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Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge – sources
The move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear, and server processors, giving suppliers greater leverage to seek long-term purchase deals
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siliconangle.com
Server processor market: How AMD surged to 46% - SiliconANGLE
Server processor market share for AMD has surged from 8% to 46%, driven by a savvy hybrid AI strategy, ROCm software, and strong partnerships.
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dawn.com
AMD to sell Anthropic tens of billions in AI servers, invest up to $5bn in startup
Anthropic will buy up to two gigawatts of AMD's latest-generation Instinct MI450 chips, starting in the first half of 2027.
