AI Data Centers
Europe's €387.8m LUMI-AI Runs on AMD, and Ships in Late 2027
The contract value includes maintenance, the funding is split with a six-country consortium, and the 'tenfold AI capacity' carries no FLOPS figure.
16h ago
#AMD
AI Chips
AMD's ROCm 10 “3.3x” Was Measured in July, on ROCm 7.2.2
Footnote MI350-81 dates the benchmark to 7 July 2026 and names the comparison: ROCm 7.0 against a preview build of ROCm.ai, averaged over three models on the same MI355X box. Nvidia is not in the comparison at all.
3d ago
AI Chips
AMD Borrowed $4.75B In Four Tranches, With No Project Named
Coupons climb from 4.600% to 5.500% out to 2036. The stated use of proceeds is general corporate purposes — and the cash is not on the balance sheet yet.
Aug 16, 2026
AI Data Centers
Fermi Found Its First Tenant: 222 Megawatts, $6.5 Billion, AMD Silicon
TensorWave takes the first building at Project Matador with rights to expand past 650MW. The binding part is 222MW; the rest is an option.
Aug 12, 2026
AI Chips
AMD Agreed to Buy a Startup That Burns Weights Into Silicon
Taalas hard-wires one model per chip and changes two mask layers to swap it. AMD disclosed no price, and the deal is still waiting on regulators.
Aug 9, 2026
AI Chips
AMD Signed for 530 Megawatts and Took Warrants in the Landlord
A fifteen-year colocation deal worth more than $14 billion in potential revenue — plus 30 million shares of Core Scientific at $23.47, vesting by the megawatt.
Jul 29, 2026
Nvidia
AMD Ships a Rack With 31 Terabytes of HBM4 and Says It Beats Nvidia's Next One
Helios packs 72 MI455X accelerators and 18 Zen 6 EPYC CPUs into a 7,000-pound double-wide rack drawing up to 245 kilowatts — against a competitor holding 95% of the market.
Jul 24, 2026
AI Chips
AMD Will Supply Anthropic With 2 Gigawatts of MI450 GPUs — and Take a Stake of Up to $5 Billion
The chipmaker becomes both supplier and shareholder: Anthropic commits to Helios racks at gigawatt scale, and AMD commits to a future equity investment — a sharper structure than the warrant deal it cut with OpenAI.
Jul 23, 2026
Nvidia
Nvidia Details Its Olympus CPU Cores — and Its First SPEC CPU 2026 Numbers
A deep dive on the Vera CPU reveals a 10-wide decoder, 18 execution pipes and a graph prefetcher, plus a benchmark result that edges AMD's EPYC 9755 by about 3% — on estimates, not official submissions.
Jul 22, 2026
Microsoft AI
AMD Launches Helios, Its First Rack-Scale AI System, With Microsoft Deploying It on Azure
AMD's most direct challenge yet to Nvidia's rack-scale machines packs 72 MI455X GPUs per rack — and Microsoft committed to run it on Azure, joining Meta, OpenAI and Oracle as early buyers.
Jul 20, 2026
AI Data Centers
AMD Teams With 5C to Build 'Gigascale' AI Campuses, and Its Stock Jumps
The chipmaker is pushing past selling silicon into designing whole AI factories around its Helios racks — though the deal with infrastructure builder 5C came with no disclosed capacity, GPU count or dollar value.
Jul 11, 2026
