Meta i AMD w grze o AI – 100 miliardów dolarów za przyszłość technologii

Czy 100 miliardów dolarów za GPU to dużo? A jeśli w pakiecie dostajesz szansę na 10% akcji producenta?

Czytaj dalej:
https://pressmind.org/meta-i-amd-w-grze-o-ai-100-miliardow-dolarow-za-przyszlosc-technologii/

#PressMindLabs #amd #blackwell #helios #meta #mi450

#AMD Says “#Helios” Racks And #MI400 Series #GPU On Track For 2H 2026
AMD has been working on the Open Rack Wide v3 specification, a double-wide rack that AMD calls “Helios” and that is the platform for delivering #rackscale compute based on the “Altair” MI400 series GPU accelerators. This series includes the #MI450, #MI430X, and the #MI455X for the Helios rackscale systems, which will have 64, 72, or 128 GPUs per system, and possibly MI440X for eight-way system nodes.
https://www.nextplatform.com/2026/02/23/amd-says-helios-racks-and-mi400-series-gpus-on-track-for-2h-2026/
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026

While releasing an update to its InferenceX AI inference benchmark test, formerly known as InferenceMax and thus far only having Nvidia and AMD testing

The Next Platform
#Oracle Cloud will deploy 50,000 #AMD Instinct #MI450 #AIchips starting in 2026, signalling increased #competition for #Nvidia’s market-leading #GPUs. This move follows #OpenAI’s recent deals with both AMD and Oracle, highlighting the growing demand for diverse AI chip suppliers. https://www.cnbc.com/2025/10/14/oracle-cloud-to-deploy-50000-amd-ai-chips-as-alternative-to-nvidia.html?eicker.news #tech #media #news
#Intel Announces "#CrescentIsland" #Inference-Optimized #Xe3P #GPU With 160GB vRAM, but it's not shipping until at least H2'2026
Given the timing this will be going up against the AMD Instinct #MI450 series and NVIDIA #VeraRubin.
This new graphics card is built on next-gen Xe3P Celestial micro-architecture. Xe3P will be optimized around performance-per-Watt and Crescent Island will feature 160GB of LPDDR5x memory to allow plenty of space for #largelanguagemodels (#LLM).
https://www.phoronix.com/review/intel-crescent-island
Intel Announces "Crescent Island" Inference-Optimized Xe3P Graphics Card With 160GB vRAM

Back during the Intel Tech Tour in Arizona, Intel teased a new inference-optimized enterprise GPU would be announced soon.

#AMD’s #software efforts, particularly its #collaboration with #OpenAI, have been instrumental in securing a multibillion-dollar deal to provide chips for OpenAI’s AI products. This partnership, which includes OpenAI’s influence on AMD’s #MI450 #chipdesign and software compatibility, positions AMD as a stronger competitor to #Nvidia in the #AIhardware market. https://www.forbes.com/sites/richardnieva/2025/10/09/amd-openai-chip-software/?eicker.news #tech #media #news
How AMD’s AI Software Helped It Score The Multi-Billion Dollar OpenAI Deal

Chips aren’t the only star of the massive agreement. AMD’s software efforts have slowly turned it into a more formidable competitor to Nvidia.

Forbes
KI-Beschleuniger MI450: AMD geht mit 2 nm „All-In“, Nvidia Rubin nutzt noch 3 nm

Im ganzen Trubel um den Milliarden-Deal zwischen AMD und OpenAI ging ein Detail unter: AMDs Lisa Su bestätigte das 2-nm-Verfahren bei MI450.

ComputerBase
KI-Beschleuniger MI450: AMD geht mit 2 nm „All-In“, Nvidia Rubin nutzt noch 3 nm

Im ganzen Trubel um den Milliarden-Deal zwischen AMD und OpenAI ging ein Detail unter: AMDs Lisa Su bestätigte das 2-nm-Verfahren bei MI450.

ComputerBase

AMD and OpenAI team up for massive 6 gigawatt GPU partnership

https://web.brid.gy/r/https://nerds.xyz/2025/10/amd-openai/

#AMD and #OpenAI have signed a multi-year chip supply deal worth tens of billions. AMD will supply #6gigawatts of #computecapacity to OpenAI, starting with the Instinct #MI450 #GPU in 2026. OpenAI will also have the option to purchase up to 10% of #AMDstock, with vesting tied to AMD’s stock price milestones. https://techcrunch.com/2025/10/06/amd-to-supply-6gw-of-compute-capacity-to-openai-in-chip-deal-worth-tens-of-billions/?AIagents.at #AIagent #AI #ML #NLP #LLM #GenAI
AMD to supply 6GW of compute capacity to OpenAI in chip deal worth tens of billions | TechCrunch

AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry. 

TechCrunch

💡 AMD e OpenAI: alleanza strategica da miliardi di dollari

https://gomoot.com/amd-e-openai-alleanza-strategica-da-miliardi-di-dollari/

#ai #alleanza #amd #clud #gpu #mi450 #nvidia @amd @nvidia

AMD e OpenAI stringono un'alleanza per fornitura di GPU AI

AMD e OpenAI stringono un'alleanza miliardaria per 6 gigawatt di GPU AI: questa partnership permetterà ad AMD di sfidare il dominio di NVIDIA nel settore AI.

Gomoot : tecnologia e lifestyle Scopri le ultime novità in fatto di hardware, tecnologia IA e altro