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AMD EPYC

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Headlines · 8

  1. AMD Unveils MEXT Flash Memory Solution for EPYC

    AMD unveiled MEXT, a software-driven memory solution for EPYC servers that uses AI to move cold memory pages from DRAM to flash while keeping pages expected to be needed soon in DRAM. Its components include a Linux driver, an AI engine and the RAM View observability platform. AMD says the system can reduce DRAM usage by 20% to 75% while maintaining similar performance. Phase 1 makes MEXT ready for deployment on EPYC servers with dedicated NVMe drives or bays; licensing and a preinstalled RAM View are planned for Phase 2.

    Wccftech · 🔥 8
  2. Google launches TPU 8tx and TPU 8i Max AI accelerator systems

    Google expanded its eighth-generation TPU portfolio with the TPU 8tx and TPU 8i Max, bringing the lineup to four systems. The TPU 8tx uses TPU 8t silicon and AMD fifth-generation EPYC host processors for confidential AI workloads, while the TPU 8i Max packages two TPU 8i chips and, according to Google, doubles compute, on-chip memory and memory bandwidth. Google has not disclosed pricing, supported regions or general availability dates.

    The Next Web · 🔥 54
  3. AMD declares data-center-first strategy as gaming revenue falls

    AMD CEO Lisa Su said the company is now "data center first," presenting data centers as central to its identity and growth. TechSpot reported that AMD's third-quarter 2026 revenue reached a record $13.4 billion, up 97% from a year earlier, while gaming revenue fell 40% to $773 million. Instinct AI accelerators and EPYC server processors were cited as key drivers. On AMD's earnings call, Su said the company was planning for global PC-market unit shipments to decline by a double-digit percentage in 2027, while expecting AMD to outperform the market through its Ryzen roadmap.

    TechSpot · 🔥 0
  4. AMD Q4 Revenue Guidance Points to First Lead Over Intel

    AMD expects fourth-quarter revenue of $17 billion, plus or minus 3%, while Intel guides to $15 billion–$16 billion, according to Wccftech and IT之家. If the forecasts are realized, AMD would report more quarterly revenue than Intel for the first time. IT之家 attributes AMD’s growth mainly to its data-center business, which it says accounts for 64% of revenue, with EPYC server processors and Instinct AI accelerators serving as major growth drivers. These are forward-looking guidance ranges, not finalized results.

    Wccftech · 🔥 0
  5. Dell and AMD scale enterprise AI with modular rack infrastructure

    Dell Technologies and AMD are expanding an enterprise AI infrastructure strategy built around Dell PowerEdge servers, AMD Instinct accelerators and the modular Dell AI Platform with AMD. The platform integrates AMD ROCm for on-premises model training, fine-tuning and serving, while Dell has added support for AMD Instinct MI350P PCIe GPUs in the PowerEdge XE7745 and R7725 servers. Dell representatives say AMD-based systems can consolidate multiple servers and improve rack density, though those performance and efficiency figures have not been independently verified.

    SiliconANGLE AI · 🔥 0
  6. AMD Invests $1B in Meta and Expands AI Infrastructure Partnership

    AMD announced a $1 billion investment in Meta’s equity offering alongside an expanded infrastructure partnership covering EPYC CPUs, Instinct GPUs, Helios rack-scale systems, Pensando networking and ROCm software. AMD and Meta said the first Helios systems have been installed at Meta and are undergoing testing, with broader deployment planned in the near future. The companies also set a goal of building gigawatt-scale AI infrastructure, while AMD said Meta has deployed millions of EPYC processors and uses Instinct GPUs for training, ranking and recommendation workloads.

    科技新报 · 🔥 0
  7. NVIDIA Vera CPU prioritizes single-thread speed for agentic AI

    NVIDIA’s Vera team told Wccftech that agentic AI workloads are shifting data-center CPU priorities from maximizing core count toward single-thread performance and lower latency. Vera uses a monolithic compute die with 88 CPU cores, a unified L3 cache and an on-chip interconnect, while NVIDIA claims it delivers 1.5 times Grace’s performance and up to twice the speed of leading x86 processors on agentic workloads.

    Wccftech · 🔥 0
  8. AMD unveils Helion agentic AI rack design; Helios racks enter production

    At the OCP Global Summit 2026, AMD chair and CEO Lisa Su introduced Helion, an open rack-scale reference design for agentic AI workloads built to OCP's Open Rack v3 (ORv3) 44OU specification, with configurations planned for availability in November 2026 and specs to be submitted to the OCP community. AMD says Helion comes in CPU-only and CPU-GPU configurations supporting up to 32,768 Zen 6 CPU cores, 16 Instinct MI350P accelerators, 74 petaflops of FP4 compute and 102 Tbps of networking, with Venice CPU and power options split across personal-assistant, enterprise and technical-computing agent workloads, plus an integrated token router that directs agent model requests across frontier and open-source models. AMD also said its Helios AI rack, first shown at OCP last year, has entered production, with the first systems installed and running at OpenAI, Meta, Microsoft and Oracle; Helios combines Instinct GPUs, EPYC processors, Pensando networking and the ROCm software stack.

    科技新报 · 🔥 0

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