AMD announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer, effective immediately. Kelman will lead the AMD global marketing organization, overseeing brand, communications, events, developer relations and go-to-market strategy. Kelman will report to Ruth Cotter, Senior Vice President and Chief Administrative Officer, and will work closely with the AMD executive team to deepen engagement with customers, partners, developers and the broader technology ecosystem as AMD continues to scale its product and solutions leadership.

"Ariel is a proven marketing leader with deep experience building brands, driving marketing impact at scale and connecting innovation to customer value," said Cotter. "As AMD continues to expand our portfolio and deliver industry-leading high-performance and AI solutions across data center, embedded, client and gaming, Ariel's leadership will be instrumental in sharpening our storytelling, advancing our marketing organization and accelerating our momentum."

North American CSPs' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026, according to the latest market research from TrendForce. The rapid growth of AI inference services is boosting demand for general-purpose servers, supporting both replacement and expansion efforts. Consequently, TrendForce predicts that total global server shipments, including AI servers, will accelerate from 2025, with a 12.8% YoY growth in 2026.

The server market from 2024 to 2025 primarily centered on training advanced large language models (LLMs), utilizing AI servers with GPUs and HBM for parallel computing. However, starting in the second half of 2025, the growth of AI agents, LLaMA-based applications, and Copilot upgrades shifted CSP's focus toward inference services as a monetization strategy. AI inference workloads are now deployed not only on dedicated AI server racks but also on general-purpose servers that handle pre- and post-inference computing and storage.

Following last week's Formula 1 Brazilian Grand Prix, SCUF Gaming, creator of the high-performance gaming controller category and part of the Corsair family of brands, unveiled a custom Valor Pro Wireless controller as part of its exclusive, multi-year partnership with Oracle Red Bull Sim Racing, the world leader in sim racing and Formula One. The collection features SCUF Valor Pro Wireless for Xbox and PC, SCUF Reflex Pro for PlayStation 5, and SCUF Envision for PC, each available in striking Oracle Red Bull Racing designs. The Oracle Red Bull Sim Racing SCUF Valor Pro Wireless Performance Controller for PC and Xbox will be available November 13 starting at $179.99.

In Formula 1 and gaming, a win can be determined in a fraction of a second. SCUF brings that same precision to players who demand accuracy and control in every moment. Built with SCUF's endurance-first ergonomics, contoured grips and lightweight design help combat fatigue across extensive gaming sessions. With anti-drift Hall Effect thumbsticks and adjustable instant triggers, SCUF gives players the precision to hit their deltas lap after lap. And because every driver and setup is unique, customizable paddles, profiles, stick heights, and trigger settings let racers fine-tune inputs to match their style. Across Valor Pro Wireless, Reflex Pro, and Envision, the lineup delivers the speed, control, and adaptability needed to perform under pressure.

NVIDIA today announced that it is working with the U.S. Department of Energy's national labs and the nation's leading companies to build America's AI infrastructure to support scientific discovery, economic growth and power the next industrial revolution.

"We are at the dawn of the AI industrial revolution that will define the future of every industry and nation," said Jensen Huang, founder and CEO of NVIDIA. "It is imperative that America lead the race to the future—this is our generation's Apollo moment. The next wave of inventions, discoveries and progress will be determined by our nation's ability to scale AI infrastructure. Together with our partners, we are building the most advanced AI infrastructure ever created, ensuring that America has the foundation for a prosperous future, and that the world's AI runs on American innovation, openness and collaboration, for the benefit of all."

Oracle AI Database 26ai architects AI into the core of data management, furthering Oracle's commitment to help customers securely bring AI to all their data, everywhere. This milestone advances Oracle's "AI for Data" vision of a next-generation AI-native database with use of AI across the entire data and development stack, including AI Vector Search, AI for Database Management, AI for Data Development, AI for Application Development, and AI for Analytics. Customers can now run dynamic agentic AI workflows to provide sophisticated answers and actions that combine private database data with public information.

"By architecting AI and data together, Oracle AI Database makes "AI for Data" simple to learn and simple to use," said Juan Loaiza, executive vice president, Oracle Database Technologies, Oracle. "We enable our customers to easily deliver trusted AI insights, innovations, and productivity for all their data, everywhere, including both operational systems and analytic data lakes."

