AMD news
The latest AMD news, : OpenAI says Jalapeño chip delivers up to 1.9× more tokens per watt than Nvidia.
77 stories mentioning AMD since 11 September 2026, newest first, each with its sources and discussion. This page shows the newest 60. Follow to see new ones on your front page.
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OpenAI says Jalapeño chip delivers up to 1.9× more tokens per watt than Nvidia
OpenAI unveiled its first in‑house inference chip, Jalapeño, built with Broadcom and assembled by Celestica. The chip targets data‑movement efficiency, claiming 1.5 to 1.9 times more tokens per watt than Nvidia’s…
1 sourcei-scoop.eu -
Meta plans to raise $95 billion to finance its AI expansion
Meta announced plans to raise a total of $95 billion to support its investments in AI infrastructure and superintelligence, including an initial $35 billion underwritten public equity offering and a subsequent $60…
8 sourcesnote.comThe DecoderThe Guardian AICNBC Technology +4 more -
Motley Fool analysts debate AI bubble risk and corporate debt levels
Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast debated on a podcast whether the artificial intelligence market is forming a bubble. The discussion highlighted remarks from investor Ray Dalio, who…
1 sourcefinance.yahoo.com -
SemiAnalysis tests Trainium3 PyTorch stack, finds better profiling than Nvidia
SemiAnalysis engineers spent weeks testing Amazon's Trainium3 racks with the new TorchNeuron backend and report a native PyTorch experience that works in eager mode with torch.compile and standard distributed APIs.…
1 sourceSemiAnalysis -
NVIDIA, AMD, Apple local AI hardware compared for inference speed
A new comparison evaluates local AI hardware from NVIDIA, AMD, and Apple, finding that the best choice depends on workflow compatibility rather than raw speed alone. The NVIDIA DGX Spark offers the safest software bet…
1 sourcetech.yahoo.com -
Investors watch AMD, Google, and Amazon challenge NVIDIA in AI chips
NVIDIA currently dominates the AI chip market, but investors are closely monitoring its competitors as they seek a larger share of the industry. Major tech companies like AMD, Google, and Amazon are developing their…
2 sourcesfinance.yahoo.comanalyticsinsight.net -
Borislav Petkov uses AI to clean up AMD Zen detection in Linux kernel
An RFC posted to the Linux kernel mailing list seeks to tidy the AMD Zen micro‑architecture detection code, which governs generation‑specific paths such as Zen 3 through Zen 5. AMD Linux engineer Borislav Petkov said…
1 sourcephoronix.com -
Dell expands AI Factory with NVIDIA, adds PowerEdge R8822 server and disaggregation racks
Dell Technologies announced a three‑tier expansion of its AI Factory in partnership with NVIDIA at the GTC Berlin conference. The rollout includes the PowerEdge R8822, an air‑cooled 2U server shipping in October 2026…
1 sourcetechtimes.com -
Nvidia launches Vera Rubin CPU platform targeting up to 1.5x faster cores
Nvidia announced the Vera Rubin platform, its first stand‑alone CPU built for agentic AI. The company says the chip delivers up to 1.5x faster performance per core compared with CPUs based on x86 architecture. Nvidia…
2 sourcesfinance.yahoo.comfool.com -
Intel and AMD collaborate on oneDNN optimizations for PyTorch
Intel and AMD announced a joint effort to improve the oneDNN neural‑network library for use with PyTorch. The two rivals will combine their x86 CPU optimization work, with AMD’s ZenDNN enhancements being merged into…
2 sourcesTom's Hardwarephoronix.com -
AMD adds FSR 4.1 support for RX 6000 GPUs, Xbox Series X/S and Ryzen AI chips
AMD announced that its FidelityFX Super Resolution 4.1 (FSR 4.1) is now compatible with Radeon RX 6000‑series GPUs, Xbox Series X and S consoles, Ryzen Z‑series handhelds, and devices using Ryzen AI Max and AI 9 chips.…
1 sourceTom's Hardware -
IBM and Red Hat launch llm-d 1.0 distributed inference stack
