The chip will have 128 computing cores, which are useful for cloud computing companies that rent out their chips on a core-by-core basis to outside customers.Īmpere Computing, a startup founded by former Intel executives, is pursuing a similar high-core-count strategy and this year signed up Oracle Corp's (ORCL.N) cloud service as a customer. The company announced a new central processor called "Bergamo" that will ship in the first half of 2023. Class A: GOOGL Facebook Inc: FB Vodafone Group Public Limited Company: VOD Intel. In fact, both gaming and data center revenue is up. Its fiscal 2022 second quarter revenue of 6.51 billion is up 68 percent from the prior year’s period. The new AMD chip is designed to take on Nvidia's A100 chip, which, along with other chips designed to speed up artificial intelligence, has helped make Nvidia the most valuable U.S.-listed semiconductor company.ĪMD said that Oak Ridge National Laboratory in Tennessee will use the new chip in its "Frontier" supercomputing system.ĪMD also took aim at smaller rivals. libraries for backtesting trading strategies Jiri Pik, Sourav Ghosh. Nvidia’s stock outperformed the S&P 500 over the past year, and more importantly, it increased margins (63.75 percent) over direct rivals AMD (45.71 percent) and Intel (55.59 percent). The company announced a chip called the MI200, which is an "accelerator" designed to speed up certain tasks like machine learning and artificial intelligence. "Investors are now trying to identify the big hardware beneficiaries of this capex, and today’s announcement could suggest AMD is winning a healthy portion," Rolland wrote.ĪMD on Monday also announced plans to take on rivals beyond Intel. It also has deals with Alphabet Inc's (GOOGL.O) Google Cloud, 's (AMZN.O) Amazon Web Services and Microsoft Corp's (MSFT.O) Azure.Ĭhristopher Rolland, a semiconductor analyst at Susquehanna International Group, said in a note to investors that AMD appeared to be winning a part of Meta's increased spending as it ramps up plans to build virtual online worlds. Register now for FREE unlimited access to RegisterĪMD now has nearly a quarter of the market for x86 chips, according to Mercury Research.Īfter securing Meta, the company formerly known as Facebook, as a customer, AMD has deals in place with many of Intel's largest customers.
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