AMD and Oracle have expanded their ongoing partnership aiming to grow AI infrastructure through big GPU clusters on Oracle Cloud Infrastructure (OCI). OCI will host the first AI supercluster available to the public that runs on AMD Instinct MI450 Series GPUs. The plan is to start with 50,000 units in Q3 2026 and expand further in 2027. The new systems will build on Oracle's existing AMD-based offerings, including Instinct MI300X and MI355X GPU instances, and introduce AMD's next-generation "Helios" rack design. Each rack combines Instinct MI450 GPUs, EPYC "Venice" CPUs, and Pensando "Vulcano" DPUs using liquid-cooled setups to boost performance while reducing costs.

AMD's upcoming MI450 accelerators series boasts up to 432 GB of HBM4 memory and 20 TB/s of bandwidth for each GPU. This allows for the training of much bigger AI models in-memory while AMD's UALink and UALoE interconnect standards make it possible for GPUs to communicate with hardware coherence. This cuts down on latency and CPU routing. Each GPU can also team up with up to three 800 Gbps Pensando "Vulcano" AI-NICs. These support advanced RoCE and UEC networking standards to enable high-throughput distributed training. AMD EPYC "Venice" CPUs with features for confidential computing and AMD's ROCm open-source software stack will complement the new units.

NVIDIA today announced that Meta and Oracle will boost their AI data center networks with NVIDIA Spectrum-X Ethernet networking switches. Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights.

"Trillion-parameter models are transforming data centers into giga-scale AI factories, and industry leaders like Meta and Oracle are standardizing on Spectrum-X Ethernet to drive this industrial revolution," said Jensen Huang, founder and CEO of NVIDIA. "Spectrum-X is not just faster Ethernet—it's the nervous system of the AI factory, enabling hyperscalers to connect millions of GPUs into a single giant computer to train the largest models ever built."

Elon Musk's AI startup xAI is raising more money than first planned, bringing in backers including NVIDIA to lift its ongoing funding round to $20 billion, according to people familiar with the matter, Bloomberg reports. The financing includes equity and debt in a special purpose vehicle (SPV) that will buy NVIDIA processors and rent them to xAI for use in its Colossus 2 project, the people said. That's the name of its largest data center site, located in Memphis. NVIDIA is putting in as much as $2 billion in the equity portion of the deal, a strategy by the chipmaker that helps speed up its customers' AI investments. However, NVIDIA representatives declined to comment while an xAI spokesperson didn't respond to a request for comment from Bloomberg. Musk posted on X in September that the company was "not raising any capital right now."

Musk's xAI financing would split between about $7.5 billion of equity and as much as $12.5 billion of debt in the SPV, the people said. The vehicle will be used to buy NVIDIA processors, and Musk's AI startup would then rent the chips out for five years, letting Wall Street financiers get their money back. The unique deal structure, backed by the GPUs rather than the company, could give tech firms a way to cut debt exposure. Earlier this week, OpenAI announced a deal to use AMD chips over multiple years, in addition to the announcement from late September that it will install at least 10 gigawatts of NVIDIA systems for its next-generation AI infrastructure. Meta has signed several multibillion-dollar deals in recent months, including a $29 billion financing package for data centers while Oracle also raised a $38 billion debt package for its infrastructure.

OpenAI and Oracle today announced a binding agreement to add 4.5 gigawatts of power-dense data center capacity to the Stargate network, pushing the project past the 5 GW milestone and keeping it on track to house over two million AI chips. While SoftBank remains a name on Stargate's January press release, the Japanese conglomerate is not contributing capital to this specific tranche, leaving Oracle as the primary financier and operator for now. The new build-out will join Stargate I in Abilene, where Oracle delivered the first NVIDIA GB200 racks last month and where OpenAI is already running frontier model training workloads. Construction crews from more than twenty states are on site, and OpenAI projects that the expanded footprint will generate over 100,000 US jobs, spanning electricians, mechanical technicians, and indirect manufacturing roles, within the next four years.

The announcement arrives less than a week after the Wall Street Journal characterized Stargate as a "stalled" venture, a claim OpenAI CEO Sam Altman swiftly rebutted on X, affirming that total investment will "significantly exceed" the originally pledged $500 billion and that GPU counts are on pace to break the two-million-chip barrier this year. Site selection for the 4.5 GW increment remains under review, with Texas, Michigan, Wisconsin, and Wyoming under consideration. Oracle has reportedly placed a $40 billion order for additional NVIDIA silicon, showing the scale of its commitment. Power availability remains the critical constraint, as 4.5 GW equals the average draw of 3.5 million homes, prompting parallel negotiations with utilities for on-site generation and dedicated transmission lines. Abilene's H-shaped halls, each designed to hold 50,000 GB200s, serve as a live prototype, and lessons learned there, including liquid-cooling loops and modular substations, will be replicated across future campuses.

