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AMD and Cerebras are claiming 5x higher tokens per watt from their new disaggregated inference tie-up.
AMD says Helios beats Nvidia's Vera Rubin on four counts, but the memory wins are rack-level and verifiable, while the 15% FP4 win is per-GPU, even as Nvidia pulls ahead in rack-level compute.
AMD's Zen 6 Venice EPYC is a 2nm, 256-core, 512-thread juggernaut which comes into play at the same time as Nvidia is gunning for the data center CPU market.
AMD's MI400 launch release contains a single performance number, and it's a double-precision one.
Nvidia reveals deepest Vera CPU disclosure yet: 88 custom Olympus cores with internally measured SPEC CPU 2026 numbers that show it winning against rivals.
Intel has endured its ups and downs over the last few decades
AMD is moving away from HBM to LPDDR5x for its SoCs as AI hyperscalers continue to snap up all available wafers of the former.
