cnbc Rumor: Microsoft working with AMD on A.I. chip push

[UltraMega]

Quote

AMD shares rose as much as 12% on Thursday following a media report claiming the chipmaker was working with Microsoft on a new artificial-intelligence processor. AMD stock was up 6% at the end of the day's trading session.

 

Microsoft's top competitors in the cloud infrastructure market, Amazon and Alphabet, both have their own specialized chips that software developers can use to train models. But Microsoft to date has not released a special-purpose AI chip. The one in development in partnership with AMD carries the code name Athena, and it will be able to train models and make inferences on new data, Bloomberg reported.

 

Nvidia shares moved lower following the report. Like other large technology companies, Microsoft relies on Nvidia graphics processing units to run AI models.

AMD and Microsoft both declined to comment on the report.

AMD jumps on report Microsoft is collaborating on A.I. chip push

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Unlike top U.S. cloud competitors Amazon and Google, Microsoft hasn't launched a chip that developers can use to train artificial-intelligence models.

 

It would make sense; Microsoft wants even competition in the hardware space. Lifting up AMD to better compete with Nvidia will be good for overall prices for AI hardware. 

Edited May 5, 2023 by UltraMega

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