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AMD announced the signing of a definitive agreement to acquire ZT Systems, a leading provider of AI infrastructure for the world’s largest hyperscale computing companies. The strategic transaction marks the next major step in AMD’s AI strategy to deliver leadership AI training and inferencing solutions based on innovating across silicon, software and systems. ZT Systems’ extensive experience designing and optimising cloud computing solutions will also help cloud and enterprise customers significantly accelerate the deployment of AMD-powered AI infrastructure at scale. AMD has agreed to acquire ZT Systems in a cash and stock transaction valued at $4.9 billion, inclusive of a contingent payment of up to $400 million based on certain post-closing milestones. AMD expects the transaction to be accretive on a non-GAAP basis by the end of 2025. Read more: https://lnkd.in/d7sD3YFY #IndiaTechnologyNews #AMD #ZTSystems #DataCenter #AI #Hyperscale #TechAcquisition #CloudComputing #AIInnovation #DataCenterExpansion

AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems AMD has announced its acquisition of ZT Systems, a leading provider of AI infrastructure for hyperscale computing companies, in a deal valued at $4.9 billion. This strategic move aims to bolster AMD's AI capabilities by integrating ZT Systems' extensive expertise in designing and deploying cloud computing solutions with AMD’s advanced silicon and software technologies. The acquisition is expected to accelerate the deployment of AMD-powered AI infrastructure across cloud and enterprise customers, with the transaction anticipated to be financially beneficial on a non-GAAP basis by the end of 2025. Post-acquisition, ZT Systems will become part of AMD's Data Center Solutions Business Group, while AMD plans to seek a strategic partner to acquire ZT Systems' manufacturing business. Read more here: https://lnkd.in/gDypyRRQ #AMD #AI #ArtificialIntelligence #ZTSystems #Hyperscale #Acquisition #AIInfrastructure #DataCenter #CloudComputing

#AMD has announced that #Oracle Cloud #Infrastructure (#OCI) is using AMD's Instinct #MI300X accelerators with #ROCm open #software in its new BM.GPU.MI300X.8 Compute #Supercluster instance. Designed for advanced #AI models, these instances can handle large language model (#LLM) inference and training, supporting up to 16,384 GPUs in a single network #fabric. Companies like #Fireworks AI are already utilizing these instances for scaling AI services. The MI300X accelerators enhance performance and cost-efficiency, offering OCI customers #powerful solutions for demanding AI workloads with greater system #flexibility. https://lnkd.in/gWfVyzmG

Enterprise customer benefits from this acquisition include: - Integrated AI Solutions: Customers gain access to streamlined, ready-to-deploy AI infrastructure that combines AMD’s processors with ZT Systems' server designs, optimizing performance for AI and HPC workloads. - Customization and Flexibility: The combined expertise of AMD and ZT Systems allows for highly tailored solutions, providing a broad range of options to meet specific workload needs, from AI to cloud computing. - Cost and Energy Efficiency: The integration of AMD and ZT technologies offers cost-effective solutions with improved energy efficiency, reducing total cost of ownership and helping meet sustainability goals. - Future-Ready Technology: Customers benefit from cutting-edge AI infrastructure that is scalable and built on the latest innovations, ensuring they remain competitive in the rapidly evolving AI landscape. In short, AMD is doing this to derail NVIDIA's recent focus on partnering to become the Enterprise AI Infrastructure standard via deepening technology and go-to-market relationships with Dell Technologies, Hewlett Packard Enterprise, Lenovo, Cisco, NetApp, and many more. If AMD can show many of these same OEM's a path to profitability here, the market will benefit from the additional competition.

Oracle is the leader in AI infrastructure

Technology providers are banking on generative AI to accelerate revenue gains. They are planning accordingly.  “The next industrial revolution has begun,” Nvidia President and CEO Jensen Huang said during a May earnings call. The company most closely associated with graphics processing unit technology saw revenues balloon during the first half of the year, driven largely by demand for its AI-optimized silicon. “For every dollar spent on Nvidia AI infrastructure, cloud providers have an opportunity to earn five dollars in GPU instant hosting revenue over four years,” Huang said. “The CSPs are consuming every GPU that’s out there.” The gains are predicated on a flurry of enterprise tech spend that has only begun to materialize. But the building boom is already under way. Tooling and Automation Spending - https://lnkd.in/gRQemY9s NVIDIA Amazon Web Services (AWS) Google Microsoft Azure

Azure Maia 100, pushing the boundaries of semiconductor innovation. Check out this blog to learn more about Azure Maia software stack and and about how we envision seamless interoperability among AI accelerators in Azure - e.g., we have integrated Triton from OpenAI. Maia 100 is also the first implementation of the Microscaling (MX) data format, an industry-standardized data format that leads to faster model training and inferencing times. Microsoft has partnered with AMD, ARM, Intel, Meta, NVIDIA, and Qualcomm to release the v1.0 MX specification through the Open Compute Project community so that the entire AI ecosystem can benefit from these algorithmic improvements. Microsoft #MSFTAdvocate #msftadvocate #azureai #azureaiinfrastructure

CIO Online published a feature piece on Broadsheet Communications client Seekr.The company is moving their workloads to Intel Developer Cloud and expects to see significant cost savings and performance bumps while accessing the latest AI chips Intel offers. For more details, check out the full article in CIO. #BroadsheetPR #ClientNews #adtech

🚀 Marvell’s Moment: From Underdog to Industry Powerhouse 🚀 Ever heard of Marvell Technology ? If not, now’s the time to pay attention. This AI chip player is making some serious moves in the market, and here’s why: 📈 Market Cap Surge: Marvell briefly hit over $100 billion in market cap — yep, that’s higher than Intel! 🤝 Amazon Partnership: They’ve secured a multi-year deal with Amazon Web Services (AWS)) to design AI chips and enhance cloud infrastructure. 🔌 Data Center Dominance: A staggering 72% of Marvell’s revenue now comes from data centers. Marvell’s quietly showing us that being nimble and AI-savvy can take you far — sometimes even beyond the industry giants. Keep an eye on this space. It’s getting interesting. 🧐 #AI #Semiconductors #CloudComputing

Distributed compute + distributed storage is the winning combo for AI modelling and inference work. And..market/customer momentum is proving this out. Very excited by our partnership with CUDOS