Browsing Tag
Advanced Micro Devices
50 posts
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.
Microchip Technology (Nasdaq: MCHP) beats Q1 and guides Q2 above Street on data centre demand
Microchip Technology guided Q2 to $1.59-1.62B revenue and $0.91-0.95 EPS, sending MCHP up 9% after hours as data centre demand joins the industrial rebound.
GlobalFoundries (GFS) secures $300m US backing for AI silicon photonics push
GlobalFoundries’ $300 million US photonics award targets AI data bottlenecks, but government equity, manufacturing yields and falling $GFS remain key tests.
Arbor Technology targets industrial edge AI with 126-TOPS COMX-C710 module
Arbor Technology is expanding its modular edge-AI portfolio with a 126-TOPS computing platform designed to consolidate robot control, machine vision and inference workloads.
AMD launches Helios rack-scale AI platform as $AMD trades near 52-week high
AMD is moving beyond individual processors with an open, rack-scale AI architecture designed to challenge Nvidia across hardware, networking, software and data centre deployment.
HPE stock gained 3%, but its next test goes beyond the AI server rally
HPE shares joined a broader artificial intelligence infrastructure rally while a U.S. Department of Energy selection strengthened the company’s own supercomputing narrative.