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All articles tagged with #amd

finance1 day ago•20 min saved

AMD primed for a potential 40% lift as AI-driven demand accelerates

A Raymond James analyst upgrades AMD to Strong Buy with a $641 target, implying about 40% upside from current levels, citing AMD’s AI chips, Instinct MI450 GPUs and Helios data-center systems as catalysts amid strong data-center demand. AMD also posted a solid Q2 beat (non-GAAP EPS of $1.66, revenue $11.5 billion) and projects robust server CPU sales growth into 2027, with key deals including Microsoft Azure AI deployment and a large investment in Anthropic that could bolster AI deployments against Nvidia.

via Yahoo Finance|

#ai #amd #data-center

technology2 days ago•2 min saved

GCC patch sharpens Zen misprediction cost, boosting Zen 5 SPEC CPU gains

An AMD engineer pushed a two-line patch to GCC that increases the branch misprediction cost for Zen 4 and Zen 5 by three in GCC’s cost tables, yielding about a 12% improvement on SPEC CPU 544.nab_r for Zen 5 and 9% for Zen 4 in -O3 -march=native -flto builds. The patch is under review and could be part of GCC 17, with potential backports to GCC 16.3. This highlights AMD’s ongoing upstreaming efforts and tuning of kernel/compiler targets ahead of launch for newer Zen generations.

via Phoronix|

#amd #branch-prediction #gcc

technology3 days ago•2 min saved

AM4 Persists: Ryzen 7 5800X3D Delivers Tiny Gaming Gains Across Old and New AMD Boards

Linus Tech Tips found that the re-released Ryzen 7 5800X3D delivers virtually no gaming FPS advantage when paired with an older X370 motherboard versus a newer X570, across games like Cyberpunk 2077, CS2, and Cities: Skylines II; memory clocking on the older boards was hard, reducing any gain, which means AM4 can remain relevant during the DRAM crisis, and for current AM4 owners the 5800X3D at around $339.95 can be a cost-effective upgrade rather than a full platform swap.

via Wccftech|

#am4 #amd #gaming

technology5 days ago•13 min saved

AMD Reboots the 5800X3D for AM4 at $340 with a Carbice Dry-Pad

AMD re-releases the Ryzen 7 5800X3D as a limited 10th Anniversary Edition for AM4, keeping the Zen 3 core and 96 MB of L3 cache but reducing the price to $340 and bundling a Carbice carbon-fiber dry pad; the review tests temperatures and performance and finds it a compelling value for DDR4/AM4 gaming, while noting the platform is nearing end-of-life and that AM5 remains the future path.

via TechPowerUp|

#3d-v-cache #am4 #amd

technology7 days ago•15 min saved

Desktop-Grade Cache Push May Bring Desktop Power to Gaming Laptops

Intel reportedly plans to bring its Big Last Level Cache (bLLC) to next-gen Nova Lake desktop CPUs, a move that mirrors AMD’s 3D V-cache strategy and could boost gaming laptop performance with desktop-like memory bandwidth, while mobile variants (Raptor Lake-HX, Razor Lake) may also adopt the tech; rumors suggest a Ryzen 7 9800X3D for laptops could appear at CES 2027, though higher performance likely comes with higher cost.

via Gizmodo|

#amd #cpus #gaming

markets7 days ago•18 min saved

Chip Makers Tumble as Iran Tensions Roil AI Infrastructure Bets

NVIDIA, AMD and Micron led a chip-stock selloff as renewed U.S.-Iran tensions rattled markets; Nvidia fell about 2% after pledging over $100 billion in OpenAI data-center credit and a $1.5 billion investment in SB Energy, while AMD slid roughly 3%, Broadcom dropped, and Micron declined nearly 4% as memory stocks came under pressure amid uncertainty around AI infrastructure spending.

via Yahoo Finance|

#amd #markets #micron

technology9 days ago•3 min saved

Linux 7.2 Delivers Faster I/O and AMD/Intel Driver Enhancements

Linux 7.2 arrives with faster I/O performance and driver improvements for AMD and Intel, adds Cache-Aware Scheduling, the USB4STREAM protocol, and HDMI 2.1 FRL support, plus late patches and a DRM scheduler revert as the 7.3 merge window opens; it will power Ubuntu 26.10 and other forthcoming releases.

via Phoronix|

#amd #intel #kernel

technology13 days ago•7 min saved

Lenovo's IdeaPad Vibe Goes Bold in 7 Colors to Challenge MacBook Neo

Exclusive leaks show Lenovo's IdeaPad Vibe, a budget laptop aimed at competing with the MacBook Neo, arriving in seven colors and offered in Snapdragon and AMD variants, with a robust port selection (HDMI, two USB-C, two USB-A, microSD), a privacy webcam shutter, and a roomy trackpad, though exact specs remain unconfirmed.