AMD's Instinct MI325X accelerator has struggled to gain traction with large customers, according to extensive data from SemiAnalysis. Launched in Q2 2025, the MI325X arrived roughly nine months after NVIDIA's H200 and concurrently with NVIDIA's "Blackwell" mass-production roll-out. That timing proved unfavourable, as many buyers opted instead for Blackwell's superior cost-per-performance ratio. Early interest from Microsoft in 2024 failed to translate into repeat orders. After the initial test purchases, Microsoft did not place any further commitments. In response, AMD reduced its margin expectations in an effort to attract other major clients. Oracle and a handful of additional hyperscalers have since expressed renewed interest, but these purchases remain modest compared with NVIDIA's volume.

A fundamental limitation of the MI325X is its eight-GPU scale-up capacity. By contrast, NVIDIA's rack-scale GB200 NVL72 supports up to 72 GPUs in a single cluster. For large-scale AI inference and frontier-level reasoning workloads, that difference is decisive. AMD positioned the MI325X against NVIDIA's air-cooled HGX B200 NVL8 and HGX B300 NVL16 modules. Even in that non-rack-scale segment, NVIDIA maintains an advantage in both raw performance and total-cost-of-ownership efficiency. Nonetheless, there remains potential for the MI325X in smaller-scale deployments that do not require extensive GPU clusters. Smaller model inference should be sufficient for eight GPU clusters, where lots of memory bandwidth and capacity are the primary needs. AMD continues to improve its software ecosystem and maintain competitive pricing, so AI labs developing mid-sized AI models may find the MI325X appealing.

IBM is working with Oracle to bring the power of watsonx, IBM's flagship portfolio of AI products, to Oracle Cloud Infrastructure (OCI). Leveraging OCI's native AI services, the latest milestone in IBM's technology partnership with Oracle is designed to fuel a new era of multi-agentic, AI-driven productivity and efficiency across the enterprise. Organizations today are deploying AI throughout their operations, looking to take advantage of the extraordinary advancements in generative AI models, tools, and agents. AI agents that can provide a single, easy-to-use interface to complete tasks are emerging as key tools to help simplify the deployment and use of AI across enterprise operations and functions. "AI delivers the most impactful value when it works seamlessly across an entire business," said Greg Pavlik, executive vice president, AI and Data Management Services, Oracle Cloud Infrastructure. "IBM and Oracle have been collaborating to drive customer success for decades, and our expanded partnership will provide customers new ways to help transform their businesses with AI."

Watsonx Orchestrate to support multi-agent workflows
To give customers a consistent way to build and manage agents across multi-agent, multi-system business processes, spanning both Oracle and non-Oracle applications and data sources, IBM is making its watsonx Orchestrate AI agent offerings available on OCI in July. This multi-agent approach using wastonx Orchestrate is designed to work with the expansive AI agent offerings embedded within the Oracle AI Agent Studio for Fusion Applications, as well as OCI Generative AI Agents, and OCI's other AI services. It extends the ecosystem around Oracle Fusion Applications to enable further functionality across third-party and custom applications and data sources. The first use cases being addressed are in human resources. The watsonx Orchestrate agents will perform AI inferencing on OCI, which many customers use to host their data, AI, and other applications. IBM agents run in watsonx Orchestrate on Red Hat OpenShift on OCI, including in public, sovereign, government, and Oracle Alloy regions, to enable customers to address specific regulatory and privacy requirements. The agents can also be hosted on-premises or in multicloud environments for true hybrid cloud capabilities.

Oracle has stood up and optimized its first wave of liquid-cooled NVIDIA GB200 NVL72 racks in its data centers. Thousands of NVIDIA Blackwell GPUs are now being deployed and ready for customer use on NVIDIA DGX Cloud and Oracle Cloud Infrastructure (OCI) to develop and run next-generation reasoning models and AI agents. Oracle's state-of-the-art GB200 deployment includes high-speed NVIDIA Quantum-2 InfiniBand and NVIDIA Spectrum-X Ethernet networking to enable scalable, low-latency performance, as well as a full stack of software and database integrations from NVIDIA and OCI.

OCI, one of the world's largest and fastest-growing cloud service providers, is among the first to deploy NVIDIA GB200 NVL72 systems. The company has ambitious plans to build one of the world's largest Blackwell clusters. OCI Superclusters will scale beyond 100,000 NVIDIA Blackwell GPUs to meet the world's skyrocketing need for inference tokens and accelerated computing. The torrid pace of AI innovation continues as several companies including OpenAI have released new reasoning models in the past few weeks.

