The Hot Take: AMD seems to be out performing Intel & Nvidia on the market, while Nvidia is still the preferred Ai holy-grail? Just seems odd.
While Nvidia has dominated the "infrastructure boom" since 2022's launch of ChatGPT and "the generative AI craze," CNBC writes that "This week offered the starkest illustration yet of what MIzuho analyst Jordan Klein said could be a 'changing of the guard in AI.'"
Chipmakers Advanced Micro Devices and Intel notched gains of about 25%, while memory maker Micron jumped more than 37% and fiber-optic cable maker Corning climbed about 18%. All four of those companies have more than doubled in value this year, with Intel leading the way, up…
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The Hot Take: So was ARM not breaking into the WinTel market so they shifted to Ai market or are they just chasing the highest dollars?
Investment bank UBS reckons agentic AI will send CPU demand soaring, with Arm and AMD best placed to grab the spoils.
UBS analysts believe the growth of agentic AI software will drive strong demand for CPUs in the AI era. The bank said agentic AI increases processor workloads and favours chips with higher core counts and better power efficiency.
That view gives Arm the biggest potential upside, followed by AMD. Intel could benefit too, since a growing total addressable market tends to lift more than one silicon boat.
In fresh coverage of…
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The Hot Take: Closed source finally making it onto OSS OS, nice!
AMD has taken a major step toward enabling native open-source HDMI 2.1 support on Linux by submitting new patches for its AMDGPU driver. AMD Moves Closer to Open-Source HDMI 2.1 Support on Linux With New AMDGPU FRL Patches It appears that the HDMI 2.1 support is finally arriving to Linux as AMD has submitted the new Fixed Rate Link (FRL) patches for its AMDGPU driver. This has been one of the longest-standing limitations that affected Radeon GPUs on the platform. There have been years of restrictions tied to the HDMI Forum (Org behind the HDMI…
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The Hot Take: Just what we need Ai specific instructions for them to gobble up all the CPU's now.
APX or Advanced Performance Extensions are the next evolution of x86 as Intel & AMD co-develop new standards for the architecture. APX Expands the x86 Instruction Set, Bringing Faster Performance & New Features That Will Benefit Both Intel and AMD's Next-Gen Chips Two days ago, we talked about ACE (AI Compute Extensions), which is a unified instruction set that aims to increase matrix-multiply performance for next-gen x86 chips. ACE is just one part of the grander scheme in which both Intel and AMD are working together to evolve the…
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The Hot Take: Getting cozier with your previous manufacturing division in a previous life.
AMD will be leveraging GlobalFoundries for the development of its MRM Co-packaged Optic solution for the next-gen Instinct MI500 AI accelerators. GlobalFoundries & AMD Working Together on Co-Packaged Optics Hardware For Instinct MI500 Accelerators CPO or Co-Packaged Optics (Silicon Photonics) is the next-generation solution that reduces reliance on copper and harnesses light to transfer signals. These CPOs are packaged alongside hardware accelerators such as GPUs and will be a key solution for next-gen AI factories, offering improved…
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The Hot Take: Seems it was only time with these chips.
AMD's 3D V-Cache CPUs deliver a huge boost versus the Non-X3D part in AI benchmarks, showcasing why they are best suited for RAG pipelines. AMD 3D V-Cache Vs Non 3D V-Cache CPU Benchmarks in AI Showcase a Massive Uplift For RAG Pipelines We know that there are two ways to do AI: the first is LLM, which is currently the most popular model. LLMs are AI models that have been pre-trained on a large set of data and feature various parameter sizes. But LLMs' limitations can be seen when it needs to generate responses on data it wasn't trained on.…
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The Hot Take: They did state prices were going up. Now is it inflation or greed?
Following earlier listings, AMD has now confirmed the US $899 price tag for its Ryzen 9 9950X3D2 flagship. The new flagship CPU with dual 3D V-Cache comes with a hefty premium compared to its single 3D V-Cache counterpart, the Ryzen 9 9950X3D.
Confirmed by AMD’s VP and GM of Ryzen CPU and Radeon graphics, David McAfee, the Ryzen 9 9950X3D2, which will be officially available on April 22nd, will be selling for $899, depending on the supply and demand. In case you missed it, the Ryzen 9 9950X3D2 is a 16-core/32-thread SKU that features dual 3D…
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The Hot Take: Wow, intel has to speed up catch up from the looks if it.
AMD's next-generation EPYC Venice "Zen 6" CPU samples have leaked, giving us an early look at the SP7 platform & performance. AMD SP7 Platform Leak Reveals Congo, Kenya, Nigeria Test Boards, Featuring Up To 192 Core EPYC Venice "Zen 6" CPUs Venice is the codename for AMD's 6th Gen EPYC family, which replaces the 5th Gen "Turin" lineup. The lineup will feature the brand new Zen 6 core architecture with up to 256 cores, and some big platform updates. Currently, AMD is shipping out its first Venice samples to customers, and some of these have…
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The Hot Take: This Ai shortage things is getting ridiculous.
Many PC manufacturers are facing challenges in acquiring inventory of Intel and AMD CPUs, saying that there is not enough supply to meet consumer demand.
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The Hot Take: Seems like ASRock keeps leaking everyones up and coming products. But this wasn't a surprise with Intel hitting back with their own on chip memory stack.
ASRock has inadvertently confirmed the existence of AMD’s upcoming Ryzen 9 9950X3D2 processor, following the premature publication of a press release on its official website.
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