AMD Gives Claude a 2GW Chip Roadmap
AMD will supply Anthropic with up to 2GW of MI450 GPUs and has committed up to $5 billion in future equity investment.
AMD News and Analysis
8 verified stories covering AMD, product updates and industry developments.
AMD-backed TensorWave raises 350 million dollars
TensorWave is building an AI cloud entirely around AMD Instinct GPUs, testing whether customers will pay for a serious Nvidia alternative.
DriveNets raises $410 million as AMD backs AI networking
DriveNets raised a $410 million Series D at an $8.5 billion valuation, with AMD joining a bet on Ethernet fabrics for large AI deployments.
DriveNets raises $410 million for AI networking
DriveNets is valued at $8.5 billion as AMD backs its Ethernet fabric bet against Nvidia-style closed AI clusters.
AMD Packs 192GB Memory Into APU, Runs 300B LLMs Locally
AMD's Ryzen AI Max 400 'Gorgon Halo' APU supports up to 192GB unified memory, enabling local inference of 300B+ parameter models on a single chip.
AMD Jumps 123% as Nvidia Gains 15%
AMD's first-quarter results pushed Wall Street to reconsider the idea that AI chips are only an Nvidia story.
OpenAI misses user goal, chip stocks slide
OpenAI falling short of its 1 billion-user target has raised new questions about future AI compute spending.
AMD MI400 with 432GB HBM4 takes on NVIDIA
AMD's upcoming MI400 series AI accelerators, led by the MI455X with 432GB HBM4 memory and 40 PFLOPS FP4 performance, challenge NVIDIA's dominance on paper, but software ecosystem hurdles remain.