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AMD Stakes Future on Open AI Infrastructure
AMD Stakes Future on Open AI Infrastructure

Arabian Post

time15-06-2025

  • Business
  • Arabian Post

AMD Stakes Future on Open AI Infrastructure

Advanced Micro Devices projected bold expectations for its artificial intelligence trajectory during its Advancing AI event in San Jose on 12 June 2025, emphasising system-level openness and ecosystem collaboration. CEO Dr Lisa Su unveiled the Instinct MI350 accelerator series, introduced plans for the Helios rack-scale AI server launching in 2026, and fortified AMD's software stack to challenge incumbent leaders in the sector. Top-tier AI customers including OpenAI, Meta, Microsoft, Oracle, xAI and Crusoe pledged significant investments. OpenAI's CEO Sam Altman joined Su onstage, confirming the firm's shift to MI400-class chips and collaboration on MI450 design. Crusoe disclosed a $400 million commitment to the platform. MI350 Series, which includes the MI350X and MI355X, are shipping to hyperscalers now, with a sharp generational performance leap — delivering about four times the compute capacity of prior-generation chips, paired with 288 GB of HBM3e memory and up to 40% better token‑per‑dollar performance than Nvidia's B200 models. Initial deployments are expected in Q3 2025 in both air‑ and liquid‑cooled configurations, with racks supporting up to 128 GPUs, producing some 2.6 exaflops FP4 compute. ADVERTISEMENT Looking further ahead, AMD previewed 'Helios'—a fully integrated rack comprising MI400 GPUs, Zen 6‑based EPYC 'Venice' CPUs and Pensando Vulcano NICs, boasting 72 GPUs per rack, up to 50% more HBM memory bandwidth and system‑scale networking improvements compared to current architectures. Helios is poised for market launch in 2026, with an even more advanced MI500‑based variant expected around 2027. Dr Su underscored openness as AMD's competitive lever. Unlike Nvidia's proprietary NVLink interface, AMD's designs will adhere to open industry standards—extending availability of networking architectures to rivals such as Intel. Su argued this approach would accelerate innovation, citing historical parallels from open Linux and Android ecosystems. On the software front, the ROCm 7 stack is being upgraded with enterprise AI and MLOps features, including integrated tools from VMware, Red Hat, Canonical and others. ROCm Enterprise AI, launching in Q3 or early Q4, aims to match or exceed Nvidia's CUDA-based offerings in usability and integration. Strategic acquisitions underpin AMD's infrastructure ambitions. The purchase of ZT Systems in March 2025 brought over 1,000 engineers to accelerate rack-scale system builds. Meanwhile, AMD has onboarded engineering talent from Untether AI and Lamini to enrich its AI software capabilities. Market reaction was muted; AMD shares fell roughly 1–2% on the event day, with analysts noting that while the announcements are ambitious, immediate market share gains are uncertain. Financially, AMD projects AI data centre revenues growing from over $5 billion in 2024 to tens of billions annually, anticipating the AI chip market reaching around $500 billion by 2028. These developments position AMD as a serious contender in the AI infrastructure arena. Its push for rack‑scale systems and open‑standard platforms aligns with the growing trend toward modular, interoperable computing. Competition with Nvidia will intensify through 2026 and 2027, centred on performance per dollar in large‑scale deployments.

AMD turns to AI startups to inform chip, software design
AMD turns to AI startups to inform chip, software design