Today, AMD announced 5th Gen AMD EPYC processors power the Oracle Cloud Infrastructure (OCI) Compute E6 Standard shapes. 5th Gen AMD EPYC processors, the world's best server CPUs for enterprise, AI and cloud, enable OCI Compute E6 shapes to deliver up to a 2X increase in cost to performance, compared to the previous E5 instance generation based on testing by OCI.

The new OCI Compute E6 shapes build on the success of the previous E5 generation to deliver leadership performance and cost efficiency for general-purpose and compute-intensive workloads. These OCI shapes add to the selection of more than a thousand compute instances powered by AMD EPYC processors across all major cloud service providers.

Welcome Coven members, old and new. We—at Chucklefish and Robotality—are so excited to finally pull back the curtain and share a glimpse of what we've been brewing in the studio these past few years. Witchbrook has been a true labour of love, crafted by our small team here at Chucklefish (with some recent, incredible help from our friends at Robotality!). It's been a journey of hundreds of hours poured into art, music, and code, and we're beyond excited to give you a first look at the magical world of Witchbrook.

We'll also have a fresh edition of The Oracle, our in-game newspaper with a new editor at the helm, where you can catch up on the latest happenings in the sunny seaside city of Mossport, releasing in the next few days. It's your gateway to staying connected with the in-world happenings, so be sure to sign up here. Over the next few months, we'll be sharing more gameplay, details, and fun surprises. In the meantime, we'd love for you to join us and the rest of the community over on Discord. We pride ourselves on having a warm and welcoming community, and would love for folks to join us on our journey.

SoftBank Group Corp. today announced that it will acquire Ampere Computing, a leading independent silicon design company, in an all-cash transaction valued at $6.5 billion. Under the terms of the agreement, Ampere will operate as a wholly owned subsidiary of SoftBank Group and retain its name. As part of the transaction, Ampere's lead investors—Carlyle and Oracle Corp.—are selling their respective positions in Ampere.

As SoftBank Group broadens its AI infrastructure investments in ventures such as Cristal intelligence and Stargate, the acquisition will help enhance SoftBank Group's capabilities in key areas and accelerate its growth initiatives. "The future of Artificial Super Intelligence requires breakthrough computing power," said Masayoshi Son, Chairman and CEO of SoftBank Group Corp. "Ampere's expertise in semiconductors and high-performance computing will help accelerate this vision, and deepens our commitment to AI innovation in the United States."

AMD's Instinct MI355X accelerators for AI workloads are gaining traction, and Oracle just became one of the bigger customers. According to Oracle's latest financial results, the company noted that it had acquired 30,000 AMD Instinct MI355X accelerators. "In Q3, we signed a multi billion dollar contract with AMD to build a cluster of 30,000 of their latest MI355X GPUs," noted Larry Ellison, adding that "And all four of the leading cloud security companies, CrowdStrike, Cyber Reason, Newfold Digital and Palo Alto, they all decided to move to the Oracle Cloud. But perhaps most importantly, Oracle has developed a new product called the AI data platform that enables our huge install base of database customers to use the latest AI models from OpenAI, XAI and Meta to analyze all of the data they have stored in their millions of existing Oracle databases. By using Oracle version 23 AI's vector capabilities, customers can automatically put all of their existing data into the vector format that is understood by AI models. This allows those AI models to learn, understand and analyze every aspect of your company or government agency, instantly unlocking the value in your data while keeping your data private and secure."

AMD's Instinct MI355X accelerator introduces the CDNA4 architecture on TSMC's N3 process node with a focus on AI workload acceleration. The chiplet-based GPU delivers 2.3 petaflops of FP16 compute and 4.6 petaflops of FP8 compute, marking a 77% performance increase over the MI300X series. The MI355X's key advancement comes through support for reduced-precision FP4 and FP6 numerical formats, enabling up to 9.2 petaflops of FP4 compute. Memory specifications include 288 GB of HBM3E across eight stacks, providing 8 TB/s of total bandwidth. Production timelines place the MI355X's market entry in the second half of 2025, continuing AMD's annual cadence for data center GPU launches. By second half, Oracle will likely prepare data center space for these GPUs and just power them on once AMD ships these accelerators.

