AMD Advanced Micro Devices Inc.

Okinawa Institute of Science and Technology Graduate University Deploys AMD EPYC™ Processors with Over 2 Petaflops of Computing Power Dedicated to Scientific Research

Okinawa Institute of Science and Technology Graduate University Deploys AMD EPYC™ Processors with Over 2 Petaflops of Computing Power Dedicated to Scientific Research
EN
01/10/2020

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Reports on Advanced Micro Devices Inc.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | HPQ, Foundry, AMD

And, the only downside to the deal in our view are the economics with GMs below corporate average and warrants being granted to Meta (similar to the OpenAI deal) though we'd also note that the warrant grants are predicated in part on AMD's stock performance (as well as Meta purchases).China, Foundry

Wedbush Research
  • Wedbush Research

AMD 6GW deployment for Meta – On a path to exceed 10% market share

AMD announced a multi-year, multi-generation definitive agreement to deploy 6 GW of Instinct GPUs across Meta's AI infrastructure this morning.

 PRESS RELEASE

AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigaw...

AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs News Highlights Meta is partnering with AMD to rapidly scale AI infrastructure and accelerate the development and deployment of cutting-edge AI modelsAMD and Meta agree to a definitive multi-year, multi-generation partnership to deploy up to 6 gigawatts of AMD Instinct™ GPUsBuilt on the AMD Helios rack-scale architecture announced at the 2025 Open Compute Project Global Summit, shipments to support the first gigawatt deployment are expected to begin in 2H 2026, powered by a custom AMD Instinct GPU based ...

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