AMD and the Future of AI
AMD had its “Advancing AI” event this month, and it’s hitting this market hard with a focused group of solutions that span from PCs to datacenters and from CPUs and GPUs to advanced networking. But AI is starting to hit […]
AMD
AMD Gets Microsoft’s Blessing for Copilot+ – Is the desktop and Gaming Console Next?
Since June, Qualcomm has had a significant laptop advantage over the more traditional processor suppliers like AMD and Intel. That changed this week when Microsoft and AMD announced that laptops using the Ryzen AI 300 processors will also support CoPilot,
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AMD at 55: Still Going Strong with a Unique Advantage for the Coming AI Wave
AMD hit 55 this week, and it has been an amazing ride. AMD started out as the redundant supplier to Intel with x86 because IBM, like most companies at the time, didn’t want to be the sole source of a
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AMD Launches New AI Products Showcasing Three Huge Market Advantages
AMD had a massive AI launch this week that showcased its three traditional market advantages and one new one. AMD has been a market darling of late, which is kind of amazing since AMD was traditionally viewed as more of
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AMD’s Market Share and Performance Update
Mercury Research published its Q3 x86 processor market share that showcases AMD has grown share across the board in servers, desktops, and laptops. On PCs, AMD has nearly 20% market share in volume and 17% in revenue, which suggests it
AMD’s Amazing Epyc Server Processors
This week AMD launched its fourth generation Epyc processors. Intel has been comparing its latest generation parts to AMD’s 3rd Generation and claiming parity, but AMD’s latest should continue to outperform Intel’s significantly across a wide range of workloads. According
AMD’s Latest Ryzen Processors Outperform Intel’s 12th Generation Significantly
Over the last decade, and partially as the result of a prior Intel CEO underfunding processor development while AMD remained focused, AMD has arguably passed Intel as the performance king in the segment. Ironically, given Intel’s dominance, they did this
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AMD vs. Facebook (Meta) Financials: The Powerful Difference of Competent Leadership
What makes the difference? AMD had a stunning quarter and year with huge upside surprises and near-legendary performance levels. Facebook (Meta), a far larger and more powerful company, got pounded for excessive costs, enormous material screw-ups, and what appears to
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AMD Pulls Out All the CPU and GPU Stops
AMD had a busy week last week, launching three significant new offerings across their ecosystem. First, they released their new EPYC enterprise-class of processors, which appear to more than double performance in some implementations. They refreshed their Mobile Ryzen line
AMD Rising: Fixing the Long-Term Problem
I’ve been meeting with several PC OEMs of late and there is a near constant cadence of producing more and more systems with AMD as the core technology provider. This is both because Intel has been having security and production