AMD Instinct MI440X - CDNA 5 Enterprise GPU
Complete specs and analysis of the AMD Instinct MI440X - a CDNA 5 enterprise GPU with 432GB HBM4, 19.6 TB/s bandwidth, and TSMC 2nm compute chiplets.
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AMD Instinct MI300X
AMD Instinct MI300X specs, benchmarks, and real-world performance data. 192GB HBM3, 5,300 GB/s bandwidth, 2,610 TFLOPS FP8 on CDNA 3 chiplet architecture.
AMD Instinct MI350X
AMD Instinct MI350X specs and performance estimates. 288GB HBM3e, ~6,000 GB/s bandwidth, ~3,600 TFLOPS FP8 on CDNA 4 architecture at TSMC 3nm.
DeepSeek Locks Nvidia and AMD Out of V4 - Gives Huawei a Head Start
DeepSeek has denied Nvidia and AMD pre-release access to its upcoming V4 model while granting Huawei and domestic Chinese chipmakers a multi-week optimization window, signaling a strategic pivot toward building a parallel AI software ecosystem on Chinese silicon.
Meta Signs Multibillion-Dollar Deal to Rent Google TPUs - Completing a Three-Way Chip Strategy
Meta has agreed to rent Google's Ironwood TPUs through Google Cloud to train next-generation AI models, adding a third major chip supplier alongside Nvidia and AMD in a single month.
AMD Pours $250 Million Into Nutanix to Build an Open AI Stack That Bypasses Nvidia
AMD invests $250 million in Nutanix to co-develop an open enterprise AI platform using Instinct GPUs, EPYC CPUs, and ROCm - directly challenging Nvidia's CUDA lock-in.