IBM Research announced llm-d 1.0 at the PyTorch Conference North America on October 20, 2026. The Kubernetes‑native stack is positioned as a vendor‑neutral way for organizations to run any model on any accelerator in…
3 sourcesMarkTechPostUnite.AItechtarget.com -
AMD releases GAIA 0.25 with smaller install and default flagship agent
AMD announced GAIA 0.25, the latest feature release of its open‑source agent framework for Ryzen AI hardware. The project, originally called “Generative AI Is Awesome” and now promoted as “AMD's open‑source agent…
1 sourcephoronix.com -
Arm says its AGI CPU delivers nearly 2× performance per rack of AMD EPYC 9755
Arm announced that its AGI CPU, built for agentic AI workloads, shows a modeled 1.99x rack‑level performance advantage over AMD’s EPYC 9755 when evaluated across seven workloads. The claim comes from Arm‑commissioned…
1 sourceTom's Hardware -
JPMorgan upgrades Intel to neutral, shares rise 4%
JPMorgan analyst Harlan Sur lifted Intel (NASDAQ:INTC) from Underweight to Neutral, ending a bearish stance. The upgrade helped Intel stock climb 4% to $93.68, while rival AMD (NASDAQ:AMD) also jumped 4% to $547.23 and…
1 source247wallst.com -
NVIDIA’s Vera CPU delivers up to 2× throughput over x86 chips for agentic AI workloads, Modal confirms
NVIDIA’s Vera CPU is designed for agentic AI workloads, prioritizing high single-threaded performance and low latency to keep GPUs utilized. Modal’s internal testing showed Vera delivering up to twice the throughput of…
10 sources primary sourceTom's HardwareNVIDIA Blogtechwireasia.comUnite.AI +6 more -
Opinion: Analyst says AI selloff could ease with lower oil, dollar and Anthropic IPO
The VanEck Semiconductor ETF (SMH) dropped 10% as investors moved money from AI and technology stocks into sectors seen as more reflationary. The analyst attributes the sell‑off to tightening liquidity and broader…
1 sourceseekingalpha.com -
[October 2026] Why did semiconductor and AI-related stocks plummet? 3 reasons for the decline and future outlook | Will Nvidia recover?
The Philadelphia Semiconductor Index (SOX) closed at 11,137.29 on Oct. 16, 2026, a 15.7% drop from 13,217.82 on Oct. 6 – the longest eight‑day decline since Oct. 2008. The semiconductor ETF (SOXX) fell from $589.45 to…
2 sourcesaol.comnote.com -
Intel confirms Razor Lake‑AX socs to launch in 2028 with 700 tops AI compute
Intel announced that its next‑generation Razor Lake‑AX system‑on‑chips will arrive in 2028, targeting premium devices with 700 TOPS of AI compute. The information was given by Intel senior vice president Cho Min‑sung…
1 sourcewccftech.com -
Nvidia projected to sell about $430 billion in chips in 2026 as data-center revenue hits $89 billion
Nvidia reported quarterly revenue of $96.2 billion, up 106% year over year, with data-center sales contributing $89 billion. The company's CFO pointed to roughly 70% annual revenue growth for fiscal 2028, targeting…
6 sourcesfool.comcryptobriefing.cominsidermonkey.comfinance.yahoo.com -
Taiwan plans up to $4B Texas industrial park for AI hardware suppliers
Taiwan’s Economy Minister Kung Ming-hsin announced plans to build several industrial parks in the United States to support AI hardware manufacturers. Bloomberg reported that the first complex will be located in Texas,…
1 sourcecoincentral.com -
Sipeed unveils MaixStation with AX8860P, priced at $3,999 for 128GB model
Sipeed announced the MaixStation, a Chinese-made AI accelerator system built on Axera’s AX8860P chip. The system supports 128GB of LPDDR5X memory over a 256-bit bus at 273 GB/s, priced at around $3,999, matching AMD’s…
1 sourceTom's Hardware -
Nvidia, AMD and Micron shares fall as AI financing concerns weigh on chip stocks
Nvidia, AMD and Micron shares declined in premarket or regular trading as investors questioned the financing of AI infrastructure amid worries over indebted AI companies like CoreWeave. The selloff occurred despite…
5 sourcesaol.comnote.comfinance.yahoo.cominvezz.com -
OpenAI's Sachin Katti to leave infrastructure role, stay on as advisor
