Whenever Vamsi Boppana, senior vice president of AI at the chip giant AMD, gives CEO Lisa Su an update on the progress of the company’s software efforts, she always has the same response: “Great job.

AMD is taking aim at Nvidia with Helios, its first AI rack system, and has landed Microsoft as a new customer, joining Meta, ...

One of the reasons why Nvidia established such a massive lead over AMD is its technology stack. While Nvidia makes graphics processing units (GPUs) that are arguably better than what AMD has offered ...

AMD challenges Nvidia’s AI dominance with Helios, new Instinct GPUs, EPYC processors, ROCm.ai software, and major customer ...

I was fully on-board making the swap to the Red Team, but these 4 things caught me off guard ...

Nvidia’s 88-core Vera CPU targets agentic AI and challenges AMD and Intel, with implications for cloud computing in South ...

The question now is whether AMD has built the engineering machine to hit it. Last week, we argued that AMD’s next reinvention ...

Microsoft is bringing AMD’s Helios AI platform to Azure, giving AMD a major customer as it tries to challenge Nvidia’s data ...

The news is a shift from “chip-only” to “full rack-scale AI system” (Helios: MI455X + Venice EPYC + Pensando networking + ...

It also deepens Anthropic’s dependence on AMD hardware and improves AMD’s software credibility via Claude-driven engineering ...

A potential rare Nvidia misstep could be a big tailwind for AMD and Alphabet.