Sources: Microsoft is helping finance AMD's AI chip expansion and working with the chipmaker on Microsoft's own processor for AI workloads, codenamed Athena
and its own slate of newly introduced AI services — are requiring computing power at a level beyond what the company expected when it ordered chips and set up data centers.” https://www.bloomberg.com/... Ben Bajarin / @benbajarin : So it's semi-custom. Semi-custom is the new fully custom of the data center. https://twitter.com/... Dylan Patel / @dylan522p : Microsoft Athena is allegedly AMD, according to @business. Surprisingly given there was some chatter, it was GUC backend. It's H1 2024, so between MI300 and MI400. With that said, it's possible. $MSFT $AMD $NVDA @cyw60 https://twitter.com/... Dina Bass / @dinabass : Microsoft is working with AMD both on Microsoft's own AI GPU, code-named Athena, and on bolstering AMD's own efforts to become a second supplier of GPUs apart from Nvidia, sources tell @ianmking and me: https://www.bloomberg.com/...
Bloomberg is reporting that Microsoft is helping AMD finance an expansion into AI chips. Microsoft is also reportedly working with AMD on a homegrown AI processor. Perfect timing for Windows 12 https://www.bloomberg.com/...
AI requires unimaginable levels of compute “Microsoft's relationship with OpenAI — and its own slate of newly introduced AI services — are requiring computing power at a level beyond what the company expected when it ordered chips and set up data centers.” https://www.bloomberg.c…
Microsoft Athena is allegedly AMD, according to @business. Surprisingly given there was some chatter, it was GUC backend. It's H1 2024, so between MI300 and MI400. With that said, it's possible. $MSFT $AMD $NVDA @cyw60 https://twitter.com/...
Microsoft is working with AMD both on Microsoft's own AI GPU, code-named Athena, and on bolstering AMD's own efforts to become a second supplier of GPUs apart from Nvidia, sources tell @ianmking and me: https://www.bloomberg.com/...