Tag
AMD
AMD sits at the intersection of client chips and AI infrastructure, from Ryzen AI PCs and local agent workflows to data-center GPUs and accelerator competition. The topic covers how its hardware, software stack, and platform strategy shape cost, performance, and deployment choices.
10 articles
AMD is right to use Anthropic to break CUDA’s grip
AMD’s Anthropic deal is a software play, and that is the right way to attack Nvidia.
AMD and Anthropic’s 2GW deal reshapes AI supply
AMD and Anthropic’s 2-gigawatt pact, plus a possible $5 billion investment, signals a bigger race for AI compute supply.
AMD+Helios lets Cerebras widen inference throughput
I break down how Cerebras and AMD are pairing Helios with WSE, and give you a copy-ready template for workload-optimized inference.
Microsoft adds AMD chips to Azure AI and HPC
Microsoft is adding AMD Helios and next-gen EPYC chips to Azure, powering new VMs for AI inference, data prep, and chip design.
AMD’s Anthropic deal shows the AI compute race
5 deals show how Anthropic is locking in compute, cash, and chip supply as AI demand strains its infrastructure.
AMD’s AI stack turns silicon into platform choice
A practical breakdown of AMD’s enterprise AI push, plus a copy-ready template for open, governed AI infrastructure planning.
Goldman Sachs Sees $1T AI Spend, 3 Stocks to Buy
Goldman Sachs sees AI infrastructure spending topping $1 trillion in 2027, with Nvidia, AMD, and Micron positioned to benefit.
Linux Kernel 7.1 adds FRED, NTFS, and AMD fixes
Linux Kernel 7.1 lands with FRED on by default, a new NTFS driver, AMD power controls, and support for 12 new SoCs.
AMD and Microsoft push Windows ML on GPU and NPU
AMD and Microsoft are tightening Windows ML support with DxCGC graph compilation, GPU execution, and better NPU tooling.
Tensormesh raises $20M to cut LLM memory waste
Tensormesh raised $20 million from Nvidia, AMD and CoreWeave to reduce LLM reprocessing with KV caching.