Latest news with #InstinctMI350
Yahoo
a day ago
- Business
- Yahoo
This Week In AI Chips - AMD Advances AI Innovation With Open Ecosystem Approach
AMD recently showcased its vision for an open AI ecosystem, emphasizing a collaborative approach through new silicon, software, and systems at its Advancing AI 2025 event. The company introduced the Instinct MI350 series of GPUs, highlighting significant advancements in AI compute performance, efficiency, and scalability. AMD has continued to expand its ROCm open software stack and unveiled its next-generation AI rack designs, aiming for leadership in rack-scale AI performance beyond 2027. Strategic partnerships with industry leaders like Meta, OpenAI, and Microsoft underscore AMD's commitment to driving AI innovation through open standards and shared technological advancements. These developments position AMD as a central player in accelerating AI ecosystems across various industries. last closed at $118.50 down 2.2%. In other trading, was a standout up 3.8% and ending trading at $74.34. In the meantime, softened, down 5.1% to close at ¥23,730. AMD's upcoming 5th Gen EPYC processors and AI accelerators promise rapid revenue growth. Click to explore the detailed narrative on AMD's strategic advancements. Also, check out our Market Insights article titled "A.I. Enters the 'Show Me The Money' Phase," where we reviewed key AI chip investments poised for growth—get in fast. settled at $145.00 up 1.5%. NVIDIA recently announced strategic partnerships and technological integrations, including a collaboration with Samsung to invest in AI robotics and numerous European initiatives focused on AI infrastructure, all within the past two days of NVIDIA's GTC Paris conference. closed at $158.70 down 0.5%. finished trading at €676.60 down 2%. Unlock our comprehensive list of 53 AI Chip Stocks like Applied Materials, Intel and Taiwan Semiconductor Manufacturing by clicking here. Interested In Other Possibilities? AI is about to change healthcare. These 22 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sources: Simply Wall St "AMD Unveils Vision for an Open AI Ecosystem, Detailing New Silicon, Software and Systems at Advancing AI 2025" from Advanced Micro Devices, Inc. on GlobeNewswire (published 12 June 2025) Companies discussed in this article include NasdaqGS:CRDO NasdaqGS:NVDA NasdaqGS:QCOM ENXTAM:ASML NasdaqGS:AMD and TSE:8035. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Entrepreneur
a day ago
- Business
- Entrepreneur
AMD Unveils Integrated AI Platform with MI350 Series GPUs
The company announced broader access to the AMD Developer Cloud, offering developers and the open-source community access to next-gen compute platforms You're reading Entrepreneur India, an international franchise of Entrepreneur Media. At its Advancing AI event in San Jose, AMD revealed a wide-ranging AI strategy with a new suite of hardware, software, and end-to-end infrastructure solutions, reinforcing its position as a key enabler of next-generation AI workloads. The company unveiled its latest AI accelerators, 'the AMD Instinct MI350 Series' which promise a 4x generational performance leap and are already being rolled out in large-scale cloud deployments, including Oracle Cloud Infrastructure. AMD Chair and CEO Dr. Lisa Su delivered the keynote alongside executives from Meta, Microsoft, Oracle, and OpenAI, showcasing how AMD's integrated platform spanning GPUs, CPUs, networking, and open software is helping power some of the world's most advanced AI applications. Currently, seven of the ten largest AI customers are deploying AMD Instinct Accelerators, underscoring the company's growing leadership in the space. A central highlight was the introduction of the AMD Instinct MI350 Series, which includes the MI350X and MI355X GPUs. These are built to drive transformative AI performance and are supported by the 5th Gen AMD EPYC processors and AMD Pensando Pollara NICs, all working together as part of a new open-standards rack-scale infrastructure. Broad availability of this infrastructure is expected in the second half of 2025. AMD offered a glimpse into the future with its "Helios" AI Rack, a fully integrated AI platform set for release in 2026. Powered by next-gen AMD Instinct MI400 Series GPUs, "Zen 6"-based AMD EPYC "Venice" CPUs, and AMD Pensando "Vulcano" NICs, Helios aims to redefine AI performance standards and support ever-larger and more complex models with efficiency at scale. On the software front, AMD launched ROCm 7.0, its latest AI software stack. The update brings enhanced support for industry-standard frameworks, expanded hardware compatibility, and new APIs, drivers, and libraries to accelerate AI development. Additionally, the company announced broader access to the AMD Developer Cloud, offering developers and the open-source community access to next-gen compute platforms. AMD also emphasised sustainability with a significant energy efficiency milestone. The MI350 Series has surpassed AMD's earlier five-year goal of a 30x energy efficiency gain achieving a 38x improvement in AI training and high-performance computing nodes. AMD is now setting a new 2030 goal: a 20x increase in rack-scale energy efficiency from 2024 levels, aiming to reduce power consumption by 95 per cent.
