Latest news with #EPYCTurin
Yahoo
3 days ago
- Business
- Yahoo
Can Advanced Micro Devices EPYC Drive Data Center Revenue Growth?
Advanced Micro Devices AMD is benefiting from its strong presence in the data center market, which is driven by the widespread adoption of its EPYC processors. In the first quarter of 2025, data center revenues surged 57.2% year over year to $3.674 billion, accounting for 49.4% of total revenues. The company's strong adoption of fifth-gen EPYC Turin processors and expanding Instinct AI accelerator deployments across hyperscalers and enterprises have also been major growth drivers for its success. Hyperscalers like AWS, Google, and Oracle launched more than 30 new EPYC-powered cloud instances, while enterprise adoption doubled among Forbes 2000 customers in the first quarter of processors are now deployed by all top 10 telecom, aerospace, and semiconductor companies. These processors are also gaining momentum in automotive, manufacturing, and energy sectors. AMD's expanding EPYC portfolio has been a key catalyst. The company recently announced that Nokia has adopted its fifth-gen EPYC 9005 Series processors for the Nokia Cloud Platform. These processors will enhance performance per watt for containerized workloads, which are important to 5G Core, edge, and enterprise applications. This integration supports telecom networks in meeting rising data demands while improving energy efficiency and reducing environmental impact. AMD faces stiff competition in the data center market from industry giants like Intel Corporation INTC and NVIDIA NVDA. Intel is heavily investing in technologies like its Xeon processors and AI accelerators to compete more effectively with AMD's EPYC server processors. Recently, Intel has expanded its AI and data center portfolio with the introduction of the Intel Xeon 5 processor. In the first quarter of 2025, Datacenter and AI Group revenues improved 8% year over year to $4.13 billion, driven by a solid demand for host CPUs for AI servers and storage is benefiting from the growing demand for generative AI and large language models using graphic processing units (GPUs) based on NVIDIA's Hopper and Blackwell architectures, which are aiding data center revenues. In the first quarter of fiscal 2026, data center jumped 73.3% year over year and 9.9% from the previous quarter to $39.1 billion. Advanced Micro Device shares have gained 1.4% year to date (YTD), underperforming the broader Zacks Computer & Technology sector's return of 2.4% and the Zacks Computer - Integrated Systems industry's increase of 16.7%. Image Source: Zacks Investment Research AMD stock is trading at a premium, with a forward 12-month Price/Sales of 5.86X compared with the industry's 3.59X. AMD has a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at 56 cents per share, which has declined 13.6% over the past 30 days, indicating an 18.84% decline year over year. Advanced Micro Devices, Inc. price-consensus-chart | Advanced Micro Devices, Inc. Quote The consensus mark for 2025 earnings is pegged at $3.97 per share, which declined 2.9% over the past 30 days, suggesting 19.94% year-over-year currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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
Int'l Business Times
4 days ago
- Business
- Int'l Business Times
Allnodes Launches Bare-Metal Servers for Solana Validators and Builders
Los Angeles, USA, June 11th, 2025, Chainwire Allnodes, a provider of non-custodial staking and node hosting services, has introduced a new range of bare-metal servers tailored specifically for Solana validators and infrastructure developers. Designed to meet Solana's stringent performance requirements, these single-tenant servers offer high throughput, low latency, and enterprise-grade reliability, without requiring users to manage on-premises hardware. Infrastructure Optimized for Solana Validator Demands The new hosting solution is engineered to exceed Solana's baseline validator specifications, ensuring consistent performance even during periods of network congestion. Each server is powered by AMD's latest-generation EPYC Turin processors, starting with the 24-core 9275F (up to 4.8 GHz Max Boost) and scaling to the 64-core 9575F (up to 5.0 GHz Max Boost). Standard configurations include 256GB of DDR5 ECC RAM running at 4800 MHz, with available upgrades up to 3072GB at 4000 MHz or 1280GB at 6400 MT/s. This flexibility supports validators leveraging Jito-Solana infrastructure and those requiring enhanced Maximal Extractable Value (MEV) handling. Storage capabilities feature Gen 5 NVMe SSDs with up to 7.68TB capacity. Solidigm D7-P5310 drives, capable of delivering read speeds of 14,500 MB/s and 3.1 million IOPS, are included to support high I/O demands and rapid ledger access. Network performance includes dual 25 Gbit/s ports, with upgrade options to dual 100 Gbit/s connections. All servers are hosted in Tier 3.5+ data centers in Germany, providing redundant power systems, advanced cooling, DDoS protection, and 99.99% uptime. Validator-Centric Features Allnodes' offering allows validators to retain full operational control while offloading infrastructure management. Clients are provided with 24/7 access to the Intelligent Platform Management Interface (IPMI) and BIOS for remote hardware management. Customized configurations are provisioned within 24 hours, and 24/7 technical support is available for maintenance and optimization. The service offers a fixed-cost alternative to self-hosting, combining predictable pricing with enterprise-level performance via the AMD EPYC Turin architecture. About Allnodes Allnodes delivers blockchain infrastructure solutions with a focus on non-custodial staking and node hosting. Supporting over 120 networks and tens of thousands of nodes, the platform manages nearly $3 billion in staked assets. Allnodes emphasizes performance, transparency, and reliability, enabling individuals and institutions to participate in decentralized networks. Contact: Website: Email: support@ Twitter: @Allnodes Contact Support support@