Time of India

time13-06-2025

  • Business
  • Time of India

AMD turns to AI startups to inform chip, software design

By Max A. Cherney SAN JOSE: Advanced Micro Devices has forged close ties to a batch of artificial intelligence startups as part of the company's effort to bolster its software and forge superior chip designs. As AI companies seek alternatives to Nvidia's chips, AMD has begun to expand its plans to build a viable competing line of hardware, acquiring companies such as server maker ZT Systems in its quest to achieve that goal. But to build a successful line of chips also requires a powerful set of software to efficiently run the programs built by AI developers. AMD has acquired several small software companies in recent weeks in a bid to boost its talent, and it has been working to beef up its set of software, broadly known as ROCm. "This will be a very thoughtful, deliberate, multi-generational journey for us ," said Vamsi Boppana, senior vice president of AI at AMD. AMD has committed to improve its ROCm and other software, which is a boon to customers such as AI enterprise startup Cohere, as it results in speedy changes and the addition of new features. Cohere is focused on building AI models that are tailored for large businesses versus the foundational AI models that companies like OpenAI and others target. AMD has made important strides in improving its software, Cohere CEO Aidan Gomez said in an interview with Reuters. Changing Cohere's software to run on AMD chips was a process that previously took weeks and now happens in only "days," Gomez said. Gomez declined to disclose exactly how much of Cohere's software relies on AMD chips but called it a "meaningful segment of our compute base" around the world. OPENAI INFLUENCE OpenAI has had significant influence on the design of the forthcoming MI450 series of AI chips, said Forrest Norrod, an executive vice president at AMD. AMD's MI400 series of chips will be the basis for a new server called "Helios" that the company plans to release next year. Nvidia too has engineered whole servers in part because AI computations require hundreds or thousands of chips strung together. OpenAI's Sam Altman appeared on stage at AMD's Thursday event in San Jose, and discussed the partnership between the two companies in broad terms. Norrod said that OpenAI's requests had a big influence on how AMD designed the MI450 series memory architecture and how the hardware can scale up to thousands of chips necessary to build and run AI applications. The ChatGPT creator also influenced what kinds of mathematical operations the chips are optimized for. "(OpenAI) has given us a lot of feedback that, I think, heavily informed our design," Norrod said.

AMD turns to AI startups to inform chip, software design
AMD turns to AI startups to inform chip, software design

The Star

time13-06-2025

  • Business
  • The Star

AMD turns to AI startups to inform chip, software design

FILE PHOTO: A smartphone with a displayed AMD logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration/File Photo SAN JOSE (Reuters) -Advanced Micro Devices has forged close ties to a batch of artificial intelligence startups as part of the company's effort to bolster its software and forge superior chip designs. As AI companies seek alternatives to Nvidia's chips, AMD has begun to expand its plans to build a viable competing line of hardware, acquiring companies such as server maker ZT Systems in its quest to achieve that goal. But to build a successfulline of chips also requires a powerful set of software to efficiently run the programs built by AI developers. AMD has acquired several small software companies in recent weeks in a bid to boost its talent, and it has been working to beef up its set of software, broadly known as ROCm. "This will be a very thoughtful, deliberate, multi-generational journey for us," said Vamsi Boppana, senior vice president of AI at AMD. AMD has committed to improve its ROCm and other software, which is a boon to customers such as AI enterprise startup Cohere, as it results in speedy changes and the addition of new features. Cohere is focused on building AI models that are tailored for large businesses versus the foundational AI models that companies like OpenAI and others target. AMD has made important strides in improving its software, Cohere CEO Aidan Gomez said in an interview with Reuters. Changing Cohere's software to run on AMD chips was a process that previously took weeks and now happens in only "days," Gomez said. Gomez declined to disclose exactly how much of Cohere's software relies on AMD chips but called it a "meaningful segment of our compute base" around the world. OPENAI INFLUENCE OpenAI has had significant influence on the design of the forthcoming MI450 series of AI chips, said Forrest Norrod, an executive vice president at AMD. AMD's MI400 series of chips will be the basis for a new server called "Helios" that the company plans to release next year. Nvidia too has engineered whole servers in part because AI computations require hundreds or thousands of chips strung together. OpenAI's Sam Altman appeared on stage at AMD's Thursday event in San Jose, and discussed the partnership between the two companies in broad terms. Norrod said that OpenAI's requests had a big influence on how AMD designed the MI450 series memory architectureand how the hardware can scale up to thousands of chips necessary to build and run AI applications. The ChatGPT creator also influenced what kinds of mathematical operations the chips are optimized for. "(OpenAI) has given us a lot of feedback that, I think, heavily informed our design," Norrod said. (Reporting by Max A. Cherney in San JoseEditing by Shri Navaratnam)

AMD turns to AI startups to inform chip, software design
AMD turns to AI startups to inform chip, software design

