
India 'super important' market; Reliance Jio using our GPUs: AMD
AMD
and the largest telco
Reliance Jio
is among the customers using the graphic processing units (
GPUs
) in its data centres, a senior official has said.
The company, which has around 8,000 employees here, considers India as a key hub from an engineering perspective, officials have said.
Speaking to PTI on the sidelines of the Advancing AI event organised by the company recently, AMD General Manager for Data Center GPU business unit Andrew Dieckman spoke about the work with Jio.
"So we've deployed a fairly significant POC (proof of concept) with them that we're working on. And we are working on some future deployment plans that are yet to be announced in the future," he said, adding that Jio is an "important partner" for the company in India.
Earlier, the company's Chief Executive Lisa Su said it is working with top companies, including Meta, OpenAI, Tesla, and Reliance Jio, for powering their AI advancements, and added that many of the customers have been added in the last nine months.
About 70 per cent of companies at the top of AI work, including Reliance Jio, are using AMD's 'Instinct' GPUs, she said, displaying a long list of brands.
It can be noted that Jio had earlier announced a partnership with AMD's bigger rival Nvidia on building
AI infrastructure
in the country.
The collaboration is aimed at advancing India's capabilities in harnessing the power of AI for various industries and sectors, as per the company. There were media reports last year saying Jio's parent
Reliance Industries
will be using Nvidia's Blackwell chips for its data center.
At the event, Su said her company's offerings are much cheaper than rivals while delivering the same or better computing performance.
On perceptions of Nvidia holding the edge when it comes to the GPU market, Dieckman said one company will not define everything that is AI for the entire world and added that it is a very large market that can accommodate multiple winners.
"There will not be one company that will define everything that is AI for the entire world. This is not healthy, and nor will strong companies and strong sovereign nations allow that to happen, because it's just putting all of your eggs in one very specific basket," he said.
AMD is not a "transactional company" and believes in a very collaborative mindset, he said, pointing out that it has an open ecosystem.
Apart from working with Reliance Jio, AMD is also keen on offering its services to the Sovereign AI initiative, he said.
"We are seeking to work very closely with the various large players there (in India) to bring domestic solutions to market and make sure that India is well represented in terms of having your own sovereign AI capabilities.
AMD is working with 40 sovereigns or governments across the globe at present, he added.
Speaking about AMD's operations in the country, where it employs over 8,000 people, Dieckman said the company has a large footprint in India and the country plays a critical role in its research and development.
"When you look at the growth rate and GDP of India, (it is) super important on market for us. And we are seeking to work very closely with, you know, the various large players there to bring domestic solutions to market and make sure that India is well represented in terms of having your own sovereign AI capabilities," he said.

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Time of India
7 hours ago
- Time of India
India 'super important' market; Reliance Jio using our GPUs: AMD
India is a "super important" market for AMD and the largest telco Reliance Jio is among the customers using the graphic processing units ( GPUs ) in its data centres, a senior official has said. The company, which has around 8,000 employees here, considers India as a key hub from an engineering perspective, officials have said. Speaking to PTI on the sidelines of the Advancing AI event organised by the company recently, AMD General Manager for Data Center GPU business unit Andrew Dieckman spoke about the work with Jio. "So we've deployed a fairly significant POC (proof of concept) with them that we're working on. And we are working on some future deployment plans that are yet to be announced in the future," he said, adding that Jio is an "important partner" for the company in India. Earlier, the company's Chief Executive Lisa Su said it is working with top companies, including Meta, OpenAI, Tesla, and Reliance Jio, for powering their AI advancements, and added that many of the customers have been added in the last nine months. About 70 per cent of companies at the top of AI work, including Reliance Jio, are using AMD's 'Instinct' GPUs, she said, displaying a long list of brands. It can be noted that Jio had earlier announced a partnership with AMD's bigger rival Nvidia on building AI infrastructure in the country. The collaboration is aimed at advancing India's capabilities in harnessing the power of AI for various industries and sectors, as per the company. There were media reports last year saying Jio's parent Reliance Industries will be using Nvidia's Blackwell chips for its data center. At the event, Su said her company's offerings are much cheaper than rivals while delivering the same or better computing performance. On perceptions of Nvidia holding the edge when it comes to the GPU market, Dieckman said one company will not define everything that is AI for the entire world and added that it is a very large market that can accommodate multiple winners. "There will not be one company that will define everything that is AI for the entire world. This is not healthy, and nor will strong companies and strong sovereign nations allow that to happen, because it's just putting all of your eggs in one very specific basket," he said. AMD is not a "transactional company" and believes in a very collaborative mindset, he said, pointing out that it has an open ecosystem. Apart from working with Reliance Jio, AMD is also keen on offering its services to the Sovereign AI initiative, he said. "We are seeking to work very closely with the various large players there (in India) to bring domestic solutions to market and make sure that India is well represented in terms of having your own sovereign AI capabilities. AMD is working with 40 sovereigns or governments across the globe at present, he added. Speaking about AMD's operations in the country, where it employs over 8,000 people, Dieckman said the company has a large footprint in India and the country plays a critical role in its research and development. "When you look at the growth rate and GDP of India, (it is) super important on market for us. And we are seeking to work very closely with, you know, the various large players there to bring domestic solutions to market and make sure that India is well represented in terms of having your own sovereign AI capabilities," he said.


