Microsoft, Amazon, and Meta have ramped up development of proprietary AI chips, reducing dependency on off-the-shelf solutions like those offered by AMD. The shift to custom silicon has benefited ...

Lisa Su, CEO, AMD's Q4 '24 Earnings Call Q&A. Moreover, AMD's management had nothing to provide regarding AI revenue except it was pulling in its MI350X launch from 2H '25 to mid-2025. So as it ...

TL;DR: AMD plans to launch its Instinct MI350 AI accelerator in mid-2025 and the MI400 in 2026, aiming for significant AI revenue growth. The MI350 will feature TSM's 3nm process and 288GB of ...