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AMD focus on MI300X upside, Wells Fargo says; Intel focus on 18A, Gaudi ramp
AMD The focus on AMD is squarely on upside related to its MI300X accelerator chips, analysts led by Aaron Rakers wrote in an investor note.
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AMD integrates DeepSeek-V3 model on Instinct MI300X GPUs
AMD (AMD) announced via X, the platform formerly known as Twitter: “Excited to share that AMD has integrated the new DeepSeek-V3 model on Instinct MI300X GPUs, designed for peak performance with ...
CRN1y
AMD Eyes AI, Cloud Expansion With Instinct MI300X, EPYC 97X4 Chips
The chip designer claims its upcoming Instinct MI300X GPU, which comes with an unprecedented 192GB of HBM3 memory, will allow organizations to run large language models on fewer GPUs compared to ...
Yahoo Finance6d
AMD downgraded: Nvidia's AI chips still hold 'a significant performance advantage'
Despite AMD's MI300x boasting higher advertised TeraFLOPs (TFLOPs) and memory bandwidth than Nvidia’s H200, Jefferies’ proprietary benchmarking suggests that the H200 "retains a significant ...
CRN1y
AMD Launches Instinct MI300 AI Chips To Challenge Nvidia With Backing From Microsoft, Dell And HPE
The MI300 chips—which are also getting support from Lenovo, Supermicro and Oracle—represent AMD’s biggest challenge yet to Nvidia’s AI computing dominance. It claims that the MI300X GPUs ...