Forbes contributors publish independent expert analyses and insights. Founder and Principal Analyst, Cambrian-AI Research LLC AMD held their now-annual Advancing AI event today in Silicon Valley, with ...
I reiterate a “Buy” rating for Advanced Micro Devices with a fair value of $205 per share, driven by strong R&D and growth prospects. AMD's upcoming Instinct MI325X and future MI350 and MI400 series, ...
The big picture: One of the most undisputed beneficiaries of the generative AI phenomenon has been the GPU, a chip that first made its mark as a graphics accelerator for gaming. As it happens, GPUs ...
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AMD Helios rack-scale solution. These are liquid-cooled, 72-GPU racks powering AMD Instinct MI450 Series GPUs, AMD EPYC CPUs (Venice) and do feature integrated UALoE scale-up connectivity. Oracle ...
Advanced Micro Devices, Inc. is rapidly gaining market share in data center GPUs, outpacing Nvidia's growth significantly. AMD's MI300 ramp has led to impressive market share gains, with potential for ...
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