If you're looking for innovative use of AI technology, look to the cloud. Gartner reports, "73% of respondents to the 2024 Gartner CIO and Tech Executive Survey have increased funding for AI." And IDC says that AI: "will have a cumulative global economic impact of $19.9 trillion through 2030." But end users aren't running most of those AI workloads on their own hardware. Instead, they are largely relying on cloud service providers and large technology companies to provide the infrastructure for their AI efforts. This approach makes sense since most organizations are already heavily reliant the cloud. According to O'Reilly, more than 90% of companies are using public cloud services. And they aren't moving just a few workloads to the cloud. That same report shows a 175% growth in cloud-native interest, indicating that companies are committing heavily to the cloud.

As a result of this demand for infrastructure to power AI initiatives, cloud service providers are finding it necessary to rapidly scale up their data centers. IDC predicts: "the surging demand for AI workloads will lead to a significant increase in datacenter capacity, energy consumption, and carbon emissions, with AI datacenter capacity projected to have a compound annual growth rate (CAGR) of 40.5% through 2027." While this surge creates massive opportunities for service providers, it also introduces some challenges. Providing the computing power necessary to support AI initiatives at scale, reliably and cost-effectively is difficult. Many providers have found that deploying AMD EPYC CPUs and Instinct GPUs can help them overcome those challenges. Here's a quick look at three service providers who are using AMD chips to accelerate AI advancements.

Businesses across every industry are rolling out AI services this year. For Microsoft, Oracle, Perplexity, Snap and hundreds of other leading companies, using the NVIDIA AI inference platform—a full stack comprising world-class silicon, systems and software—is the key to delivering high-throughput and low-latency inference and enabling great user experiences while lowering cost. NVIDIA's advancements in inference software optimization and the NVIDIA Hopper platform are helping industries serve the latest generative AI models, delivering excellent user experiences while optimizing total cost of ownership. The Hopper platform also helps deliver up to 15x more energy efficiency for inference workloads compared to previous generations.

AI inference is notoriously difficult, as it requires many steps to strike the right balance between throughput and user experience. But the underlying goal is simple: generate more tokens at a lower cost. Tokens represent words in a large language model (LLM) system—and with AI inference services typically charging for every million tokens generated, this goal offers the most visible return on AI investments and energy used per task. Full-stack software optimization offers the key to improving AI inference performance and achieving this goal.

On Tuesday, the newly inaugurated United States president, Donald Trump, announced a massive AI infrastructure expansion in the US called Stargate Project. Stargate is an idea that brings private investments across the US land, with up to 500 billion US dollars committed to the project over the next four years. This is single-handedly one of the most significant infrastructure projects ever planned, and this time it is all about AI and data centers. The initial phase involves deploying 100 billion US Dollars immediately, while the remaining 400 billion will be deployed periodically over the next four years. OpenAI and SoftBank are leading this project, with Softbank's CEO Masayoshi Son being the project's chairman. Major equity partners include SoftBank, OpenAI, Oracle, and MGX. Major technology partners who will supply the know-how, planning, software, and hardware are Arm, Microsoft, NVIDIA, Oracle, and OpenAI.

Leading the entire operation will be up to OpenAI, who is gaining operational lead in the project, while Softbank oversees financial planning. Interestingly, the buildout has already begun. OpenAI is currently exploring a few sites in Abilene, Texas, which includes ten 500,000 sq. ft. data centers with 20 planned for the future. Interestingly, the infrastructure expansion will most likely be present in every US state that can provide ample land and power capacity. OpenAI is looking for partners to help with the massive data centers' power, land, and construction. The most significant impact of this project will be on the power grid, which will require additional buildout and implementation of small nuclear reactors running locally nearby to satisfy the power draw from hundreds of thousands and even millions of GPUs. OpenAI is praising NVIDIA for its almost decade-long partnership, meaning that most GPUs will likely be NVIDIA-sourced.

Intel Corp. (INTC) and AMD (NASDAQ: AMD) today announced the creation of an x86 ecosystem advisory group bringing together technology leaders to shape the future of the world's most widely used computing architecture. x86 is uniquely positioned to meet customers' emerging needs by delivering superior performance and seamless interoperability across hardware and software platforms. The group will focus on identifying new ways to expand the x86 ecosystem by enabling compatibility across platforms, simplifying software development, and providing developers with a platform to identify architectural needs and features to create innovative and scalable solutions for the future.

For over four decades, x86 has served as the bedrock of modern computing, establishing itself as the preferred architecture in data centers and PCs worldwide. In today's evolving landscape - characterized by dynamic AI workloads, custom chiplets, and advancements in 3D packaging and system architectures - the importance of a robust and expanding x86 ecosystem is more crucial than ever.