Business Insider
a day ago
- Business
- Business Insider
Advanced Micro Devices Stock (AMD) Poised for Breakout as AI Demand Accelerates
Advanced Micro Devices (AMD) has faced its share of volatility, with the stock down 23% over the past year. However, recent momentum suggests a potential turnaround is underway. Multiple growth catalysts are driving revenue higher, and it appears the market has yet to fully recognize this acceleration. Given these tailwinds, I'm bullish on AMD and believe the stock is well-positioned for a breakout toward its all-time highs around $200 per share. Confident Investing Starts Here: Data Center Boom Powers the AI Revolution AMD's Data Center segment is emerging as the company's growth engine—and for good reason. In Q1, the segment generated $3.7 billion in revenue, marking a 57% year-over-year increase, fueled by surging demand for its EPYC CPUs and Instinct GPUs. CEO Lisa Su pointed to deepening partnerships with major players like Microsoft (MSFT), Meta (META), and Oracle (ORCL), as hyperscalers increasingly rely on AMD's chips to power AI workloads. This momentum isn't just a one-off. Data center revenue nearly doubled in 2024 to $12.6 billion, and Q1's results continue that trajectory. AMD is further reinforcing its position through strategic acquisitions, such as Untether AI and Brium, thereby expanding its capabilities in both AI hardware and software. The upcoming Instinct MI350 series is already generating buzz for its potential to rival Nvidia in AI infrastructure. Despite the cyclical nature of the semiconductor industry, AMD's consistent data center growth, driven by rising AI demand and a strengthened ecosystem, suggests the company is well-positioned for a robust and sustained run. Client Segment: Ryzen Roars Back AMD's Client segment shouldn't be overlooked—it's staging an impressive comeback. In Q1, client revenue surged to $2.3 billion, up 68% year-over-year, driven by strong adoption of the new 'Zen 5' Ryzen processors across both laptops and desktops. AMD's Ryzen AI Max chips are at the forefront of this growth, powering over 50 AI-enabled laptop models expected to hit the market this year. But beyond the spike in sales, this signals AMD's growing presence in the PC space, particularly in AI-driven devices like Microsoft's Copilot+ PCs—a trend that could create lasting tailwinds. What's particularly compelling is the shift in market perception. Once seen as the underdog, AMD is now steadily gaining ground on Intel by delivering processors that excel in both performance and power efficiency. The Client segment's 68% jump in Q1 reflects this evolution—AMD is no longer catching up; it's setting the pace. As AI becomes increasingly integrated into everyday computing, Ryzen chips are well-positioned to keep driving growth in this segment. Strategic Moves: Betting Big on AI AMD's strategic initiatives have played a key role in fueling its recent momentum. Notably, the acquisition of ZT Systems' data center infrastructure business underscores the company's long-term ambition to lead in AI hardware. CEO Lisa Su has projected that the AI accelerator market could reach $500 billion by 2028, and AMD is positioning itself to capture a significant share. The MI235X chip, purpose-built for AI inference, targets a segment Su believes will eventually outpace AI training in market size. Collaborations are also strengthening AMD's ecosystem. From IBM (IBM) deploying Instinct MI300X accelerators to Fujitsu (FJTSF) working with AMD on sustainable AI infrastructure, these alliances are embedding AMD's technology into the fabric of global AI development. With double-digit revenue growth forecasted for the years ahead, AMD's strategic investments are increasingly looking like long-term value drivers. A Valuation That Screams Opportunity At first glance, AMD's current valuation—trading at 31x this year's consensus EPS of roughly $4—may seem steep. However, a closer look reveals a compelling growth story. Analysts project a 44% jump in EPS by 2026, reaching an estimated $5.71. That would bring the forward P/E down to a much more attractive 22x, a reasonable price for a company set to benefit from a robust, multi-year AI tailwind. Adding to the bullish case, AMD's gross margin climbed to 54% in Q1 and continues to improve as its high-margin data center segment scales. This margin expansion sets the stage for stronger profitability ahead, reinforcing the stock's long-term value. Is AMD a Good Stock to Buy? Wall Street maintains a fairly bullish view of AMD stock. AMD features a Moderate Buy consensus rating based on 22 Buy and 10 Hold ratings issued over the past three months. Notably, not a single analyst is bearish on AMD stock. AMD's average price target of $127.93 implies a modest 5% upside potential over the next 12 months, which, in my view, suggests that Wall Street is still underestimating the stock. AMD Poised for a Breakout as AI Demand Accelerates AMD appears to be at a pivotal inflection point. Its Data Center and Client segments are gaining momentum, recent acquisitions are reinforcing its position in the AI space, and the current valuation suggests the market has yet to fully price in its growth potential. While challenges like export restrictions to China and weakness in the gaming segment remain, they're far outweighed by AMD's aggressive expansion into AI. Given the accelerating demand for advanced computing power, I believe AMD is well-positioned not just for a recovery but for a breakout to new highs. The conditions for a sustained rally are falling into place—and that breakout may be closer than many expect.
