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.
The semiconductor sector, which outperformed in early 2026, is experiencing a pullback in July due to profit-taking, high valuations, and unwinding of leveraged trades following a strong AI-driven rally. Despite declines, major semiconductor ETFs lik...
AMD's price target was increased from $450 to $600 by Wedbush after the company's Advancing AI 2026 event. The event highlighted AMD's expanding AI strategy, new partnerships with Microsoft and Anthropic, and improving supply chain conditions. Analys...
Advanced Micro Devices (AMD) is rated a buy with a fair value range of $550–$690, supported by growing demand for AI computing and expanding CPU and GPU markets. The strongest confidence lies in AMD's CPU segment, which benefits from pricing power an...
Jefferies analyst Blayne Curtis raised the price target for Advanced Micro Devices (AMD) from $515 to $640, reflecting an 18.59% potential upside. This boost follows AMD's aggressive AI strategy unveiled at its "Advancing AI 2026" conference, includi...
Embedded LLM has introduced TokenVisor Spaces, a new product that enables AI cloud operators and enterprises to run governed, auditable AI agent services on AMD-powered infrastructure. The solution combines AMD EPYC CPUs for agent execution and AMD I...