AMD today announced that Oracle Cloud Infrastructure (OCI) has chosen AMD Instinct MI300X accelerators with ROCm open software to power its newest OCI Compute Supercluster instance called BM.GPU.MI300X.8. For AI models that can comprise hundreds of billions of parameters, the OCI Supercluster with AMD MI300X supports up to 16,384 GPUs in a single cluster by harnessing the same ultrafast network fabric technology used by other accelerators on OCI. Designed to run demanding AI workloads including large language model (LLM) inference and training that requires high throughput with leading memory capacity and bandwidth, these OCI bare metal instances have already been adopted by companies including Fireworks AI.

"AMD Instinct MI300X and ROCm open software continue to gain momentum as trusted solutions for powering the most critical OCI AI workloads," said Andrew Dieckmann, corporate vice president and general manager, Data Center GPU Business, AMD. "As these solutions expand further into growing AI-intensive markets, the combination will benefit OCI customers with high performance, efficiency, and greater system design flexibility."

Oracle today announced the first zettascale cloud computing clusters accelerated by the NVIDIA Blackwell platform. Oracle Cloud Infrastructure (OCI) is now taking orders for the largest AI supercomputer in the cloud—available with up to 131,072 NVIDIA Blackwell GPUs.

"We have one of the broadest AI infrastructure offerings and are supporting customers that are running some of the most demanding AI workloads in the cloud," said Mahesh Thiagarajan, executive vice president, Oracle Cloud Infrastructure. "With Oracle's distributed cloud, customers have the flexibility to deploy cloud and AI services wherever they choose while preserving the highest levels of data and AI sovereignty."

NVIDIA today announced a new wave of networking switches, the X800 series, designed for massive-scale AI. The world's first networking platforms capable of end-to-end 800 Gb/s throughput, NVIDIA Quantum-X800 InfiniBand and NVIDIA Spectrum -X800 Ethernet push the boundaries of networking performance for computing and AI workloads. They feature software that further accelerates AI, cloud, data processing and HPC applications in every type of data center, including those that incorporate the newly released NVIDIA Blackwell architecture-based product lineup.

"NVIDIA Networking is central to the scalability of our AI supercomputing infrastructure," said Gilad Shainer, senior vice president of Networking at NVIDIA. "NVIDIA X800 switches are end-to-end networking platforms that enable us to achieve trillion-parameter-scale generative AI essential for new AI infrastructures."

TrendForce underscores that the primary momentum for server shipments this year remains with American CSPs. However, due to persistently high inflation and elevated corporate financing costs curtailing capital expenditures, overall demand has not yet returned to pre-pandemic growth levels. Global server shipments are estimated to reach approximately. 13.654 million units in 2024, an increase of about 2.05% YoY. Meanwhile, the market continues to focus on the deployment of AI servers, with their shipment share estimated at around 12.1%.

Foxconn is expected to see the highest growth rate, with an estimated annual increase of about 5-7%. This growth includes significant orders such as Dell's 16G platform, AWS Graviton 3 and 4, Google Genoa, and Microsoft Gen9. In terms of AI server orders, Foxconn has made notable inroads with Oracle and has also secured some AWS ASIC orders.

Today at the "Advancing AI" event, AMD was joined by industry leaders including Microsoft, Meta, Oracle, Dell Technologies, HPE, Lenovo, Supermicro, Arista, Broadcom and Cisco to showcase how these companies are working with AMD to deliver advanced AI solutions spanning from cloud to enterprise and PCs. AMD launched multiple new products at the event, including the AMD Instinct MI300 Series data center AI accelerators, ROCm 6 open software stack with significant optimizations and new features supporting Large Language Models (LLMs) and Ryzen 8040 Series processors with Ryzen AI.

"AI is the future of computing and AMD is uniquely positioned to power the end-to-end infrastructure that will define this AI era, from massive cloud installations to enterprise clusters and AI-enabled intelligent embedded devices and PCs," said AMD Chair and CEO Dr. Lisa Su. "We are seeing very strong demand for our new Instinct MI300 GPUs, which are the highest-performance accelerators in the world for generative AI. We are also building significant momentum for our data center AI solutions with the largest cloud companies, the industry's top server providers, and the most innovative AI startups ꟷ who we are working closely with to rapidly bring Instinct MI300 solutions to market that will dramatically accelerate the pace of innovation across the entire AI ecosystem."