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AMD CEO Lisa Su Promises Major 2027 Chip Supply Boost Amid Persistent Demand
technology3 days ago

AMD CEO Lisa Su Promises Major 2027 Chip Supply Boost Amid Persistent Demand

AMD CEO Lisa Su announced in Taipei that the company will substantially increase chip supply in 2027, though she acknowledged current demand still outpaces production. Su stated that AMD now plans capacity three to five years ahead, up from one to two years previously, and emphasized the critical need for advanced wafer capacity and CoWoS packaging. The company has committed over $10 billion to its Taiwan supply chain, a figure Su indicated will grow. While Su singled out CPUs as facing high demand, she did not specify if the increased supply will reach consumer Ryzen or Radeon products. This announcement follows AMD’s recent surge to a $1 trillion market cap and its acquisition of World Labs for $8.2 billion to secure AI model expertise.

via Yahoo Finance|
#ai-infrastructure#amd#lisa-su
AI Agent Boom Shifts Workloads to CPUs, Driving AMD to $1 Trillion
technology4 days ago

AI Agent Boom Shifts Workloads to CPUs, Driving AMD to $1 Trillion

The rapid adoption of autonomous AI agents like Meta's Muse and OpenAI's Dots is shifting computational workloads from GPUs to CPUs, fueling a massive rally for AMD and Intel. AMD's stock surged 32% in the past month, reaching a record high of $649.42 and a market cap exceeding $1 trillion. This shift occurs because agents require long-running CPUs for task execution, whereas GPUs handle model inference. AMD's data center revenue doubled to $6.7 billion in the second quarter, accounting for 60% of total sales. While Nvidia remains dominant in AI, analysts note AMD currently holds the best CPU product for this new agentic workload, with the CPU market forecast to reach $220 billion by 2030.

via CNBC|
#ai-agents#amd#cpu-demand
Citi Lifts AMD Target on Meta Muse Adoption, but Cash Flow Concerns Linger for Meta
technology4 days ago

Citi Lifts AMD Target on Meta Muse Adoption, but Cash Flow Concerns Linger for Meta

Citi has raised its price target for AMD, projecting a 25% upside, citing strong demand for its chips driven by Meta’s new Muse AI agent. While Meta’s stock has surged 27% in the past month on the back of Muse’s rapid adoption, analysts note that the app has not yet generated reported revenue. Meta’s advertising business remains the primary funder for its massive AI infrastructure spending, with free cash flow dropping to just $784 million in Q2 2026.

via Yahoo Finance|
#ai-infrastructure#amd#citi
Sony Brings AI Upscaling to Base PS5 via New QSSR Tech
technology5 days ago

Sony Brings AI Upscaling to Base PS5 via New QSSR Tech

Sony Interactive Entertainment has introduced Quick Spectral Super Resolution (QSSR), a new AI upscaling technology for the base PlayStation 5. Developed through the Project Amethyst collaboration with AMD, QSSR uses a streamlined neural network and FP16 math to improve image detail and stability on the standard console. The technology was released on October 1, 2026, via patches for 'Marvel's Wolverine' and 'Ghost of Yōtei'. While the PS5 Pro retains the superior PSSR as the 'gold standard', QSSR offers a drop-in replacement for developers, requiring only minor tuning adjustments.

via GamesIndustry.biz|
#ai-upscaling#amd#playstation-5
Sony Unveils QSSR AI Upscaling for Standard PS5, Citing GTA VI Demands
technology6 days ago

Sony Unveils QSSR AI Upscaling for Standard PS5, Citing GTA VI Demands

Sony Interactive Entertainment has officially launched Quick Spectral Super Resolution (QSSR), a new AI-driven upscaling technology for the standard PlayStation 5. Announced on October 1, 2026, QSSR is a streamlined version of the PS5 Pro’s exclusive PlayStation Spectral Super Resolution (PSSR), designed to improve image detail and stability on hardware lacking dedicated machine learning silicon. The technology is the result of the 'Project Amethyst' collaboration between Sony and AMD. The first titles to receive QSSR patches are 'Marvel’s Wolverine' and 'Ghost of Yōtei'. While official channels describe this as a broad platform update, industry insiders suggest the development was accelerated by Rockstar Games' technical requirements for 'Grand Theft Auto VI', which necessitated high-fidelity visuals on base hardware.

via GameGPU|
#ai-upscaling#amd#grand-theft-auto-vi
PlayStation brings AI upscaling to standard PS5 via new Quick Spectral Super Resolution
technology8 days ago

PlayStation brings AI upscaling to standard PS5 via new Quick Spectral Super Resolution

Sony Interactive Entertainment has introduced Quick Spectral Super Resolution (QSSR), a new AI upscaling technology for the standard PlayStation 5 console. Previously, the advanced PlayStation Spectral Super Resolution (PSSR) was exclusive to the $899.99 PS5 Pro. QSSR, developed through the 'Project Amethyst' collaboration with AMD, uses a streamlined neural network to improve image detail and stability on the base PS5. The feature launched today with patches for 'Marvel's Wolverine' and 'Ghost of Yōtei,' with broader availability promised for future titles.