Sachin Katti, OpenAI's infrastructure lead, announced he is departing his role after roughly a year at the company, with his last day set for November 15, 2026, and will continue as an advisor. Uday Ruddarraju,…
4 sourcesbusinesstoday.inUnite.AICNBC Technologyfinance.yahoo.com -
Intel, AMD, Nvidia unveil AI data center hardware at OCP 2026 summit
At the OCP Global Summit in October, Intel, AMD, and Nvidia announced new AI data center hardware. Intel revealed its upcoming GPU D-series with up to 480 GB of memory and 1.3 petaflops of 8-bit floating-point compute,…
3 sourcescrn.com247wallst.comnote.com -
Ggml-org merges CUDA patch to accelerate low-bit MMVQ in llama.cpp
A pull request (30517) to the ggml‑org/llama.cpp repository adds a CUDA patch that addresses a regression on GCN and introduces a fast path for several low‑bit quantization types. The change returns a single warp for…
1 source primary sourcegithub.com -
Arena Physica’s Heaviside EM model joins Microsoft Discovery for faster design checks
Arena Physica announced on October 13 that its foundation model for electromagnetism, Heaviside, is now available on Microsoft Discovery, a platform for agentic engineering. The model predicts full 3D electromagnetic…
1 sourceUnite.AI -
China builds 90 data centers in Ulanqab to rival US AI infrastructure
China is rapidly expanding its AI data center capacity, with nearly 90 facilities under construction in Ulanqab, Inner Mongolia. The region, part of Beijing’s $560 billion five-year plan, leverages cheap green energy,…
1 sourcecnn.com -
NVIDIA opens Vera Rubin architecture to OCP for AI factories
At the Open Compute Project (OCP) Global Summit in San Jose, NVIDIA announced it is contributing its Vera Rubin rack and compute tray designs to the open MGX architecture. This move provides system builders with a…
1 source primary sourceNVIDIA Blog -
Applied Materials and Intel expand AI chipmaking collaboration at epic Center
Applied Materials and Intel announced on October 6, 2026, that they are deepening their partnership to accelerate AI chipmaking innovations. The collaboration ties Applied’s EPIC Center in Silicon Valley with Intel’s…
1 sourceUnite.AI -
Meta’s Muse boosts AMD stock as AI agents shift workload to CPUs
AMD and Intel are seeing a surge in demand as AI agents like Meta’s Muse and OpenAI’s Dots shift computational workloads from GPUs to CPUs. Muse, launched in early September, topped the Apple App Store in under two…
1 sourceCNBC Technology -
AMD benchmarks Gorgon Halo AI chips against Intel, ahead of RTX Spark launch
AMD shared benchmarks for its new Gorgon Halo chips, positioning them as a competitor to upcoming RTX Spark devices launching later this week. The company compared its Ryzen AI Max+ Pro 495 to Intel’s Core Ultra X9…
1 sourceTom's Hardware -
AMD and Microsoft stock splits irrelevant to AI valuation, analysis says
An analysis argues that the lack of recent stock splits at AMD and Microsoft is irrelevant to their investment value, noting that both companies have delivered significant returns over the past decade without splitting…
1 source247wallst.com -
DBS CIO says Nvidia's 17x forward P/E and 70% revenue growth signal AI stocks are not in a bubble
DBS Chief Investment Officer Hou Wey Fook argued on October 5, 2026 that Nvidia's valuation and growth metrics indicate AI stocks are not in a bubble, citing a roughly 17x forward price-to-earnings ratio and a…
8 sourcesfinance.yahoo.comcryptobriefing.comfool.com -
Vanguard tech ETF provides low-cost exposure to AI chip makers
The Vanguard Information Technology ETF (VGT) is heavily weighted toward semiconductor companies, with semiconductors, materials, and equipment making up 42% of the fund and six of its ten largest holdings—Nvidia,…
1 sourcefool.com -
AMD warrants for OpenAI and Meta may dilute shares by 16%
AMD granted warrants to OpenAI and Meta for up to 320 million shares at $0.01 each, tied to the delivery of 12 gigawatts of AI chips. With AMD stock recently closing above the $600 threshold, these warrants are now…
1 sourcefool.com -
