AMD Lands Meta as Knowledge Centre Chip Buyer, Takes on Nvidia


Superior Micro Units on Monday mentioned it has received Meta as an information middle chip buyer, sending AMD shares up greater than 11 % because it cemented a few of its beneficial properties in opposition to Intel.

It additionally introduced a variety of latest chips geared toward taking up bigger rivals equivalent to Nvidia in supercomputing markets, in addition to smaller opponents, together with Ampere Computing within the cloud computing market.

After years of trailing the a lot bigger Intel available in the market for x86 processor chips, AMD has steadily gained market share since 2017, when a comeback plan spearheaded by Chief Government Lisa Su put the corporate on a course to its current place of getting quicker chips than Intel’s.

AMD now has almost 1 / 4 of the marketplace for x86 chips, in response to Mercury Analysis.

After securing Meta, the corporate previously often known as Fb, as a buyer, AMD has offers in place with a lot of Intel’s largest prospects. It additionally has offers with Alphabet’s Google Cloud, Amazon’s Amazon Net Providers, and Microsoft’s Azure.

Christopher Rolland, a semiconductor analyst at Susquehanna Worldwide Group, mentioned in a word to traders that AMD gave the impression to be profitable part of Meta’s elevated spending because it ramps up plans to construct digital on-line worlds.

“Buyers are actually attempting to determine the large {hardware} beneficiaries of this capex, and immediately’s announcement may recommend AMD is profitable a wholesome portion,” Rolland wrote.

AMD on Monday additionally introduced plans to tackle rivals past Intel. The corporate introduced a chip known as the MI200, which is an “accelerator” designed to hurry up sure duties like machine studying and synthetic intelligence.

The brand new AMD chip is designed to tackle Nvidia’s A100 chip, which, together with different chips designed to hurry up synthetic intelligence, has helped make Nvidia probably the most useful US-listed semiconductor firm.

AMD mentioned that Oak Ridge Nationwide Laboratory in Tennessee will use the brand new chip in its “Frontier” supercomputing system.

AMD additionally took goal at smaller rivals. The corporate introduced a brand new central processor known as “Bergamo” that may ship within the first half of 2023. The chip could have 128 computing cores, that are helpful for cloud computing corporations that hire out their chips on a core-by-core foundation to outdoors prospects.

Ampere Computing, a startup based by former Intel executives, is pursuing an analogous high-core-count technique and this yr signed up Oracle’s cloud service as a buyer.

© Thomson Reuters 2021


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