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As the Senior Analyst, Graphics at Tom's Hardware, Jeff Kampman covers everything that has to do with graphics cards, gaming performance, and more. From integrated graphics processors to discrete graphics cards to the hyperscale installations powering our AI future, if it's got a GPU in it, Jeff is on it.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-25/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jeffrey Kampman Senior Analyst, Graphics As the Senior Analyst, Graphics at Tom's Hardware, Jeff Kampman covers everything that has to do with graphics cards, gaming performance, and more. From integrated graphics processors to discrete graphics cards to the hyperscale installations powering our AI future, if it's got a GPU in it, Jeff is on it.
Zaranthos Nvidia profits have undoubtedly lit a fire under AMD like never before. The pie has grown so massive everyone wants a bite out of that pie. The competition usually makes both better. AMD has done very well and has probably been slowly gaining on Nvidia recently and with their upcoming products. If they can continue to improve on the developer, software, and interconnect areas they should provide some solid competition. Reply
DS426 Against this backdrop, Microsoft and AMD are teaming up to get Redmond more AI FLOPS for both internal and external use. More AI FLOPS for more AI slops. :LOL: Reply
alan.campbell99 Once again the large person on a bus analogy comes to my mind with the mention of 'insatiable demand' as well as backstop deals. Reply
Findecanor An AI supercomputer named Helios? Now where have I heard that before? Surveillance capitalism, utopia or the collapse of society? … Reply
watzupken MS: Let's deploy at scale! Power company: Sorry mate, you are maxing out the grid. MS: Let's just deploy them in our data centers first then. Building company: Sorry mate, your data center is not ready either. Big tech likes to give the impression that they are doing MASSIVE investments to continue milking the AI hype. But their actions speaks otherwise and the physical limitations are conveniently ignored. Reply
Pierce2623 watzupken said: MS: Let's deploy at scale! Power company: Sorry mate, you are maxing out the grid. MS: Let's just deploy them in our data centers first then. Building company: Sorry mate, your data center is not ready either. Big tech likes to give the impression that they are doing MASSIVE investments to continue milking the AI hype. But their actions speaks otherwise and the physical limitations are conveniently ignored. They might not get deployed but the GPUs are getting bought. They then pay Nvidia/AMD to store them until they can deploy. They’re doing that because they don’t want to spend the money on the construction unless they know for a 100% fact they have already the compute to deploy into it. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-will-deploy-amds-helios-rack-scale-ai-accelerator-at-scale-on-azure-radeon-instinct-mi455x-and-epyc-venice-power-will-be-available-through-redmonds-cloud-infrastructure#main
- https://www.tomshardware.com/subscription
- Government can seize private land to make way for new AI data center transmission lines, report says — takeovers could be implemented using eminent domain law w
- NVIDIA Nemotron Achieves Benchmark-Leading Performance With LangChain Deep Agents Harness
- Kimi K3 rocks the AI industry as Moonshot AI undercuts closed-source American competitors on price — but the huge 2.8T open-weight model still needs serious har
- NVIDIA Vera Rubin Maximizes Intelligence per Dollar for Post-Training Workloads — a Key Metric for Agentic AI
- ‘Phantom Twist’ drone spins so fast that it is nearly invisible — flying device adds motion blur to the real world
Informational only. No financial advice. Do your own research.