AMD, AI and NVIDIA
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Some analysts think AMD’s new chips will help it act as a more credible alternative to Nvidia for customers that want to hedge their bets
AMD's new Instinct AI GPUs will reportedly deliver between $10 billion and $12 billion of revenue in 2026 says Wall Street analysts.
AMD receives positive ratings from Wall Street after Advancing AI event, with analysts reiterating Buy ratings and forecasting strong growth.
The chip is based on AMD’s 7nm Zen 3 architecture and includes 16MB of L3 cache, which still gives it a bit of a leg up on gaming performance when compared to older chips in the same price tier. And even though this processor isn’t exactly new itself, it’s still well worth it.
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ExtremeTech on MSNAMD Launches Instinct MI350X and MI355X AI GPUsThe processors typically appear in sets of eight in the Instinct MI350 series platforms. AMD also provided platform performance, with the MI350X platform delivering 577 TFLOPS in FP64 and the MI355X scoring 628.8 TFLOPS. For FP4 performance, the MI350X provided 147.6 PFLOPS, while the MI355X platform provided 161 PFLOPS.
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AMD issued a raft of news at their Advancing AI 2025 event this week, an update on the company’s response to NVIDIA's 90-plus percent market share - Read more from Inside HPC & AI News.
This new Socket AM4 CPU could make 3D V-cache affordable, but its clock speeds are low, and international availability looks limited.
AMD confirms that it's new Instinct MI350 series AI accelerators use Samsung's latest HBM3E 12-Hi memory, with up to 288GB HBM3 inside of its new AI chips.
New AI accelerators, EPYC's continued dominance, and resurgent desktop CPU sales have Advanced Micro Devices, Inc. set up for success. Click for my AMD update.