Recent #AMD news in the semiconductor industry

2 days ago

➀ AMD showcased its Helios MI450 AI reference rack at OCP Summit 2025, featuring power shelves, compute nodes, and networking trays, designed by the ZT Systems team acquired by AMD;

➁ Meta presented a modified version of the Helios rack at the event, with significant differences in power distribution, networking layouts, and component configurations;

➂ The rack highlights AMD's focus on AI/HPC infrastructure, including PCIe Gen6 support and EDSFF E1.S SSDs, with the system's design optimized for high-density AI workloads.

AMDMetaAI
4 days ago

➀ German overclocker Der8auer tested spray cooling on a Ryzen 7 9800X3D CPU using a makeshift setup, revealing challenges in achieving full IHS coverage.

➁ The experimental cooling method, inspired by supercomputers like Cray X1, relies on non-conductive mist sprayed directly on the chip but underperformed compared to traditional air cooling.

➂ Despite partial success, results highlighted the critical role of nozzle placement and coolant properties, emphasizing spray cooling's niche status in supercomputing.

CoolingAMDHPC
6 days ago

➀ AMD and NVIDIA lead the AI accelerator market with annual product releases, while hyperscalers like Amazon, Google, and Meta also adopt aggressive development roadmaps;

➁ AMD plans to split its Instinct MI400-series into AI-focused (MI450X) and HPC-focused (MI430X) chips using TSMC’s 2nm process and HBM4, while NVIDIA's Rubin GPUs target 50 PFLOPS inference performance with groundbreaking power demands;

➂ Intel struggles with market adoption of Gaudi accelerators, while OpenAI partners with Broadcom and embraces Nvidia GPUs despite developing its custom XPU.

AMDNVIDIAAmazon
6 days ago

➀ ETH Zurich researchers identified a hardware-level vulnerability named **RMPocalypse** in AMD's SEV-SNP technology, which secures confidential cloud computing environments;

➁ The flaw allowed 100% success rate in bypassing protections, exposing sensitive data (e.g., AI-processed messages) via memory management weaknesses in AMD processors;

➂ AMD patched the issue post-disclosure, reinforcing the critical role of secure computing for data sovereignty and cloud trust.

AMDCybersecurityPrivacy
11 days ago

➀ The Cooler Master NR2 Pro Mini ITX gaming PC features AMD's Ryzen 7 9800X3D CPU and NVIDIA RTX 5070 Ti GPU, now discounted $497 on Amazon Prime Day;

➁ The compact NR200P Max case boasts excellent cooling with a 280mm AIO and supports high-end components like 32GB DDR5 RAM and 2TB SSD;

➂ Benchmarks show the 9800X3D outperforms Intel's flagship CPUs by 30-35% in gaming, cementing its status as the current gaming performance king.

AMDCooler MasterNVIDIA
11 days ago

➀ AMD will supply multiple generations of GPUs optimized for OpenAI's AI training and grants OpenAI the right to purchase up to 10% of AMD shares at $0.01 per share, contingent on milestone achievements;

➁ The partnership includes a phased deployment plan starting with 1GW of AMD Instinct MI450 GPUs in 2026 and scaling to 6GW, integrating future chip generations and rack-scale AI solutions;

➂ The deal aligns strategic goals, with AMD projecting tens of billions in revenue and enhanced non-GAAP earnings, while OpenAI aims to accelerate AI infrastructure and democratize advanced AI capabilities.

AIAMDOpenAI
12 days ago

➀ AMD and OpenAI announced a 6GW AI compute mega-deal, marking a significant milestone in AMD's AI GPU market position with plans to deploy 1GW of MI450 GPUs in late 2026;

➁ The collaboration involves AMD's Venice server CPUs and Pensando networking solutions, providing infrastructure support for large-scale AI deployments;

➂ The agreement includes warrants for OpenAI tied to AMD's stock performance and technical milestones, signaling deep strategic alignment between the companies.

AIAMDOpenAI
12 days ago

➀ AMD and OpenAI have reached a multi-year agreement for OpenAI to purchase several generations of Instinct GPUs and invest in a 10% stake in AMD.

➁ The deal is expected to begin in the second half of 2026 with the deployment of AMD's Instinct MI450 GPUs.

➂ AMD and OpenAI will collaborate on large-scale deployments of AMD's chips, including both Instinct MI450 series GPUs and rack-scale AI solutions.

