AMD Expands Into Rack-Scale AI as Agentic Workloads Boost CPU Demand

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    "url": "https://finance.yahoo.com/technology/ai/articles/amd-expands-rack-scale-ai-170203981.html",
    "title": "AMD Expands Into Rack-Scale AI as Agentic Workloads Boost CPU Demand - finance.yahoo.com",
    "excerpt": "Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD is expanding beyond chips into rack-scale AI systems and software , coordinating CPUs, GPUs and networking for complete data-center solutions such as its Helios systems and MI455 products. Agentic AI is expected to increase demand for server CPUs because these workloads require continuous control-plane activity, API calls, database queries and tool execution. AMD is targeting high-core-count, high-frequency and general-purpose processors with its Venice portfolio. AMD expects strong growth in its data-center and AI businesses, while raising its estimate of the server CPU market to $220 billion through 2030 and emphasizing execution, hybrid computing architectures and the enduring importance of the x86 ecosystem. TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand Advanced Micro Devices (NASDAQ:AMD) executives said the company is expanding its role in artificial intelligence from a semiconductor supplier toward a provider of rack-scale systems and software, while positioning its server CPU portfolio for increased demand from agentic AI workloads. Speaking at the Goldman Sachs Communacopia + Technology Conference, Dan McNamara, AMD's senior vice president and general manager of Compute and Enterprise AI, said AMD has also become a significant internal user of AI. The company began...",
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