Below, I'm going to detail why I think AMD's "Nvidia moment" may have finally arrived and assess why the stock looks like a screaming buy right now. Nvidia's first-mover advantage in the GPU market ...
Meta Platforms runs all Llama inference workloads on Advanced Micro Devices, Inc.’s MI300X, validating its 192GB HBM3 memory and cost-efficiency over Nvidia Corporation. AMD’s data center ...
AMD supplies some of the world's best chips for ... which could deliver 35 times more performance than CDNA 3-based chips like the MI300X. In other words, it's possible the MI350 won't just ...
AMD's data center business, driven by AI, is experiencing significant growth, positioning it well in the competitive market. The MI300x chip series and ROCm software suite are enhancing AMD’s ...
Microsoft, for example, uses AMD's flagship MI300X GPUs to drive several GPT 4-based Copilot services. AMD aims to keep up with Nvidia by also launching innovations on an annual basis. Even though ...
In AMD’s most recent quarter ... Significant highlights were the ramp-up of the Instinct MI300X data center GPU and its EPYC server CPUs. Obviously, 69% yearly growth is far from bad, but ...
Private cloud provider Vultr is the first to deploy the AMD Instinct MI325X The move beats the likes of Google and Microsoft to the punch Vultr previously purchased thousands of Instinct MI300X AI ...
AMD Q4 Top Line Rides on Data Center Growth Data Center revenues ... In the Data Center AI business, MI300X deployment increased with cloud partners, including Meta Platforms, Microsoft, IBM, Digital ...