AMD and Samsung partnership on AI memory
Can’t be too rich, too thin, or have too much memory.
Meta’s AI chips epitomize hybrid hyperscalers
MTIA targets inference at scale agnostically.
Begging for chips
Supply chain takes the lead in importance.
AMD to deliver 6 GW of AIPs to Meta
How many is 6 GW, and where will Meta put them?
AMD and Meta announce $60B, 6 GW AI partnership
Another circular deal, knotting together supplier and customer.
The extraordinary GPU, from entertainment to supercomputer
Continuous integration and improvement over decades.
AMD reports fourth-quarter revenue up 11% to $10.3 billion
Profit up to $1.8 billion and gross margin 54%.
The Ryzen 7 9850X3D rises
AMD takes the crown as having the world’s fastest processor… from itself.
AI: Everything everywhere all at once
Even at CES, AI really isn’t the answer to everything.
SIMD started it, SIMT improved it
50 years later, a GPU replaces a room-sized supercomputer.
Meta plays hybrid AI
While investors read tea leaves, hoping for insight.
The ‘other’ trade show floor
Where the ‘real’ stuff can be found.