Time of India
17 hours ago
- Time of India
Jio may outshine Airtel in June quarter revenue growth
Mumbai: Reliance Jio may have outdone Bharti Airtel on overall revenue and per-user revenue growth in the first quarter ended June, driven by a strong addition of higher paying fixed wireless access (FWA) home broadband users, analysts said. Market leader Jio's average revenue per user (ARPU) is expected to grow 1.8% quarter-on-quarter to '210 for the June quarter, boosted by the addition of 2 million FWA users out of a likely net addition of 7.2 million users, estimates by JM Financial showed. Airtel is set to report a higher ARPU of '249, but its growth rate would be lower at 1.6%, the brokerage said. Vodafone Idea (Vi) is also expected to see ARPU improvement of 1.6% for the first quarter to '167 due to upgrades and improved subscriber mix and aided by one more day in April-June quarter compared to the preceding three months. Analysts also expect the struggling telco to largely hold on to its user base on a net base - a first in a long time - backed mainly by a wider 4G network. Live Events To be sure, the flow through of price hikes made by telecom companies have been fully absorbed by now and the next round of increases can only be expected next year, equity research firm BofA Securities said in its report. The brokerage expects telcos to raise tariffs by around 12% then. REVENUE GROWTH Strong subscriber additions are also expected to translate to 2.7% sequential growth in Jio's revenue to '31,200 crore for the first quarter of FY26, JM Financial said. However, its standalone net profit is likely to remain flat at '6,640 crore "due to full quarter impact of higher depreciation and amortisation on account of capitalisation of 5G spectrum and net fixed asset towards end-4QFY25," it added. Airtel's wireless services revenues are expected to grow 2.6% on-quarter to '27,305 crore while its consolidated net profit is expected to jump 47% to '7,690 crore mainly due to strong mobile broadband additions. JM Financial expects the telco to post a strong mobile broadband subscriber addition of 5.5 million in the June quarter, down from 6.6 million in the March quarter, while its overall subs addition is pegged at 2.3 million. BofA in a report said, "We estimate (Airtel's) first quarter enterprise revenues again to be impacted as the company is exiting the low margin commodity wholesale voice business." Loss-making Vi is predicted to close the first quarter with flat numbers as it scales up 4G services and expands 5G roll outs. "With an improving network coverage, we expect VIL to report a largely flattish user base (versus declining net subscriber adds in the past). We consider this trend to sustain going ahead, given a better network now," BofA said. Economic Times WhatsApp channel )


Mint
a day ago
- Mint
Nvidia share price inches close to record high. Will the stock rally continue?
Nvidia's share price has rebounded sharply from its April lows, recording an over 60% rally to record high levels above $158 mark for the first time earlier this week. For the year, the chipmaker has gained 28% and is up 17% on a year-to-date basis. This sharp rally has pushed Nvidia to reclaim the title of the world's most valuable stock, with a market capitalisation of $327 trillion, beating Microsoft's $311 trillion. Apple remains at a distant third with $270 trillion in m-cap. After some turbulence in the first half of the year amid fears of Chinese artificial intelligence (AI) company DeepSeek and Donald Trump's tariff announcements, Nvidia shares have come unscathed, led by strong demand for its AI chips. Big tech companies are buying extra capacity early to handle AI tasks, which is increasing Nvidia's GPU sales and service income, according to analysts. Microsoft, Meta, Inc. and Alphabet Inc. are projected to put about $350 billion into capital expenditures in their upcoming fiscal years, up from $310 billion in the current year, according to the average of analyst estimates compiled by Bloomberg. Those companies account for more than 40% of Nvidia's revenue. Moreover, the launch of the Blackwell GPU line and preview of the next-gen Rubin architecture have fueled investor excitement for continued product leadership, said Dharan Shah, Founder, The company's latest earnings, announced at the end of March, also reinforce the interest in Nvidia's stock. The company reported revenue for the first quarter ended April 2025 of $44.1 billion, up 12% from the previous quarter and up 69% from the year-ago period. Despite the China export curbs, Nvidia forecasted sales of $45 billion, plus or minus 2%, in the second quarter, only slightly below analysts' average estimate of $45.90 billion, according to data compiled by LSEG, said a Reuters report. That would imply growth of about 50% from a year earlier. Nvidia's latest AI accelerators, growing customer base and strong financials, make investors bullish on the stock. "Strong revenue forecasts and management indication that China export curbs would have a smaller impact than feared, thanks to customer pre-buying of AI chips ahead of restrictions, drove Nvidia to an all-time high $3.77 trillion market cap on June 26," said Shah. Trading at about 36× forward earnings—above peers like AMD at 22× but well below its own 80× peak—Nvidia commands a premium multiple justified by rapid growth, believes founder. He added that next-gen Rubin chips, an expanding software ecosystem, and continued margin resilience should sustain growth, although geopolitical export controls and macroeconomic headwinds remain key risks. However, some analysts see increased competition and its lofty valuations as key risks going ahead, which they believe could impact its upside in the medium term. Anshul Jain, Head of Research at Lakshmishree Investment, said that Nvidia has broken out of a bullish 153-day cup and handle pattern at 149, signalling a strong continuation trend on the tech charts. "The recent two-day decline is just a healthy pullback, likely retesting the breakout zone before its next leg up. A fresh breakout above 158.85 will be crucial, as it could trigger strong buying momentum and propel the stock towards the 175 level in the short term. Traders should watch for volume confirmation to ride this trend confidently and manage risk wisely," Jain added. As of Thursday, July 3, Nvidia stock was trading around $157.34 apiece in the pre-market trade. Disclaimer: This story is for educational purposes only. The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.