel Hruska noted that Epyc processors were better-positioned to gain market share than AMD's previous major challenge to Intel in this segment. Credit: AMD 'In 2005, AMD's dual cores matched Intel on core count, outperformed Intel clock-for-clock and core-for-core, and were quite expensive,' Hruska wrote. In 2019, AMD went for the trifecta, with higher performance, more cores, and lower per-core pricing. It's the most serious assault on Intel's high-end Xeon market that the company has ever launched.' As AMD continued to produce successful Epyc processors and related products (such as its Instinct GPUs), its market share surged. According to DigiTimes Asia, AMD snagged 25% of the server processor segment by 2023. Now, with its segment market share at 39.4%, the chance to break even with Intel—and possibly overtake it—is in sight. Obviously, AMD's success in the server CPU segment is resulting in massive revenue. In the first quarter of 2025 alone, AMD's data center segment brought in $3.7 billion, which marked a 57% year-over-year increase. In its quarterly report, AMD attributed that growth to its Epyc and Instinct sales. Credit: Intel Intel has struggled during this time. Its former CEO, Pat Gelsinger, focused heavily on rebuilding the company's chip manufacturing capabilities, but his tenure came to an end in late 2024. Still, Intel is addressing AMD's gains. Early this year, it dropped the prices on its Xeon 6 CPUs by as much as 30%. The move kept many Xeons priced above AMD's CPUs, but made them more competitive. And the arrival of Intel's new CEO, Lip-Bu Tan, could mark a turning point for the chipmaker. But with AMD's sustained momentum in the CPU server segment, Intel will need to move quickly.
Miami Herald
5 days ago
- Business
- Miami Herald
Popular AI stock inks 5G network deal
I still have a PC with an AMD FX 8300 processor alive and kicking. That furnace is cooled with a giant Noctua cooler. I've assembled the machine myself. This line of AMD's CPUs almost made the company bankrupt. Engineering takes time, and even the best plans can fail and change. The architecture on which the FX 8300 was based was too big a jump. But AMD needed to make it as fast as possible, and it didn't go well. Fortunately, AMD didn't go bankrupt. It used the knowledge from that failure to build Zen architecture, eventually defeating Intel. Related: Google resolves major privacy issue Lisa Su's becoming CEO in 2014 also helped a lot. While she managed to get the company's CPU business to flourish, the graphics cards part of the company stagnated, and it even practically gave up on competing with Nvidia in the high-performance tier. The key to Nvidia's success was always superiority on the software side. It is hard to tell what prevented AMD from catching up with Nvidia during the gaming era. However, the dominance of CUDA gave Nvidia a big advantage once the artificial intelligence era started. Su has been working hard to fix this and has made some big moves announced on June 4th that it acquired Brium, a team of compiler and AI software engineers with expertise in machine learning, AI inference, and performance optimization. Brium will empower AMD's (AMD) ability to deliver highly optimized AI solutions across the entire stack. "Their work in compiler technology, model execution frameworks, and end-to-end AI inference optimization will play a key role in enhancing the efficiency and flexibility of our AI platform," wrote AMD on its blog. This deal follows acquisitions of Silo AI, and Mipsology. Related: Elon Musk's DOGE made huge mistakes with veterans' programs Brium's ability to optimize the entire inference stack before the model reaches the hardware will reduce dependence on specific hardware configurations and enable faster, more efficient AI performance across a wide range of deployments. More Tech Stocks: Palantir gets great news from the PentagonAnalyst has blunt words on Trump's iPhone tariff plansOpenAI teams up with legendary Apple exec The team will contribute to OpenAI Triton, WAVE DSL, and SHARK/IREE. This work is essential to enabling faster, more efficient execution of AI models on AMD Instinct GPUs. They have already successfully ported the Deep Graph Library to the AMD platform. During AMD's Q1 2025 earnings call Lisa Su stated: "Several hyperscalers expanded their use of Instinct accelerators to cover an increasing range of generative AI search, ranking, and recommendation use cases. We also added multiple tier one cloud and enterprise customers in the quarter, including one of the largest frontier model developers that is now using Instinct GPUs to serve a significant portion of their daily inference traffic." "The depth and breadth of our customer engagements continues to expand as breakthroughs in large-scale AI models, like OpenAI's o3 and DeepSeek-R1, drive increased demand for traditional inferencing and increasingly as a critical part of pre-training." AMD announced on June 10th that Nokia (NOK) has included 5th Gen AMD EPYC processors to power the Nokia Cloud Platform. "Working together with Nokia, we're using the leadership performance and energy efficiency of the 5th Gen AMD EPYC processors to help our customers build and operate high-performance, and efficient networks," stated Dan McNamara, senior vice president and general manager, server business, AMD. Related: Amazon's latest big bet may flop By integrating the AMD EPYC 9005 Series processors into Nokia Cloud Platform, Nokia will deliver good performance per watt, an important factor in delivering both computing power and energy efficiency for modern telecom networks that face growing data demands. Nokia Cloud Platform supports containerized workloads foundational to 5G Core, edge, and enterprise applications. "This expanded collaboration between Nokia and AMD brings a multitude of benefits and underscores Nokia's commitment to innovation through diverse chip partnerships in 5G network infrastructure," stated Kal De, senior vice president, product and engineering, cloud and network services, Nokia. "The new 5th Gen AMD EPYC processors offer high performance and impressive energy efficiency, enabling Nokia to meet the demanding needs of its 5G customers while contributing to the industry's sustainability goals." Related: Nvidia, Dell announce major project to reshape AI The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Yahoo
