SambaNova Pits Its Engineering Against Nvidia For Agentic AI
… Rowe Price kicking in some dough. …
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Some More Game Theory, This Time On The AMD-Meta Platforms Deal
… Eight more deals like this, and ten companies will own 100 percent of the stakes in AMD within five years. …
Riding The Memory Boom And Trying To Avoid The Bust
… Micron no doubt does not want to do a lot of such SCA deals because it limits its pricing levers. But it probably is a good thing to ink a few such deals so it can confidently build out a capacity expansion plan and fund it. …
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…In March of this year, Oracle inked a deal with AMD to deploy a cluster in its Oracle Cloud Infrastructure public cloud that would have 30,000 of AMD’s “Antares+” MI355X…