Forbes
2 days ago
- Business
- Forbes
AMD Accelerates AI Data Centers With Instinct And Helios
Today, AMD held its Advancing AI event in San Jose, California. This year's event centered around the launch of the new Instinct MI350 series GPU accelerators for servers, advances to the company's ROCm (Radeon Open Compute) software development platform for the Instinct accelerators, and AMD's data center system roadmap. Disclosure: My company, Tirias Research, has consulted for AMD and other companies mentioned in this article. The Instinct MI350 & MI355X GPU accelerator specs AMD First up is the latest in the Instinct product line, the MI350 and MI355X. Like its main competitor in the AI segment, AMD has committed to an annual cadence for new server AI accelerators. The MI350 and MI355X are the latest and are based on the new CDNA 4 architecture. The MI350 is a passively cooled solution that utilizes heat sinks and fans, whereas the MI355X is a liquid-cooled solution that employs direct-to-chip cooling. The liquid cooling system provides two significant benefits: the first is an increase in Total Board Power (TBP) from 1000W to 1400W, and the second is an increase in rack density from 64 GPUs per rack to up to 128 GPUs per rack. According to AMD, the MI350 series of GPU accelerators provides approximately a 3x improvement in both AI training and inference over the previous MI300 generation, with competitive performance equal to or better than the competition on select AI models and workloads. (Tirias Research does not provide competitive benchmark information unless it can verify it). Structurally, the MI350 series is similar to the previous MI300 generation, utilizing 3D hybrid bonding to stack an Infinity Fabric die, two I/O dies, and eight compute dies on top of a silicon interposer. The most significant changes are the shift to the CDNA 4 compute architecture, the use of the latest HBM3E high-speed memory, and architectural enhancements to the I/O, which resulted in two dies rather than four. The various dies are manufactured on TSMC's N3 and N6 process nodes. The result is an increase in performance efficiency throughout the chip while maintaining a small footprint. New ROCm 7 features AMD The Second significant announcement, or group of announcements, is around ROCm, AMD's open-source software development platform for GPUs. The release of ROCm 7 demonstrates just how far the software platform has come. One of the most significant changes is the ability to run PyTorch natively on Windows on an AMD-enabled PC, a huge plus for developers, and making ROCm truly portable across all AMD platforms. ROCm now supports all major AI frameworks and models, including 1.8 million models on Hugging Face. ROCm 7 also provides an average of 3 times better training performance than ROCm 6 on leading industry models and 3.5 times higher inference performance. In addition the enhancements to ROCm, AMD is doing more outreach to developers, including a developer track at the Advancing AI event, and the availability of the new AMD Developer Cloud accessed through GitHub. Helios AI Rack AMD The third major announcement was the forthcoming rack architecture, scheduled for 2026, called Helios. Like the rest of the industry, AMD is shifting its system focus to the rack as the platform, rather than just the server tray. The Helios will be a new rack architecture based on the latest AMD technology for processing, AI, and networking. Helios will feature the Zen 6 Epyc processor, the Instinct MI400 GPU accelerator based on the CDNA Next architecture, and the Pensando Vulcano AI NIC for scale-out networking. For scale-up networking between GPU accelerators within a rack, Helios will leverage UALink. The UALink 1.0 specification was released in April. Marvell and Synopsys have both announced the availability of UALink IP, and switch chips are anticipated from several vendors, including UALink partners like Astera Labs and Cisco. Additionally, an A-list of partners and customers joined AMD at Advancing AI, including Astera Labs, Cohere, Humain, Meta, Marvell, Microsoft, OpenAI, Oracle, Red Hat, and xAI. Humain was the most interesting because of its joint venture with AMD and other silicon vendors to build an AI infrastructure in Saudi Arabia. Humain has already begun the construction of eleven data centers with plans to add 50MW modules every quarter. Key to Humain's strategy is leveraging the abundant power and young labor force in Saudi Arabia. There is much more detail behind these and the extensive list of partnership announcements, but these three underscore AMD's dedication to remaining competitive in data center AI solutions, demonstrate its consistent execution, and reinforce its position as a viable alternative provider of data center GPU accelerators and AI platforms. As the tech industry struggles to meet the demand for AI, AMD continues to enhance its server platforms to meet the needs of AI developers and workloads. While this does not leapfrog the competition, it does narrow the gap in many respects, making AMD the most competitive alternative to Nvidia.
