AMD Powers Future Supercomputers with AI Innovation

3 months ago

"Now, let's look here at AMD. So, AMD was up roughly 2.7% today. When Qualcomm news came out, the market was a little bit worried, but AMD is turning challenges into opportunities. There was major news with the US announcing supercomputers powered by AMD, including the Lux AI supercomputer at Oakridge National Labs to be deployed in early 2026 and a next generation system called Discovery aimed at advancing US AI research. This shows AMD leveraging its x86 strengths and chiplet design to solidify its role in high performance computing and AI, which reinforces a bullish thesis for the company."

The speaker highlights AMD's strategic moves in powering two US supercomputers and its focus on strengthening its ecosystem through divestitures and partnerships. These developments, combined with AMD's technical advantages, paint a bullish long-term outlook for the company in the AI and high performance computing space.

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