"Advanced Micro Devices ( | AMD Price Prediction) has been advancing its AI chip offerings, including the Instinct MI450 series accelerators set for deployment with OpenAI starting in the second half of 2026. The company introduced the Helios rack-scale system at CES 2026 - capable of handling up to 3 AI exaflops per rack, and unveiled the Ryzen AI 400 processors for enhanced PC multitasking and content creation."
"The agreement includes the deployment of millions of Nvidia Blackwell and Rubin GPUs, alongside Grace CPUs and Spectrum-X networking technology. Meta plans to build hyperscale data centers optimized for AI training and inference, integrating these components to enhance performance and efficiency. This marks the first large-scale use of Nvidia's Grace-only CPUs in Meta's production applications, promising significant improvements in performance per watt. The deal also incorporates Nvidia Confidential Computing for WhatsApp, enabling AI features while maintaining user data privacy."
AMD expanded its AI hardware lineup with Instinct MI450 accelerators planned for OpenAI deployment in late 2026, the Helios rack system capable of up to 3 AI exaflops per rack, and Ryzen AI 400 processors for improved PC multitasking and content creation. ROCm software improvements and partnerships have increased investor interest in AMD as a competitor to Nvidia. Nvidia secured a multiyear, multigenerational partnership with Meta to deploy millions of GPUs, Grace CPUs, and Spectrum-X networking across data centers, reinforcing Nvidia's dominant position and creating downward pressure on AMD shares and competitive concerns.
Read at 24/7 Wall St.
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