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AMD Instinct

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Headlines · 5

  1. Oppenheimer raises AMD rating to Outperform with $600 target

    Oppenheimer analyst Rick Schafer raised AMD's rating from Neutral to Outperform and set a $600 target price, representing 34% upside from AMD's reported $449.04 close on the 5th. He based the outlook on AMD's third-quarter results exceeding Wall Street expectations and forecast a 135% increase in 2027 data-center revenue. The projection also cited potential chip investment from OpenAI, Meta, Oracle, Microsoft and Humain, alongside AMD's Instinct accelerators and Helios rack-scale solution.

    科技新报 · 🔥 6
  2. 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
  3. 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
  4. 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
  5. MiniMax highlights local quantization work for M3.1 Flash

    MiniMax highlighted community efforts to run its 428B-parameter MiniMax M3.1 Flash model locally using lower-bit weights, specialized kernels, and expert placement across GPUs and system RAM. The projects include Unsloth's 143.9 GB 2-bit Dynamic GGUF weights, ViC305's SAGE-EXL3 recipe for one DGX Spark, PeasantSmith's Project Maya quantizations, and additional work from MiaAI Lab, oMLX, and others. A LocalLLaMA review noted that the reported sizes, fidelity scores, and speed figures used separate evaluation sets and are not directly comparable.

    MiniMax_AI (X) · 🔥 0

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