AIAMDOpenAI
12 days ago

➀ AMD and OpenAI announce a multibillion-dollar partnership for AI data centers, with AMD supplying 6 gigawatts of MI450 chips starting 2026;

➁ OpenAI secures warrants for 160M AMD shares (10% stake) at $0.01 per share upon meeting deployment milestones, potentially valuing the deal at $60B+;

➂ The deal contrasts with NVIDIA's Intel partnership, as AMD and OpenAI commit to near-term regulatory filings amid an AI infrastructure arms race.

AI ChipAMDOpenAI
13 days ago

➀ AMD's FSR Redstone project is on the way, but in the meantime, the company introduces a new feature called 'Fast Motion Response' within its 'Fluid Motion Frames' technology;

➁ This feature aims to reduce image artifacting caused by rapid camera movement during frame generation;

➂ Users can choose to either blend frames during rapid motion or disable the feature entirely, depending on their preference for visual fluidity versus artifact reduction.

AMDGPUgraphics
15 days ago

➀ The latest Steam survey highlights the ongoing trend of AMD gaining ground on Intel among Steam gamers, with AMD processors now accounting for 41.31% of the market, up 1.15% from the previous month.

➁ Despite the decline, Intel still dominates with a 58.61% share, but it has been steadily decreasing over time.

➂ The survey also shows a rise in Windows 11 adoption, with over 63% of Steam gamers using the operating system, as Windows 10 support comes to an end.

AMDIntelgaming
15 days ago

➀ NVIDIA and Intel announced a multi-billion-dollar partnership to co-develop x86 chips integrating RTX GPU tiles using Intel's Foveros/EMIB packaging technologies, targeting premium laptops and AI PCs;

➁ The partnership leverages Intel's advanced packaging to bypass TSMC's CoWoS bottleneck, while NVIDIA gains x86 ecosystem access without developing CPUs;

➂ The move challenges AMD's APU dominance, offering coherent CPU-GPU memory sharing through NVLink (900GB/s bandwidth) and redefining multi-foundry chip integration strategies.

AMDIntelNVIDIA
17 days ago

➀ A YouTube video by 'High Yield' provides a clear analysis of AMD's advanced Strix Halo triple-die processor using chiplet technology;

➁ The 24-minute video explains AMD's innovation in chiplet design and its significance in processor development;

➂ Chiplet technology is rapidly evolving, highlighted by AMD's approach to improving performance and integration.

AMDChipletcpu
18 days ago

➀ The article details the construction of a high-capacity all-flash NAS for STH's video production studio to address growing storage demands from 8K/RAW camera footage and multi-editor workflows;

➁ Built around a QNAP TS-h1290FX chassis with 12x 30.72TB Solidigm D5-P5336 SSDs (360TB raw), the system leverages AMD EPYC 7002 CPUs, NVIDIA ConnectX-6 25GbE networking, and PCIe Gen4 expansion;

➂ The solution emphasizes SSD advantages in reliability, silent operation, rebuild speed, and future scalability to 1.5PB+ while maintaining a compact desktop form factor.

AMD
18 days ago

➀ Zhaoxin unveils KH-50000 server CPUs with 96 cores using chiplet design, matching AMD's 96-core EPYC architecture;

➁ Supports up to 384 cores in 4S configurations, 12-channel DDR5-5200 memory, and PCIe 5.0 lanes, marking China’s progress in chiplet-based solutions;

➂ Designed for China’s domestic market with enhanced security protocols but lacks power efficiency details amid geopolitical challenges.

AMDChiplet
21 days ago

➀ STH navigates challenges balancing its roles in PR, analyst content, and influencer-driven media, driven by the growth of its YouTube channel and Substack platform;

➁ The channel reaches 1 million YouTube subscribers, while the Axautik Group's Substack surpasses 100K monthly views, focusing on monetizable industry analysis;

➂ STH Labs expands its short-form content strategy and plans to hire full-time staff to scale operations in 2026 amid evolving communication models with tech companies.

AMDHPCNVIDIA
22 days ago

➀ Asus and Microsoft launch ROG Xbox Ally ($599) and Ally X ($999) with pre-orders available globally, featuring AMD Ryzen Z2 series chips;

➁ Ally X boasts Ryzen AI Z2 Extreme CPU, 24GB memory, 1TB SSD, and 80Wh battery, while the standard Ally includes Ryzen Z2 A chip and 512GB SSD;

➂ Pre-order bonuses include accessories sweepstakes, with international pricing from €599 to $1,799 AUD and regional exclusivity on Best Buy for Ally X.

AMDAsusMicrosoft