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22.07.26 - 18:00
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AMD steigt bei Anthropic ein (Manager-Magazin)
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Der Chiphersteller AMD und Anthropic haben einen milliardenschweren Chip- und Investitionsvertrag geschlossen. Laut AMD-CEO Lisa Su steigt der Konzern damit erstmals direkt in ein KI-Unternehmen ein... --- AMD kündigte am Mittwoch an, sich mit bis zu fünf Milliarden Dollar an dem Entwickler von künstlicher Intelligenz (KI) beteiligen zu wollen. Im Gegenzug werde der OpenAI-Rivale AMD-Hochleistungsprozessoren mit einem Gesamt-Energiebedarf von zwei Gigawatt kaufen..
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22.07.26 - 17:18
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AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Starting to Slip? (24/7 Wall St.)
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Artificial intelligence spending continues to redraw the competitive landscape across the technology sector. Companies that can secure long-term infrastructure contracts are increasingly separating themselves from those still chasing opportunities. At the same time, investors have become more selective as lofty valuations leave little room for disappointment. That backdrop was evident when Advanced Micro Devices (NASDAQ:AMD) ... AMD Just Landed a $5 Billion AI Coup — Is Nvidia's Grip Finally Starting to Slip?...
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22.07.26 - 17:06
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How AMD Captures Significant Market Share From Nvidia (24/7 Wall St.)
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AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force a wedge into that grip depends on a few critical bets that could still go sideways....
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