Cowlpane has published 17 articles on amd — primarily in Tech, Crypto, AI , with coverage from 2026. Sourced from global financial publications.
By rejecting a $9B all‑stock buyout and betting on AMD, Core Scientific is reshaping the future of Bitcoin mining infrastructure.
AMD's massive surge in data center sales signals a structural shift in AI spending that forces investors to re-evaluate the semiconductor landscape.
AMD's acquisition of Taalas moves AI from flexible software to rigid silicon, trading versatility for 16,000 tokens per second speeds.
AMD moves to hardwire AI models into silicon, challenging NVIDIA's grip on the rapidly growing inference market.
AMD's 107% data center revenue jump signals a massive shift in the AI chip landscape, challenging Nvidia's dominance.
Moonshot AI's Kimi K3 delivers superior performance-per-dollar on AMD hardware, challenging Nvidia's Blackwell moat in the enterprise sector.
Porting the RADV driver to Windows threatens the Linux-first dominance of high-performance open-source graphics stacks.
AMD challenges Nvidia's dominance as the AI race shifts from large language models to integrated systems of intelligence and massive energy grids.
AMD pivots toward integrated platforms for autonomous systems, aiming to capture the emerging market for physical AI computing.
AMD pivots from a secondary alternative to a primary AI platform contender, threatening Nvidia's dominant market position in accelerated computing.
Nutanix and AMD are in a partnership that could slash enterprise AI costs, reshaping the cloud vendor race.
AMD targets the enterprise data center market with its new Instinct MI455X, aiming to break NVIDIA's stranglehold on AI training workloads.
The AI arms race moves beyond individual GPU benchmarks to a battle for integrated, rack-scale computing platforms.
AMD scales its AI infrastructure via a Cerebras partnership to deliver ultra-low latency inference for cloud providers.
Anthropic's multibillion-dollar AMD partnership signals a massive shift in the AI hardware arms race as compute demand outruns supply chain capacity.
Microsoft adopts AMD's Helios reference design, signaling a strategic pivot in the cloud arms race to diversify away from single-vendor reliance.
AMD abandons its survival-focused processor playbook to challenge NVIDIA's dominance in the high-stakes AI accelerator market.