Latest news with #XDNA
Business Insider
a day ago
- Business
- Business Insider
These Catalysts Could Push AMD Stock Higher
Chipmaker Advanced Micro Devices (AMD) has been gaining attention after reporting record Q2 revenue of around $7.7 billion, a 32% increase from last year. This growth was fueled by strong sales in both its client CPUs and data center processors. The company is also pushing deeper into artificial intelligence, with its new Instinct MI350 series that is designed to compete with rival Nvidia (NVDA). However, despite these positives, AMD still faces some serious challenges. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. For starters, the rising trade tensions between the U.S. and China have led to a costly new agreement in which the company must now pay 15% of its China chip sales revenue to the U.S. government to secure export licenses. This will eat into profit margins and make planning more difficult. At the same time, Nvidia holds a stronger position in AI infrastructure, especially when it comes to large-scale, rack-based systems. Indeed, some analysts are waiting to see if AMD's next-generation MI400 chips, expected in 2026, can truly match Nvidia's capabilities before getting more optimistic. Nevertheless, AMD has other potential catalysts that could push its stock price higher. In fact, its Zen 5 architecture and the complete Ryzen 9000 lineup have strengthened its position in the CPU market, while the new XDNA neural processing unit adds AI acceleration to everyday computing. Separately, in gaming, AMD now holds over 40% of CPU market share among Steam users, thanks to competitive pricing and platform stability. As a result, analysts see this combination of strength in CPUs, GPUs, and AI solutions as a compelling growth story that gives AMD multiple paths to expand in both enterprise and consumer markets. Is AMD a Buy, Sell, or Hold? Overall, analysts have a Moderate Buy consensus rating on AMD stock based on 26 Buys, 12 Holds, and zero Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average AMD price target of $181.36 per share implies 3.5% upside potential.
Yahoo
31-07-2025
- Business
- Yahoo
CORSAIR Launches AI WORKSTATION 300, Combining Security, Scalability and Simplicity for AI Innovators
MILPITAS, Calif., July 31, 2025--(BUSINESS WIRE)--CORSAIR® (Nasdaq: CRSR) today unveiled the CORSAIR AI WORKSTATION 300, an AI-optimized workstation opening new markets in AI development and engineering, aligning CORSAIR with one of the fastest-growing segments of the computing market. The CORSAIR AI WORKSTATION 300 is built on AMD's latest Ryzen™ AI Max 300 Series platform, scaling up to the flagship Ryzen™ AI Max+ 395. Leveraging AMD's XDNA™ 2 NPU architecture to deliver up to 50 TOPS of on-device AI acceleration, this new platform positions CORSAIR to capitalize on the rapid shift toward local, client-side AI compute. AMD's "Strix Halo" architecture, combined with up to 128 GB of unified LPDDR5X memory (96 GB dynamically addressable as VRAM), enables advanced AI workflows to run at scale without reliance on discrete GPUs or cloud infrastructure. Key Product Highlights: Ultra-Compact AI Workstation: Enterprise‑class performance and scalability in a 4.4-liter form factor, targeting AI developers, engineers, and creative professionals. AMD Ryzen™ AI Max Platform: Configurations up to Ryzen™ AI Max+ 395 with XDNA 2 NPU architecture delivering up to 50 TOPS of on‑device AI acceleration. High-Capacity Unified Memory: Up to 128 GB LPDDR5X unified memory (96 GB dynamically usable as VRAM) for GPU‑class workloads without discrete GPUs. Local Large Model Inference: Capable of running Mistral Large 123B (BF16) and MCP servers locally, enabling long-context AI without reliance on cloud or discrete GPUs. Optimized for AI/Creative Workflows: Ideal for local LLMs, creative workloads, and AI development, supporting private, fast, and scalable local inference. Quiet, Efficient, Modular Design: Dual-fan cooling, Performance Level Selector for power vs. speed tuning, and portable form factor. AI Software Suite: Integrated tools to streamline engineering and creative workflows. Security and Reliability: Chip-to-cloud security architecture, 2-year warranty, designed to safeguard sensitive data. Thi La, Chief Executive Officer of Corsair, said, "The launch of the CORSAIR AI WORKSTATION 300 marks an expansion into one of the fastest‑growing segments of the computing market. We are opening new opportunities and positioning CORSAIR to benefit from the shift toward client‑side AI." To learn more about CORSAIR AI WORKSTATION 300 powered by AMD Ryzen™ AI Max 300 Series