Research Archive

August 19, 2024 / Ben Bajarin

AMD Acquires ZT Systems and Goes Full Stack to Full Rack

Today, AMD announced they are acquiring ZT Systems for $4.9 billion.  This move is highly strategic, as AMD looks to go from full stack to full rack as the basis of competition in the AI server market continues to change and a much more vertical approach than ever is needed. Key Takeaways AMD has announced…

July 31, 2024 / Ben Bajarin

AMD Accelerates Growth in AI and Data Center, Beating Expectations in Q2 2024

AMD’s performance reflects its strategic emphasis on high-performance computing, particularly in AI and data center markets. The company has raised its forecast for data center GPU revenue, projecting over $4.5 billion for the year. This upward revision suggests AMD’s increasing confidence in its AI acceleration capabilities and market position. Key Takeaways Strong Q2 performance: Revenue…

July 15, 2024 / Max Weinbach

AMD Zen 5 Tech Day: X86-citing Times for Laptop AI

At AMD’s Tech Day in Los Angeles last week, the company unveiled its latest salvo in the increasingly competitive laptop processor market with the announcement of the Ryzen AI 300 Series. These new chips aim to challenge the efficiency and AI capabilities that have made ARM-based processors from Apple and Qualcomm increasingly appealing options for…

June 3, 2024 / Max Weinbach

AMD Computex 2024 Keynote: New AI-Driven CPUs and GPUs for the Future

At Computex 2024, AMD painted a comprehensive vision for the future of AI computing, addressing everything from the cloud to the edge. The company’s rapid pace of innovation across CPUs, GPUs, AI accelerators and adaptive computing shows no signs of slowing down. By moving to an annual cadence of Instinct MI accelerators, AMD is putting…

December 7, 2023 / Ben Bajarin

AMD Advancing AI Event: All Eyes on MI300X

Yesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs and customer testimonials Advancements…

October 24, 2023 / Ben Bajarin

Research Note: Our View on Report Nvidia and AMD Arm PC Chips

The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC.  The report also highlights…

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