via Windows Latest|

#amd #colorful-laptops #ideapad-vibe

technology17 days ago•1 min saved

Radeon GPUs Struggle to Hit 1440p Playable FPS in Gears of War E-Day

Benchmark results for Gears of War E-Day on Unreal Engine 5 at 2560x1440 with max settings show NVIDIA GPUs delivering far higher FPS than AMD Radeon cards, with RTX 5090 ~51 FPS (min 44) and RTX 4090 ~38 FPS, while AMD RX 7900 XTX ~21 FPS (min 16), RX 9070 XT ~22 FPS (min 18), and mid/low-end RDNA2 cards around 12–14 FPS (6750 XT ~9 FPS), meaning native 1440p playability is not achieved on current Radeon GPUs.

via GameGPU|

#1440p #amd #gears-of-war-e-day

business18 days ago•20 min saved

AMD Eyes $1 Trillion Market Cap by 2031 on Data Center Surge

AMD’s blowout data-center results — $6.72B in revenue (up 107% year over year, 58% of total) — fuel a base-case forecast of roughly $1,027 per share by August 2031, implying a $1 trillion market cap if forward EPS expands beyond the current $8.64 estimate; key catalysts include the Anthropic MI450 deal, Microsoft Azure Helios collaboration, and EPYC ramp, though a hyperscaler AI capex pause poses a notable risk.

via 24/7 Wall St.|

#amd #anthropic #business

technology19 days ago•5 min saved

AMD bets on silicon-etched AI models with Taalas acquisition

AMD has acquired Toronto-based AI-chip startup Taalas, which bakes model weights directly into silicon to create model-specific MSICs and boost inference speeds. Early tests of Taalas’ HC1 chip reached about 16,960 tokens per second (roughly 48x faster than Nvidia GPUs), with HC2 targeting 20 billion parameters. AMD plans a disaggregated architecture pairing Instinct GPUs with Taalas accelerators, potentially lowering per-token costs but requiring model re-spins when weights change. The deal is expected to close in Q4, pending regulatory approval.

via The Register|

#ai-chips #amd #inference

markets20 days ago•80 min saved

Musk’s Nvidia endorsement spooks AMD while BofA sees big AI upside ahead

AMD stock fell about 7% after Elon Musk endorsed Nvidia as the AI-chip leader, even as AMD posted solid data-center growth and guided Q3 revenue near $13B. Bank of America analyst Vivek Arya said to ignore the quarterly noise and focus on AMD’s longer AI opportunity, with Helios ramp beginning in 2027 and a Buy rating with a $620 target; he also raised 2026–2028 earnings estimates and sees the AI compute market exceeding $2 trillion by 2030, with AMD gaining meaningful share of GPUs and servers (roughly 7–8% of GPUs and 25–30% of CPUs) to push earnings toward the $30s per share by decade end, even if Nvidia remains the leader.

via Benzinga|

#ai-compute-market #amd #bank-of-america

finance20 days ago•21 min saved

Dow Records on Iran Peace Hopes as SpaceX, AMD Drag Nasdaq

The Dow closed at a record on signs of progress toward a peace deal with Iran, rising about 263 points to 54,349.06, while the Nasdaq slipped about 0.8% as SpaceX and AMD fell on earnings-related concerns: SpaceX tumbled roughly 13.6% despite revenue doubling as investors worried about AI-spending sustainability, and AMD dropped about 7% after guiding above estimates but facing spending scrutiny. Amgen helped lift the Dow, Disney rose on earnings, and broader data showed slower private payroll growth with ISM services showing continued expansion, keeping Fed rate expectations in play for September.

via finance.yahoo.com|

#amd #dow-jones-industrial-average #finance

finance20 days ago•7 min saved

AMD Records Revenue Peak Even as Shares Fall on AI Growth Bets

Advanced Micro Devices posted a record quarterly revenue of about $11.54 billion, led by a data-center business that more than doubled to $6.7 billion (58% of total sales), with Client revenue up 23% to $3.1 billion and Gaming down 31% to $779 million. R&D spending rose 33% to $2.53 billion and GAAP operating margin returned to 17% after prior distortions; management guided roughly $13 billion in Q3 revenue (±$300 million). Despite the strong numbers, the stock fell about 6.9% as investors priced in continued AI-driven growth, amid inventories rising to $8.47 billion as chips move through the pipeline.

via Yahoo Finance|

#advanced-micro-devices #ai-chips #amd

business20 days ago•3 min saved

AMD CEO Reaffirms Partnership as Musk Champions Nvidia-Only AI Chips

AMD CEO Lisa Su downplayed Elon Musk's Nvidia-exclusive AI‑chip pledge, emphasizing a long‑term partnership with Nvidia even as SpaceX relies on Nvidia tech. AMD posted a strong Q2: revenue $11.54B (up 50%), data‑center sales up 107% to $6.7B, and guided robust server growth for 2026–27, while investing in its supply chain. Nvidia stock rose while AMD slid on the earnings beat being slightly above consensus but below more optimistic estimates, with Deutsche Bank noting the runway is still highly valued by investors.

via cnbc.com|

#ai-compute #amd #business