processors, please visit: About CORSAIR Corsair (Nasdaq: CRSR) is a leading global developer and manufacturer of high-performance products and technology for gamers, content creators, and PC enthusiasts. From award-winning PC components and peripherals to premium streaming equipment and smart ambient lighting, Corsair delivers a full ecosystem of products that work together to enable everyone, from casual gamers to committed professionals, to perform at their very best. Corsair also sells products under its Fanatec brand, the leading end-to-end premium Sim Racing product line; Elgato brand, which provides premium studio equipment and accessories for content creators; SCUF Gaming brand, which builds custom-designed controllers for competitive gamers; Drop, the leading community-driven mechanical keyboard brand; and ORIGIN PC brand, a builder of custom gaming and workstation desktop PCs. Forward-Looking Statements This press release contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements regarding the refinancing supporting the Company's growth plan and providing it flexibility to act on growth investments. Forward-looking statements are based on our management's beliefs, as well as assumptions made by, and information currently available to them. Because such statements are based on expectations as to future financial and operating results and are not statements of fact, actual results may differ materially from those projected. Factors which may cause actual results to differ materially from current expectations include, but are not limited to: the Company's limited operating history, which makes it difficult to forecast the Company's future results of operations; current macroeconomic conditions, including the impacts of high inflation and risk of recession, on demand for our products, consumer confidence and financial markets generally; changes in trade regulations, policies, and agreements and the imposition of tariffs that affect our products or operations, including potential new tariffs that may be imposed on U.S. imports and our ability to mitigate; the Company's ability to build and maintain the strength of the Company's brand among gaming and streaming enthusiasts and ability to continuously develop and successfully market new products and improvements to existing products; the introduction and success of new third-party high-performance computer hardware, particularly graphics processing units and central processing units as well as sophisticated new video games; fluctuations in operating results; the loss or inability to attract and retain key management; the impacts from geopolitical events and unrest; delays or disruptions at the Company or third-parties' manufacturing and distribution facilities; and the other factors described under the heading "Risk Factors" in our Annual Report on Form 10-K for the year ended December 31, 2024 filed with the Securities and Exchange Commission ("SEC") and our subsequent filings with the SEC. All forward-looking statements reflect our beliefs and assumptions only as of the date of this press release. We undertake no obligation to update forward-looking statements to reflect future events or circumstances. View source version on Contacts Investor Relations Contact:David Pasqualeir@ 914-337-8801 Media Contact: Media@ 510-657-8747
Globe and Mail
31-07-2025
- Business
- Globe and Mail
CORSAIR Launches AI WORKSTATION 300, Combining Security, Scalability and Simplicity for AI Innovators
CORSAIR® (Nasdaq: CRSR) today unveiled the CORSAIR AI WORKSTATION 300, an AI-optimized workstation opening new markets in AI development and engineering, aligning CORSAIR with one of the fastest-growing segments of the computing market. This press release features multimedia. View the full release here: CORSAIR AI WORKSTATION 300, an AI-optimized workstation opening new markets in AI development and engineering, aligns CORSAIR (Nasdaq: CRSR) with one of the fastest-growing segments of the computing market. The CORSAIR AI WORKSTATION 300 is built on AMD's latest Ryzen™ AI Max 300 Series platform, scaling up to the flagship Ryzen™ AI Max+ 395. Leveraging AMD's XDNA™ 2 NPU architecture to deliver up to 50 TOPS of on-device AI acceleration, this new platform positions CORSAIR to capitalize on the rapid shift toward local, client-side AI compute. AMD's 'Strix Halo' architecture, combined with up to 128 GB of unified LPDDR5X memory (96 GB dynamically addressable as VRAM), enables advanced AI workflows to run at scale without reliance on discrete GPUs or cloud infrastructure. Key Product Highlights: Ultra-Compact AI Workstation: Enterprise‑class performance