Yahoo

time13-06-2025

  • Business
  • Yahoo

AMD turns to AI startups to inform chip, software design

By Max A. Cherney SAN JOSE (Reuters) -Advanced Micro Devices has forged close ties to a batch of artificial intelligence startups as part of the company's effort to bolster its software and forge superior chip designs. As AI companies seek alternatives to Nvidia's chips, AMD has begun to expand its plans to build a viable competing line of hardware, acquiring companies such as server maker ZT Systems in its quest to achieve that goal. But to build a successful line of chips also requires a powerful set of software to efficiently run the programs built by AI developers. AMD has acquired several small software companies in recent weeks in a bid to boost its talent, and it has been working to beef up its set of software, broadly known as ROCm. "This will be a very thoughtful, deliberate, multi-generational journey for us," said Vamsi Boppana, senior vice president of AI at AMD. AMD has committed to improve its ROCm and other software, which is a boon to customers such as AI enterprise startup Cohere, as it results in speedy changes and the addition of new features. Cohere is focused on building AI models that are tailored for large businesses versus the foundational AI models that companies like OpenAI and others target. AMD has made important strides in improving its software, Cohere CEO Aidan Gomez said in an interview with Reuters. Changing Cohere's software to run on AMD chips was a process that previously took weeks and now happens in only "days," Gomez said. Gomez declined to disclose exactly how much of Cohere's software relies on AMD chips but called it a "meaningful segment of our compute base" around the world. OPENAI INFLUENCE OpenAI has had significant influence on the design of the forthcoming MI450 series of AI chips, said Forrest Norrod, an executive vice president at AMD. AMD's MI400 series of chips will be the basis for a new server called "Helios" that the company plans to release next year. Nvidia too has engineered whole servers in part because AI computations require hundreds or thousands of chips strung together. OpenAI's Sam Altman appeared on stage at AMD's Thursday event in San Jose, and discussed the partnership between the two companies in broad terms. Norrod said that OpenAI's requests had a big influence on how AMD designed the MI450 series memory architecture and how the hardware can scale up to thousands of chips necessary to build and run AI applications. The ChatGPT creator also influenced what kinds of mathematical operations the chips are optimized for. "(OpenAI) has given us a lot of feedback that, I think, heavily informed our design," Norrod said. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

AMD turns to AI startups to inform chip, software design
AMD turns to AI startups to inform chip, software design

Yahoo

time13-06-2025

  • Business
  • Yahoo

AMD turns to AI startups to inform chip, software design

By Max A. Cherney SAN JOSE (Reuters) -Advanced Micro Devices has forged close ties to a batch of artificial intelligence startups as part of the company's effort to bolster its software and forge superior chip designs. As AI companies seek alternatives to Nvidia's chips, AMD has begun to expand its plans to build a viable competing line of hardware, acquiring companies such as server maker ZT Systems in its quest to achieve that goal. But to build a successful line of chips also requires a powerful set of software to efficiently run the programs built by AI developers. AMD has acquired several small software companies in recent weeks in a bid to boost its talent, and it has been working to beef up its set of software, broadly known as ROCm. "This will be a very thoughtful, deliberate, multi-generational journey for us," said Vamsi Boppana, senior vice president of AI at AMD. AMD has committed to improve its ROCm and other software, which is a boon to customers such as AI enterprise startup Cohere, as it results in speedy changes and the addition of new features. Cohere is focused on building AI models that are tailored for large businesses versus the foundational AI models that companies like OpenAI and others target. AMD has made important strides in improving its software, Cohere CEO Aidan Gomez said in an interview with Reuters. Changing Cohere's software to run on AMD chips was a process that previously took weeks and now happens in only "days," Gomez said. Gomez declined to disclose exactly how much of Cohere's software relies on AMD chips but called it a "meaningful segment of our compute base" around the world. OPENAI INFLUENCE OpenAI has had significant influence on the design of the forthcoming MI450 series of AI chips, said Forrest Norrod, an executive vice president at AMD. AMD's MI400 series of chips will be the basis for a new server called "Helios" that the company plans to release next year. Nvidia too has engineered whole servers in part because AI computations require hundreds or thousands of chips strung together. OpenAI's Sam Altman appeared on stage at AMD's Thursday event in San Jose, and discussed the partnership between the two companies in broad terms. Norrod said that OpenAI's requests had a big influence on how AMD designed the MI450 series memory architecture and how the hardware can scale up to thousands of chips necessary to build and run AI applications. The ChatGPT creator also influenced what kinds of mathematical operations the chips are optimized for. "(OpenAI) has given us a lot of feedback that, I think, heavily informed our design," Norrod said. Sign in to access your portfolio

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