gufo-Qwen3.6-35B-A3B-Q6dense - 3095tok/s prefill; 190 tok/s decode on Strix Halo
The Gufo project posted benchmark results for its vertical local inference engine built for AMD Strix Halo hardware (Ryzen AI MAX+ 395 with Radeon 8060S, up to 128 GiB unified memory). The engine uses speculative…
2 sources primary sourcegithub.com -
AMD updates Ryzen AI Developer Platform OS with ROCm 10.0 and Linux 7.2
AMD released an updated version of its Ryzen AI Developer Platform OS on September 2026. The new version replaces the Linux 6.18 LTS kernel with Linux 7.2, citing improvements in AMDGPU and AMDKFD drivers as well as…
1 sourcephoronix.com -
OpenAI deploys Jalapeño ASICs with AMD EPYC Turin CPUs, not Nvidia Vera
OpenAI is deploying its new Jalapeño ASIC chips internally alongside AMD EPYC Turin host CPUs, each equipped with 1.5TB of memory. Richard Ho, OpenAI's VP and Head of Hardware, told Tom's Hardware Premium the choice…
1 sourceTom's Hardware -
Sony adds QSSR AI upscaling to PS5 via AMD collaboration
Sony announced Quick Spectral Super Resolution (QSSR), an AI upscaling feature for the standard PS5, developed with AMD under Project Amethyst. The technology aims to improve graphical sharpness by dynamically…
3 sourcesTom's HardwareUnite.AItheverge.com -
Microsoft says Meta will not buy new chips to scale Muse agent
Meta confirmed that it will not purchase new chips from Microsoft to support its recently launched personal AI agent, Muse. The agent, which debuted on September 8, 2026, quickly rose to the top of app‑store charts and…
1 sourcecryptobriefing.com -
Cerebras CEO Feldman debates AI scaling limits at Disrupt 2026
Cerebras Systems CEO Andrew Feldman will discuss AI hardware constraints at TechCrunch Disrupt 2026. Feldman, co-founder of the wafer-scale computing specialist, argues conventional chip architectures cannot keep pace…
1 sourceTechCrunch AI -
Lenovo launches AI Express pre-configured servers with Nvidia GPUs
Lenovo introduced Lenovo AI Express, an enterprise infrastructure program built with Nvidia hardware to speed up on-premises AI deployments. The systems offer pre-validated hardware configurations designed to reduce…
1 sourcenews.lenovo.com -
AMD says PerfOpt in Linux 7.4 may boost AI/LLM performance on Radeon iGPUs by up to 23%
AMD reports that its new PerfOpt feature in Linux 7.4 could improve AI and LLM inference performance on Radeon integrated graphics by as much as 18% to 23%, based on internal testing. The feature, part of AMD's I/O…
1 sourcephoronix.com -
MachGen AI cuts video generation time by 6x with diffusion-focused infrastructure
MachGen AI, co-founded by Kismat Singh and Manoj Krishnan, specializes in optimizing inference and fine-tuning stacks for diffusion models—unlike existing infrastructure built for large language models. Singh, who…
1 sourceUnite.AI -
AMD’s AI chip deals push revenue up 107% but leave valuation at 229x
AMD’s Data Center revenue jumped 107% last quarter, driven by AI chip demand from OpenAI and Meta. OpenAI committed to 6 gigawatts of AMD’s MI450 GPUs, while Meta pledged up to 6 GW, alongside Anthropic’s planned 2 GW…
4 sourcesfinance.yahoo.comfool.comaol.com -
Nvidia CEO says chip sales may double next year
Nvidia CEO Jensen Huang stated at a summit that the company expects to sell twice as many chips next year compared to the current year. He attributed this projected growth to strong global demand for AI infrastructure…
2 sourcesfinance.yahoo.comArs Technica AI -
AMD agrees to acquire Fei-Fei Li's World Labs for $8.2 billion in an all-stock deal
AMD has agreed to acquire World Labs, the AI startup founded by Fei-Fei Li, for $8.2 billion in an all-stock transaction. The deal is expected to close by the end of the year, pending regulatory approval. Upon closing,…
11 sources HN 5memeburn.comTom's Hardwarefinance.yahoo.comArs Technica AI +7 more -
GMKtec launches Evo-X5 Pro mini-PC with 192GB RAM for $7,099