and scalability in a 4.4-liter form factor, targeting AI developers, engineers, and creative professionals. AMD Ryzen™ AI Max Platform: Configurations up to Ryzen™ AI Max+ 395 with XDNA 2 NPU architecture delivering up to 50 TOPS of on‑device AI acceleration. High-Capacity Unified Memory: Up to 128 GB LPDDR5X unified memory (96 GB dynamically usable as VRAM) for GPU‑class workloads without discrete GPUs. Local Large Model Inference: Capable of running Mistral Large 123B (BF16) and MCP servers locally, enabling long-context AI without reliance on cloud or discrete GPUs. Optimized for AI/Creative Workflows: Ideal for local LLMs, creative workloads, and AI development, supporting private, fast, and scalable local inference. Quiet, Efficient, Modular Design: Dual-fan cooling, Performance Level Selector for power vs. speed tuning, and portable form factor. AI Software Suite: Integrated tools to streamline engineering and creative workflows. Security and Reliability: Chip-to-cloud security architecture, 2-year warranty, designed to safeguard sensitive data. Thi La, Chief Executive Officer of Corsair, said, 'The launch of the CORSAIR AI WORKSTATION 300 marks an expansion into one of the fastest‑growing segments of the computing market. We are opening new opportunities and positioning CORSAIR to benefit from the shift toward client‑side AI.' To learn more about CORSAIR AI WORKSTATION 300 powered by AMD Ryzen™ AI Max 300 Series processors, please visit: About CORSAIR Corsair (Nasdaq: CRSR) is a leading global developer and manufacturer of high-performance products and technology for gamers, content creators, and PC enthusiasts. From award-winning PC components and peripherals to premium streaming equipment and smart ambient lighting, Corsair delivers a full ecosystem of products that work together to enable everyone, from casual gamers to committed professionals, to perform at their very best. Corsair also sells products under its Fanatec brand, the leading end-to-end premium Sim Racing product line; Elgato brand, which provides premium studio equipment and accessories for content creators; SCUF Gaming brand, which builds custom-designed controllers for competitive gamers; Drop, the leading community-driven mechanical keyboard brand; and ORIGIN PC brand, a builder of custom gaming and workstation desktop PCs. Forward-Looking Statements This press release contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements regarding the refinancing supporting the Company's growth plan and providing it flexibility to act on growth investments. Forward-looking statements are based on our management's beliefs, as well as assumptions made by, and information currently available to them. Because such statements are based on expectations as to future financial and operating results and are not statements of fact, actual results may differ materially from those projected. Factors which may cause actual results to differ materially from current expectations include, but are not limited to: the Company's limited operating history, which makes it difficult to forecast the Company's future results of operations; current macroeconomic conditions, including the impacts of high inflation and risk of recession, on demand for our products, consumer confidence and financial markets generally; changes in trade regulations, policies, and agreements and the imposition of tariffs that affect our products or operations, including potential new tariffs that may be imposed on U.S. imports and our ability to mitigate; the Company's ability to build and maintain the strength of the Company's brand among gaming and streaming enthusiasts and ability to continuously develop and successfully market new products and improvements to existing products; the introduction and success of new third-party high-performance computer hardware, particularly graphics processing units and central processing units as well as sophisticated new video games; fluctuations in operating results; the loss or inability to attract and retain key management; the impacts from geopolitical events and unrest; delays or disruptions at the Company or third-parties' manufacturing and distribution facilities; and the other factors described under the heading 'Risk Factors' in our Annual Report on Form 10-K for the year ended December 31, 2024 filed with the Securities and Exchange Commission ('SEC') and our subsequent filings with the SEC. All forward-looking statements reflect our beliefs and assumptions only as of the date of this press release. We undertake no obligation to update forward-looking statements to reflect future events or circumstances.
