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28.09.26 - 14:09
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TensorWave Expands Executive Leadership Team as Company Scales AI Infrastructure Operations (Business Wire)
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Company promotes Kathleen Simon and Aaron Baker and appoints Shawn Novak and JP Buzzell to deepen financial and data center leadershipLAS VEGAS--(BUSINESS WIRE)--TensorWave, the all-AMD AI cloud specializing in high-performance, memory-intensive workloads, today announced four executive appointments as the company continues to scale its infrastructure and operations. Kathleen Simon has been promoted to Chief Financial Officer, Aaron Baker has been promoted to Chief Data Center Officer, and Shawn Novak and JP Buzzell join the company as Chief Revenue Officer and Executive Vice President of Cluster Engineering and Delivery, respectively.
"Scaling AI infrastructure is an execution challenge as much as a technology one," said Darrick Horton, CEO and Co-Founder of TensorWave. "Our customers need large-scale AMD Instinct GPU capacity delivered reliably and on schedule, and that depends on the people doing the work behind the scenes. Kathleen and Aaron have been central to building TensorWave into...
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28.09.26 - 11:15
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AMD vs. Intel: Darum läuft eine Aktie der anderen davon... (Sharedeals)
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Der Boom bei KI-Anwendungen erreicht eine neue Phase: Nicht nur GPUs, sondern auch klassische Server-CPUs werden zunehmend zum Engpass. Intel-Chef Lip-Bu Tan erklärte kürzlich, der Konzern könne derzeit nur rund 50 Prozent der Kundennachfrage bedienen. Für AMD ist das eine bemerkenswerte Entwicklung – und bestätigt eine Einschätzung, die wir bereits im Mai getroffen hatten. Agentic […]
The post AMD vs. Intel: Darum läuft eine Aktie der anderen davon... first appeared on sharedeals.de....
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28.09.26 - 02:06
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Meta Muse fuels agentic AI demand, tightening CPU supply (Digitimes)
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Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages beyond GPUs and high-bandwidth memory (HBM), including server CPUs. The trend is lifting order demand for AMD and Intel products, while also tightening the server CPU packaging supply chain....
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26.09.26 - 17:00
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Can AMD Stock Reach $600? (Fool)
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AMD's AI opportunity is getting larger, but so are the expectations built into the stock. Here are the numbers, competitive advantages, and risks investors should be watching now....
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