GMKtec released the Evo-X5 Pro, an AI-focused mini-PC powered by AMD’s Ryzen AI Max+ Pro 495 processor and 192GB of LPDDR5X-8533 memory. The model with a 2TB SSD costs $6,799, while the 4TB version is priced at $7,099.…
1 sourceTom's Hardware -
Marvell raises 2027 revenue outlook to $12B as Google deal expands custom silicon
Marvell Technology raised its fiscal 2027 revenue outlook to $12 billion and expects 50% growth in fiscal 2028, citing robust AI-related demand. The company’s stock surged 7.24% last week and 6.86% over the past month,…
3 sourcesfinance.yahoo.com247wallst.comfool.com -
[For 780M] Vulkan inference 12.9% faster: MMVQ tuning for AMD 780M/Strix in llama.cpp, Q4_0 ROCmFP4 models arriving one after another
By setting load‑mode to auto, the build now skips memory‑mapped I/O on iGPUs, preventing the model from being loaded twice and halving usable memory. New ROCmFP4 quantized models for Strix/Halo are appearing on…
1 sourcenote.com -
Meta's Muse agent gives every user a full cloud computer running Ubuntu Linux
Meta's Muse agent provides each user with a persistent cloud-based Ubuntu Linux virtual machine, according to David Singleton, VP of Engineering at Meta Superintelligence Labs. The system includes a secure 'Runtime…
9 sources HN 47stratechery.comnote.comTechCrunch AImouse.dev +4 more -
Trump and Xi discuss AI cooperation with tech leaders at state dinner
U.S. Attendees included Nvidia’s Jensen Huang, SpaceX’s Elon Musk, AMD’s Lisa Su, Apple’s Tim Cook, OpenAI’s Sam Altman and Greg Brockman, Google’s Sergey Brin, and Microsoft’s Satya Nadella. Xi’s readout stated China…
1 sourceCNBC Technology -
Nvidia DLSS 5 raises RTX 5090 power draw to 647W
QuasarZone tested the GeForce RTX 5090 Founders Edition while running Cyberpunk 2077 at 4K with DLSS 5 enabled. The 16‑pin (12VHPWR) power connector reached 91.7 °C on one side and 83.4 °C on the other, exceeding the…
1 sourceTom's Hardware -
Bank of America raises AMD price target on Anthropic-Akamai CPU deal
Bank of America raised its price target for AMD stock to $720 from $620, citing the $11.6 billion AI cloud deal between Anthropic and Akamai (AKAM) as a boost for server CPUs in the agentic AI era. The firm expects the…
2 sourcesfool.comfinance.yahoo.com -
Open-source panel lets users run llama.cpp, stable-diffusion.cpp and audio.cpp locally
A community‑maintained control panel provides a single‑page web UI for running local AI inference on a personal GPU box. It supports llama.cpp for text and vision chat, stable-diffusion.cpp for image generation, and…
1 source primary sourcegithub.com -
Lemonade fixes AMD APU model streaming and drops OpenMOSS ROCm backend
The Lemonade open‑source SDK released version 2026.39.1 and a 2026.40 release candidate on Tuesday. The new 2026.40 RC changes how streaming models are handled on AMD integrated GPUs by allocating memory from the APU…
1 sourcephoronix.com -
AMD adds GDDR7 support to its Linux GPU driver
AMD has begun adding support for GDDR7 memory and several new IP blocks to its open‑source Linux kernel driver. The patches, reported by Phoronix, include identification of GDDR7, IH 8.0 interrupt handler, NBIF 7.10…
1 sourceTom's Hardware -
Microsoft adds AI video upscaling to Clipchamp on Windows 11
Microsoft introduced Video Super Resolution, an AI‑powered upscaling feature for the Clipchamp Windows app on September 21, 2026. The tool converts low‑resolution clips to 1080p or 4K by processing them locally on the…
1 sourcebetanews.com -
Meta's Muse AI agent drives 11% stock jump as AMD and Intel surge on CPU demand outlook
Meta Platforms' stock rose 11% on September 21, 2026, following the launch of its AI agent Muse, which reached top rankings on Apple's App Store and prompted a Wells Fargo price target increase from $640 to $796. The…
5 sourcesbarrons.comnote.comfinance.yahoo.comfool.com
Questions about AMD
What is the latest AMD news?
As of 26 October 2026: OpenAI says Jalapeño chip delivers up to 1.9× more tokens per watt than Nvidia. OpenAI unveiled its first in‑house inference chip, Jalapeño, built with Broadcom and assembled by Celestica.