13-06-2025
- Business
- Yahoo
COMPAL Optimizes AI Workloads with AMD Instinct MI355X at AMD Advancing AI 2025 and International Supercomputing Conference 2025
SAN JOSE, Calif., June 12, 2025 /PRNewswire/ -- As AI computing accelerates toward higher density and greater energy efficiency, Compal Electronics (Compal; Stock Ticker: a global leader in IT and computing solutions, unveiled its latest high-performance server platform: SG720-2A/ OG720-2A at both AMD Advancing AI 2025 in the U.S. and the International Supercomputing Conference (ISC) 2025 in Europe. It features the AMD Instinct™ MI355X GPU architecture and offers both single-phase and two-phase liquid cooling configurations, showcasing Compal's leadership in thermal innovation and system integration. Tailored for next-generation generative AI and large language model (LLM) training, the SG720-2A/OG720-2A delivers exceptional flexibility and scalability for modern data center operations, drawing significant attention across the industry. With generative AI and LLMs driving increasingly intensive compute demands, enterprises are placing greater emphasis on infrastructure that offers both performance and adaptability. The SG720-2A/OG720-2A emerges as a robust solution, combining high-density GPU integration and flexible liquid cooling options, positioning itself as an ideal platform for next-generation AI training and inference workloads. Key Technical Highlights: Support for up to eight AMD Instinct MI350 Series GPUs (including MI350X / MI355X): Enables scalable, high-density training for LLMs and generative AI applications. Dual cooling architecture – Air & Liquid Cooling: Optimized for high thermal density workloads and diverse deployment scenarios, enhancing thermal efficiency and infrastructure flexibility. The two-phase liquid cooling solution, co-developed with ZutaCore®, leverages the ZutaCore® HyperCool® 2-Phase DLC liquid cooling solution, delivering stable and exceptional thermal performance, even in extreme computing environments. Advanced architecture & memory configuration: Built on the CDNA 4 architecture with 288GB HBM3E memory and 8TB/s bandwidth, supporting FP6 and FP4 data formats, optimized for AI and HPC applications. High-speed interconnect performance: Equipped with PCIe Gen5 and AMD Infinity Fabric™ for multi-GPU orchestration and high-throughput communication, reducing latency and boosting AI inference efficiency. Comprehensive support for mainstream open-source AI stacks: Fully compatible with ROCm™, PyTorch, TensorFlow, and more—enabling developers to streamline AI model integration and accelerate time-to-market. Rack compatibility & modular design: Supports EIA 19" and ORv3 21" rack standards with modular architecture for simplified upgrades and maintenance in diverse data center environments. Compal has maintained a long-standing, strategic collaboration with AMD across multiple server platform generations. From high-density GPU design and liquid cooling deployment to open ecosystem integration, both companies continue to co-develop solutions that drive greater efficiency and sustainability in data center operations. "The future of AI and HPC is not just about speed, it's about intelligent integration and sustainable deployment. Each server we build aims to address real-world technical and operational challenges, not just push hardware specs. SG720-2A/ OG720-2A is a true collaboration with AMD that empowers customers with a stable, high-performance, and scalable compute foundation." said Alan Chang, Vice President of the Infrastructure Solutions Business Group at Compal. The series made its debut at Advancing AI 2025 and was concurrently showcased at the ISC 2025 in Europe. Through this dual-platform exposure, Compal is further expanding its global visibility and partnership network across the AI and HPC domains, demonstrating a strong commitment to next-generation intelligent computing and international strategic development. For more information, visit the website: AMD, Instinct, ROCm, and combinations thereof are trademarks of Advanced Micro Devices, Inc. Other names are for informational purposes only and may be trademarks of their respective owners. About Compal Founded in 1984, Compal is a leading manufacturer in the notebook and smart device industry, creating brand value in collaboration with various sectors. Its groundbreaking product designs have received numerous international awards. In 2024, Compal was recognized by CommonWealth Magazine as one of Taiwan's top 6 manufacturers and has consistently ranked among the Forbes Global 2000 and Fortune Global 500 companies. In recent years, Compal has actively developed emerging businesses, including cloud servers, auto electronics, and smart medical, leveraging its integrated hardware and software R&D and manufacturing capabilities to create relevant solutions. More information, please visit View original content to download multimedia: SOURCE COMPAL ELECTRONICS,INC.
