VAST Data has expanded its collaboration with AMD to enhance AI infrastructure for inference workloads. The partnership integrates VAST's AI Operating System with AMD's 6th Gen EPYC CPUs, Instinct GPUs, and Pensando AI NICs to improve efficiency, flexibility, and performance in AI cloud and enterprise deployments. This unified system approach addresses rising costs and complexity in AI inference by optimizing data, memory, and compute management. Early tests show significant speedups in AI token processing, supporting scalable, low-latency AI applications. The collaboration also includes ecosystem partnerships and reference architectures to accelerate AI deployment at scale.
Advanced Micro Devices (AMD) has been upgraded to a Buy rating following its $8.2 billion acquisition of World Labs, which enhances its capabilities in frontier and physical AI. The deal strengthens AMD's AI ecosystem, brings in top talent, and posit...
Micron reported fiscal Q4 earnings that surpassed expectations, with revenue nearly quadrupling to $54.23 billion due to soaring demand for AI-related memory chips. The company, the only U.S. maker of high-bandwidth memory (HBM), saw net income jump ...
Hewlett Packard Enterprise (HPE) shares rose 5% following a $1.2 billion order from cloud provider Vultr for AMD Helios AI Rack systems, marking HPE's first win for this platform. The deal includes networking, liquid cooling, and services across Vult...
Advanced Micro Devices (AMD) maintains a Buy rating despite its high 80x forward price-to-earnings ratio and a 30% stock rally last month. The company's Data Center segment is expected to more than double its revenue year-over-year next year, signali...
Advanced Micro Devices (AMD) is seeing rapid growth in its data center business, with a 50% year-over-year increase in Q2 and a 107% rise specifically in data centers. Strong demand for AI accelerators and the recent acquisition of World Labs, which ...
