Nvidia’s next-gen AI rack system delayed to 2028 on manufacturing snags

Nvidia’s next-gen AI rack system delayed to 2028 on manufacturing snags

That delay could give rivals, such as AMD and Google, a rare technical opening at the high end of the market.

cnbc.com
u/Blak9 — 5 hours ago

HBM Shortages Push AMD To Roll Out Its First Memory On-Package SoC, Meet Versal Gen 2 With 60% Less Board Footprint, 10x Compute & PCIe6 Support

wccftech.com
u/Blak9 — 5 days ago
▲ 183 r/AMD_Stock

Cantor Fitzgerald raises AMD stock price target to $700 on compute momentum

"Now six-fifty, six-fifty-bid, now seven, now seven, will ya give me seven?
Six-fifty bid, now seven, now seven, will ya give me seven-fifty?
Yeah six-fifty, sixty, seventy-five?
Six-seventy-five, now seven-hundred!
I’m bid six-seventy-five, six-seventy-five, will ya give me seven? Seven-hundred!"

investing.com
u/Blak9 — 7 days ago
▲ 149 r/AMD_Stock

Daniel Romero on X: "Per Morgan Stanley, $AMD 2nm Venice CPU could rise from 1.25mn units in 2026 to 6.75mn units in 2027.

A 5x jump, and notably running ahead of Nvidia's 3nm Vera CPU at 5.75mn units over the same year

x.com
u/Blak9 — 11 days ago

AMD Advances the Hybrid Future of Quantum Computing

Next hype cycle if ever AI cools off..?

amd.com
u/Blak9 — 17 days ago

ADVANCING AI 2026 DEVELOPER TRACK JULY 22-23 | LUMINARY SPEAKER George Hotz Founder, Tiny Corp

From jailbreaking the iPhone at 17 and reverse-engineering the PS3 to building open-source self-driving technology at comma_ai, he's consistently pushed the boundaries of what's possible.

Now, as founder of Tinygrad, he’s focused on opening up the AI compute stack.

He’s also one of the most candid voices on AI and how to get the most out of AMD solutions.

That’s exactly why he’s joining the Advancing AI Developer Track.

reddit.com
u/Blak9 — 19 days ago

Lisa Su has been very busy lately! AMD joins the AI arms race by participating in PCB factory construction and acquiring laser chips.

Stay on futunn.com...

news.futunn.com
u/Blak9 — 20 days ago
▲ 107 r/AMD_Stock

Agentic AI Needs Rack-Scale CPU Performance – AMD EPYC Delivers It Today

AMD EPYC processors are built to deliver the highest performing CPUs for the next era of AI

amd.com
u/Blak9 — 27 days ago
▲ 136 r/AMD_Stock

AMD CPUs hit another Steam survey record as Intel gap shrinks to all-time low

Team Red closes the Steam CPU gap again...

techspot.com
u/Blak9 — 1 month ago
▲ 170 r/AMD_Stock

Barclays resets AMD stock price target

A bit more info regarding the raised price target on Advanced Micro Devices (AMD) to $665 from $500 on June 1...

thestreet.com
u/Blak9 — 1 month ago

AMD FPGAs Power ModRetro M64 Retro Gaming Revival

Emulation will never be the same again....

amd.com
u/Blak9 — 1 month ago
▲ 143 r/AMD_Stock

Barclays Adjusts PT on Advanced Micro Devices to $665 From $500, Maintains Overweight Rating

💹🚀💰 Another day, another PT raise... :-D

moomoo.com
u/Blak9 — 1 month ago
▲ 192 r/AMD_Stock

Mizuho Securities Maintains Advanced Micro Devices (AMD.US) With Buy Rating, Raises Target Price to $615

moomoo.com
u/Blak9 — 1 month ago
▲ 105 r/AMD_Stock

I’m excited to announce that I’ve joined AMD as Head of Optics Integration. This feels less like a new chapter and more like a homecoming. From the early Athlon days in the Motorola/AMD Alliance… | Robert Fox

linkedin.com
u/Blak9 — 1 month ago

AMD's Next-Gen Zen 7 "Grimlock" CPUs To Utilize TSMC 1.4nm Process Tech & FOPLP Packaging, Launching in 2028

AMD has begun its supply chain preparations for its next-generation Zen 7 platform ahead of schedule.

wccftech.com
u/Blak9 — 1 month ago