Yahoo
13-04-2025
- Business
- Yahoo
Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies by Early 2026
Palantir Technologies (NASDAQ: PLTR) stock has returned 910% since the inception of the artificial intelligence boom in late 2022, and the company is currently worth $200 billion. But some Wall Street analysts expect Advanced Micro Devices (NASDAQ: AMD) and Uber Technologies (NYSE: UBER) to top that figure in the next 12 months. Aaron Rakers at Wells Fargo recently maintained his AMD forecast at $140 per share. That implies 54% upside from its current share price of $91. It also implies a market value of $227 billion. Mark Mahaney at Evercore recently maintained his Uber forecast at $115 per share. That implies 64% upside from its current share price of $70. It also implies a market value of $241 billion. Here's what investors should know about Advanced Micro Devices and Uber. Advanced Micro Devices is a semiconductor company that supplies central processing units (CPUs) and graphics processing units (GPUs) for data center servers, personal computers, and video game consoles. The company also designs embedded processors for several end markets, including automotive, industrial, and medical. The investment thesis focuses on momentum in the CPU market and potential share gains in the GPU market. Specifically, AMD in recent years has steadily gained CPU market share across personal computers and data center servers, while Intel has lost share. Intel's manufacturing missteps and AMD's partnership with Taiwan Semiconductor (which has led to more efficient chip production) have played a role. Also, while AMD has failed to take share in data center GPUs (artificial intelligence accelerators) from Nvidia, that may change as companies seek less costly alternatives in the future. AMD will start shipping its latest Instinct MI350 GPU in mid-2025. CEO Lisa Su said on the recent earnings call that AI accelerator sales would increase from $5 billion in 2024 to "tens of billions of dollars of annual revenue over the coming years." Wall Street estimates AMD's earnings will increase 39% in 2025. That makes the current valuation of 28 times earnings look downright cheap. If AMD merely matches that earnings estimate and maintains its current valuation, its share price would increase 39% by early 2026. That would give the company a market value of $205 billion, which is more than Palantir is worth today. Additionally, if AMD achieves strong sales growth in AI accelerators following the release of its Instinct MI350 GPU later this year, the market may afford the company a higher valuation multiple. In that scenario, the $140 target price set by Aaron Rakers would be plausible. Regardless, now is a good time for patient investors to buy a small position. Uber leads the U.S. ride-sharing market with 76% share, according to Bloomberg. It also ranks second in the restaurant food delivery market with 24% share. Additionally, the company is the market leader in ride-sharing services in nine other countries, and the market leader in food-delivery services in seven countries. The investment thesis for Uber can be broken into two parts. First, the company should be able to maintain or even expand its market share in ride-sharing and food delivery, especially as it leans into new products (e.g., grocery, retail) and its Uber One membership program. Additionally, advertising revenue should continue to increase at steady clip as the company collects more consumer data, which informs recommendations. Second, autonomous ride-sharing will likely revolutionize the mobility industry in the years ahead, and Uber has already partnered with several autonomous vehicle (AV) companies, including recent commercial launches with Alphabet's Waymo and WeRide. "Uber can deliver the lowest operational costs for our AV partners because we are leaps and bounds ahead on every aspect of the go-to-market capabilities," CEO Dana Khosrowshahi said. Uber estimates annual adjusted EBITDA growth will range from high-30% to 40% through 2026. That hints at similar growth in adjusted earnings, which makes the current valuation of 15 times earnings look cheap (that is nearly its cheapest valuation in history). If Uber grows earnings 40% in 2025 and keeps its present valuation, the stock will increase 40% by early 2026. The would give Uber a market value of $205 billion, slightly more than Palantir is worth today. Additionally, if the company expands its partnership with Waymo, or otherwise improves its positioning in the nascent autonomous ride-sharing space, the market may afford Uber a higher valuation multiple. In that case, Mark Mahaney's target price of $115 per share would be plausible. Regardless, patient investors should feel comfortable buying a position today. Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Advanced Micro Devices wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $496,779!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $659,306!* Now, it's worth noting Stock Advisor's total average return is 787% — a market-crushing outperformance compared to 152% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 5, 2025 Wells Fargo is an advertising partner of Motley Fool Money. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Nvidia and Palantir Technologies. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Nvidia, Palantir Technologies, Taiwan Semiconductor Manufacturing, and Uber Technologies. The Motley Fool has a disclosure policy. Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies by Early 2026 was originally published by The Motley Fool Sign in to access your portfolio
