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Последние новости и аналитика AMD | Yellow
Доверяйте Yellow.com для получения последних и наиболее надежных новостей и аналитики по AMD . Будьте в курсе точных обновлений, экспертных анализов и подробных статей о трендах и движениях на рынке AMD .
Новости
AMD Chases Nvidia With $14B Of Leased Watts, Not Just Faster Chips
Aug 02, 2026
AMD locked in more than $14 billion of 15-year data center leases with Core Scientific, securing power for the Helios AI racks it begins shipping this year. Key Points: Core Scientific will deliver roughly 530 megawatts across five U.S. campuses under 15-year terms AMD holds reservation rights on ne
Alloy Compute Splits AI Models Across GPUs And FPGAs For Faster Replies
Jul 31, 2026
Alloy Compute says it has built an AI inference system that splits language model work between AMD graphics chips and programmable accelerators to cut response times. Alloy Compute Splits Inference Workloads The company described the design on Jul. 31 as a disaggregated architecture, one that sends
Intel Stock Surges 11% After Q2 Earnings Blow Past Estimates On AI-Driven Demand
Jul 23, 2026
Intel delivered one of its most dramatic earnings surprises in recent memory on July 23, reporting second-quarter revenue of $16.1 billion against analyst estimates of $14.44 billion. The result sent shares jumping roughly 11% in after-hours trading, with some outlets tracking gains as high as 12%,
Warren Buffett Calls Markets A Gambling Den, Then Bets Big On AI
Jul 21, 2026
Warren Buffett publicly declared that today's stock market is being driven by gambling rather than fundamentals. In the same breath, the billionaire revealed he personally directed Berkshire Hathaway's multibillion-dollar stake in Alphabet, the parent company of Google, as a direct bet on AI's next
Helios Arrives: Can AMD's First AI Rack Crack Nvidia's 95% Monopoly?
Jul 20, 2026
AMD launched Helios, its first rack-scale AI system, on Monday, adding Microsoft as a buyer and mounting a direct challenge to Nvidia's 95% hold on data center GPUs. Key Points: Microsoft joins Meta, OpenAI and Oracle as Helios customers, with shipments to all buyers starting later this year. Each H
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