# AMD
Latest news and articles about AMD
Total: 15 articles found
Unclogging the Silicon Veins: OpenAI and Tech Giants Standardize AI Networking
OpenAI has partnered with major chipmakers and cloud providers to launch the Multipath Reliable Connection (MRC) protocol, an open standard designed to eliminate data bottlenecks in massive AI clusters. Already deployed in OpenAI's primary supercomputers, the protocol aims to significantly reduce GPU idle time and optimize the energy efficiency of training frontier models.
Strategic Truce: US International Trade Commission Terminates Semiconductor Patent Probe into Tech Giants
The US ITC has terminated its Section 337 investigation into semiconductor devices and downstream computing products after a settlement was reached with AMD and complaints were withdrawn against Lenovo and Super Micro. The resolution removes the threat of import bans, allowing these tech giants to continue their operations without the risk of regulatory exclusion.
Silicon Giants Unite: Why the World’s Top Chipmakers Are Hedging Their Bets on Wayve
British autonomous driving startup Wayve has secured strategic investments from AMD, Arm, and Qualcomm, joining earlier backer Nvidia. The move highlights a industry-wide shift toward hardware-agnostic 'embodied AI' that operates without the need for expensive high-definition mapping.
Arm’s Strategic Pivot: The Silicon Architect Becomes a Competitor in the AI Server War
Arm Holdings has launched its first mass-produced data center chip, the 136-core AGI CPU, marking a pivot from licensing intellectual property to direct hardware sales. This move targets the AI agent market and poses a direct challenge to the dominance of Intel and AMD in the server industry.
Meta Accelerates Push for Custom AI Chips to Power Generative Models and Wean Off Nvidia
Meta revealed plans to roll out four in‑house MTIA chips through 2027, with MTIA 300 already in production and later chips slated for inference-heavy generative AI workloads. The move signals a deliberate strategy to diversify suppliers, lower operating costs, and pair continued purchases of Nvidia/AMD hardware with bespoke silicon aimed at Meta’s unique demands.
AMD Courts Samsung to Lock In HBM Supply as AI Chip Demand Soars
AMD CEO Lisa Su will meet Samsung chairman Lee Jae‑yong in Seoul to discuss collaborating on high‑bandwidth memory (HBM) supplies and will also explore AI compute infrastructure cooperation with Naver. The talks are a bid to secure scarce memory resources and to deepen regional partnerships as demand for AI accelerators intensifies worldwide.
AMD Shares Slip Further as Chip Sector Wobbles, Decline Widens to 5%
AMD shares fell about 5% on March 3 amid a wider pullback in semiconductor stocks, even as some brokers maintain bullish price targets. The move underscores investor sensitivity to AI‑hardware demand, macro risks and sector rotation, leaving AMD vulnerable to near‑term volatility until clearer demand signals emerge.
Meta Retreats on Ambitious In‑House AI Chip — Turns to AMD, Nvidia and Google to Fill the Gap
Meta has paused work on a high‑end internal AI training chip, Olympus, after design and stability issues, opting instead for a simpler internal design and large purchases from AMD, Nvidia and Google. The move underscores the difficulty of competing with Nvidia’s performance and software ecosystem and signals a pragmatic industry shift toward external partnerships to secure AI compute capacity.
Fei‑Fei Li’s World Labs Raises $1bn to Advance 3D ‘World Model’ AI as Chipmakers and Autodesk Join the Bet
World Labs, founded by AI pioneer Fei‑Fei Li, raised $1 billion in a round that included Autodesk ($200m), Andreessen Horowitz, Nvidia and AMD. The funding aims to accelerate the company’s work on 3D “world models,” exemplified by its Marble product, to advance robotics, scientific discovery and 3D content applications.
OpenClaw’s Viral Surge Is Redrawing AI’s Playbook — But Copycats Won’t Win the Race
OpenClaw — an open‑source agent orchestration framework — has ignited a community frenzy, spawning new social and marketplace experiments and attracting attention from high‑profile Chinese tech figures. Its agent‑to‑agent model shifts productivity dynamics, creating structural opportunities in multi‑agent platforms, security tooling, elastic compute markets and edge hardware, while raising novel privacy and governance risks.
AI Demand Outruns Supply: AMD CEO Pushes Back After 17% Share Shock
AMD’s stock plunged about 17% in its worst one‑day drop since 2017 after investors reacted to what they saw as cautious guidance despite a Q4 beat. CEO Lisa Su pushed back, saying AI demand is accelerating faster than expected, that compute demand exceeds supply, and that the Helios server system should help drive a second‑half inflection.
Guidance Shock Sends AMD Sliding as US Stocks Open Mixed
US equity markets opened mixed as investor focus on corporate guidance produced sharp moves in individual stocks. AMD plunged after lowering its Q1 revenue outlook, while Super Micro surged on an earnings beat and Novo Nordisk fell after trimming guidance, highlighting a guidance-driven, sector‑specific market landscape.