Wall Street Journal
12-06-2025
- Business
- Wall Street Journal
AMD Introduces AI-Focused MI350 Series, Part of ‘Vision for an Open AI' Ecosystem
Advanced Micro Devices AMD -2.18%decrease; red down pointing triangle unveiled its MI350 Series accelerators and several other new artificial-intelligence-focused products as it looks to challenge industry rival Nvidia NVDA 1.52%increase; green up pointing triangle. The MI350 Series consists of Instinct MI350X and MI355X graphics-processing units and platforms, AMD said.
Yahoo
09-06-2025
- Business
- Yahoo
AMD's Shopping Spree Continues. Is the AI Stock a Buy?
AMD just acquired Brium, an AI software company. The move follows several acquisitions in AI, including ZT Systems. The stock is reasonably priced after falling sharply over the last year. 10 stocks we like better than Advanced Micro Devices › AMD (NASDAQ: AMD) might be the biggest sleeper stock in the artificial intelligence (AI) chip business right now. The stock is down nearly 50% from its peak last year. It seems investors got ahead of themselves in betting on AMD to break through in AI chips and challenge Nvidia. However, while the stock has tumbled, AMD's data center business is gaining traction. Revenue in the AI-focused segment jumped 57% in its first quarter to $3.7 billion, driven by growth in its EPYC central processing unit (CPU) and Instinct graphics processing unit (GPU) franchises. In addition to that momentum, AMD has also been making a number of moves to rearrange its portfolio to position it better for the AI era. In the first quarter, AMD acquired ZT Systems for $4.9 billion to help provide rack-scale solutions and high-performance systems, scaling up from its semiconductor business. After making that move, AMD turned around and said it would sell the server manufacturing business to Sanmina for $3 billion and continue to focus on design, rather than manufacturing. AMD is retaining ZT Systems' "rack-scale AI solutions design and customer enablement expertise." However, that's not the only deal AMD has made to advance its AI ambitions. It just announced the acquisition of Brium, a technology company that helps make AI software work across various hardware platforms. The move should help AMD better compete with Nvidia, as AI workloads are typically optimized for Nvidia's CUDA programming ecosystem. The deal was AMD's fourth AI acquisition in the last two years (the others being Silo AI, and Mipsology). Silo AI was the largest private AI lab in Europe before AMD acquired it for $665 million, giving the company a team of world-class AI scientists and engineers. an AI software company, gave AMD a similar boost in AI software for products like the Instinct data center GPUs, and Mipsology helped beef up AMD's inference software capabilities. None of these acquisitions have had a significant impact on AMD's share price, but combined, the moves show the company is clearly being aggressive with its AI strategy and that it understands the assignment. It needs to beef up its AI ecosystem to go beyond chips, which the ZT Systems deals help accomplish, and it needs to challenge the supremacy of CUDA or find a way around it. AMD has a similar programming software platform called ROCm, but it hasn't gained nearly as much adoption as CUDA. AMD's success in the future will be determined in large part by how it competes in AI and whether it can close the gap with Nvidia in programming software and other capabilities. The company is likely to continue making acquisitions. For a company with as much upside potential as AMD, the stock looks surprisingly affordable at a forward P/E of less than 30. In its first quarter, AMD reported revenue growth of 36% to $7.44 billion and a 55% increase in adjusted earnings per share to $0.96. Hyperscalers like Oracle and Google Cloud are expanding deployments of EPYC CPUs. AMD's client segment delivered strong growth in the quarter with revenue up 68% to $2.3 billion. For the second quarter, the company expects revenue growth of 27% to $7.4 billion, though that includes an $800 million impairment related to Chinese export restrictions. AMD isn't a sure thing in AI, but the company has a history of success under CEO Lisa Su, and the acquisitions are enhancing its position and improving its prospects. At the current valuation, AMD looks like a smart buy based on its current growth rate and its potential in the large and expanding AI market. 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 $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 173% 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 June 2, 2025 Jeremy Bowman has positions in Advanced Micro Devices and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Nvidia, and Oracle. The Motley Fool has a disclosure policy. AMD's Shopping Spree Continues. Is the AI Stock a Buy? was originally published by The Motley Fool