via Game Informer|
#ai-upscaling#amd#game-graphics
Sony Launches QSSR to Bring AI Upscaling to Standard PS5
technology8 days ago

Sony Launches QSSR to Bring AI Upscaling to Standard PS5

Sony has introduced Quick Spectral Super Resolution (QSSR), a new AI upscaling technology for the standard PlayStation 5. Developed through the Project Amethyst collaboration with AMD, QSSR aims to improve image detail and stability on the base console, which lacks the dedicated machine learning silicon of the PS5 Pro. Patches for 'Marvel's Wolverine' and 'Ghost of Yōtei' were released on October 1, 2026, making them the first titles to support QSSR. Sony states the technology is a 'drop-in replacement' for existing PSSR support, requiring minimal tuning, and will be offered broadly to all developers.

via techpowerup.com|
#ai-upscaling#amd#gaming-hardware
Sony Launches QSSR to Bring AI Upscaling to Standard PS5
technology9 days ago

Sony Launches QSSR to Bring AI Upscaling to Standard PS5

Sony Interactive Entertainment has introduced Quick Spectral Super Resolution (QSSR), a new AI upscaling technology for the standard PlayStation 5. The feature, developed through the Project Amethyst collaboration with AMD, aims to improve image detail and stability on the base console, which lacks the dedicated machine learning silicon of the PS5 Pro. Patches for 'Marvel's Wolverine' and 'Ghost of Yōtei' were released on October 1, 2026, making them the first titles to support QSSR. Sony states the technology is a 'drop-in replacement' for existing PSSR support, requiring minimal tuning, and will be offered broadly to all developers.

via Engadget|
#ai-upscaling#amd#gaming-hardware
Sony Deploys 'Quick' AI Upscaling to Standard PS5, Bridging the Gap with PS5 Pro
gaming9 days ago

Sony Deploys 'Quick' AI Upscaling to Standard PS5, Bridging the Gap with PS5 Pro

Sony has introduced Quick Spectral Super Resolution (QSSR), a new AI upscaling technology for the standard PlayStation 5. Developed through Project Amethyst with AMD, QSSR aims to improve image detail and stability on the base console, which lacks the dedicated machine learning silicon of the PS5 Pro. The technology is available immediately via patches for 'Marvel's Wolverine' and 'Ghost of Yōtei', with Sony stating it will be offered to all developers. While Digital Foundry notes QSSR is slower than the PS5 Pro's PSSR, Sony emphasizes it is a 'drop-in replacement' requiring minimal tuning.

via The Verge|
#ai-upscaling#amd#gaming
AMD Acquires World Labs for $8.2 Billion to Challenge Nvidia in AI
technology11 days ago

AMD Acquires World Labs for $8.2 Billion to Challenge Nvidia in AI

AMD has agreed to acquire San Francisco-based AI research firm World Labs in an all-stock transaction valued at $8.2 billion. The deal, expected to close by the end of 2026, brings renowned AI researcher Fei-Fei Li into AMD as executive vice president and chief scientist. World Labs specializes in 'world models' that generate 3D environments from text and video, a technology critical for robotics and simulation. This acquisition is AMD's second-largest ever, following its 2022 purchase of Xilinx, and aims to align its hardware roadmap with emerging AI model requirements while challenging its primary rival, Nvidia.

via Ars Technica|
#ai-acquisition#amd#fei-fei-li
AMD Acquires Fei-Fei Li’s World Labs in $8.2B All-Stock Deal
technology12 days ago

AMD Acquires Fei-Fei Li’s World Labs in $8.2B All-Stock Deal

AMD has agreed to acquire San Francisco-based AI research firm World Labs in an all-stock transaction valued at $8.2 billion. The deal, announced on September 28, 2026, brings renowned AI researcher Dr. Fei-Fei Li into AMD as executive vice president and chief scientist. World Labs specializes in 'world models' that generate 3D environments from text and video, a technology critical for robotics and simulation. The acquisition is expected to close by the end of 2026, subject to regulatory approvals. This move positions AMD to better align its hardware development with emerging AI model requirements, challenging its primary rival, Nvidia.

via Yahoo Finance|
#ai-acquisition#amd#fei-fei-li
AMD Acquires Fei-Fei Li’s World Labs for $8.2B to Advance Spatial AI
technology12 days ago

AMD Acquires Fei-Fei Li’s World Labs for $8.2B to Advance Spatial AI

AMD has agreed to acquire San Francisco-based AI lab World Labs in an all-stock transaction valued at $8.2 billion. The deal, announced on September 28, 2026, will bring founder Fei-Fei Li into AMD as chief scientist and executive vice president. World Labs, which develops 3D world models for robotics and simulation, will remain independent until the deal closes later this year. This acquisition is AMD’s second-largest ever, following its 2022 purchase of Xilinx, and aims to align its hardware roadmap with emerging AI model requirements.

via CNBC|
#ai-acquisition#amd#fei-fei-li