Browsing Tag
Advanced Micro Devices
55 posts
Microsoft and Nvidia push AI agents onto laptops as cloud economics face a new test
Microsoft and Nvidia are positioning the Surface Laptop Ultra and RTX Spark architecture around powerful local artificial intelligence agents, potentially shifting selected AI workloads from hyperscale data centres onto customer-owned PCs.
AMD to buy Fei-Fei Li’s World Labs for $8.2bn in biggest push beyond AI chips
The all-stock acquisition gives AMD direct ownership of spatial-intelligence and world-model research as Lisa Su attempts to narrow Nvidia’s advantage in software, robotics and full-stack AI.
HPE lands $1.2bn Vultr AI order as Juniper synergies climb to $800m
Hewlett Packard Enterprise has secured its first order for AMD Helios AI Rack systems in a $1.2 billion deal with Vultr while sharply increasing its networking growth forecast and raising expected Juniper Networks cost synergies to $800 million.
HPE lands $1.2bn Vultr AI order as Juniper synergies climb to $800m
Hewlett Packard Enterprise has secured its first order for AMD Helios AI Rack systems in a $1.2 billion deal with Vultr while sharply increasing its networking growth forecast and raising expected Juniper Networks cost synergies to $800 million.
Advanced Micro Devices bets $8.2bn on World Labs as spatial AI becomes its next computing frontier
Advanced Micro Devices is buying World Labs for $8.2 billion to deepen its AI expertise. Find out what the deal means for its AI strategy.
NVIDIA to pay nearly 3x Hugging Face’s 2023 valuation to own the open-model hub
NVIDIA is acquiring Hugging Face for $12.93 billion, paying $11.9 billion to shareholders and reserving up to $1 billion for employee retention as it moves deeper into the software and developer layer surrounding open artificial intelligence.
ACEMAGIC puts 192GB memory into a 2-litre AI workstation as AMD’s new PRO chip reaches mini PCs
ACEMAGIC’s F9A pairs AMD’s Ryzen AI Max+ PRO 495 with 192GB of unified memory in a roughly 2-litre workstation, targeting local AI workloads that previously demanded far larger systems.
ASUS server business grows 200% as Intel, AMD and edge AI widen its infrastructure bet
ASUSTeK Computer is expanding its AI infrastructure portfolio across Intel, AMD, industrial edge systems, storage, cooling and software after server revenue roughly tripled in the second quarter. The strategy could reduce dependence on individual platforms, but NVIDIA architectures still dominate the company’s current server mix.
Cerebras CS-4 targets AI inference bottleneck as $CBRS races toward 600 MW
Cerebras launches CS-4 with a 30x inference claim as 600 MW expansion, $25.4 billion of obligations and cloud margins put $CBRS execution in focus.
Riot Platforms’ $9.1bn AI lease puts $2.3bn Rockdale buildout to the test
Riot’s $9.1 billion AI lease could generate up to $8.2 billion of NOI, but a $2.3 billion buildout makes financing and execution the real $RIOT test.