AMD's AI Tech Premiere: Everything That Was Announced
Portfolio Pulse from AJ Fabino
AMD announced AI-focused advancements and offerings, including the EPYC Bergamo processors, Instinct MI300 accelerators, Genoa-X processors, and Sienna chips. The company also highlighted collaborations with Amazon AWS, Oracle, and Meta Platforms, and a partnership with AI company Hugging Face.
June 13, 2023 | 8:31 pm
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AMD announced AI-focused advancements, including Bergamo processors and MI300 accelerators, and collaborations with AWS, Oracle, and Meta.
AMD's new AI-focused products and collaborations with major cloud providers like AWS, Oracle, and Meta will likely boost the company's presence in the AI market and increase demand for its products, leading to a positive short-term impact on its stock price.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Amazon AWS is building new instances with AWS Nitro and AMD's fourth-generation EPYC Genoa processors, offering 50% more performance than previous instances.
Amazon AWS's collaboration with AMD to use the EPYC Genoa processors will likely improve the performance of its cloud instances, potentially attracting more customers and positively impacting its stock price in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
AMD developed the P4 DPU and SmartNICs, integral parts of new data center architectures, in collaboration with Aruba Networks, a subsidiary of Hewlett Packard Enterprise.
HPE's collaboration with AMD on new data center architectures could lead to innovative solutions that attract more customers, potentially having a positive short-term impact on HPE's stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Meta Platforms confirmed plans to use AMD's Bergamo chips for its infrastructure.
Meta Platforms' decision to use AMD's Bergamo chips for its infrastructure could improve its performance and efficiency, potentially having a positive short-term impact on its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Oracle will have AMD Genoa E5 instances available in July.
Oracle's decision to offer AMD Genoa E5 instances could improve the performance of its cloud services, potentially attracting more customers and having a positive short-term impact on its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 60
NEGATIVE IMPACT
AMD's Instinct MI300 accelerators, with 146 billion transistors, are set to compete with Nvidia's Grace Hopper.
AMD's Instinct MI300 accelerators are designed to compete with Nvidia's Grace Hopper, potentially increasing competition in the market and having a negative short-term impact on Nvidia's stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 60