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EPYC CPU

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AMD AI-infrastructure growth and supply chain expansion

30 clusters · 166 sources · last updated 2 days ago

Latest: HBM spending in AI chips projected to reach 63% share by late 2025

By late September 2026, AMD achieved a historic milestone as its market capitalization surpassed $1 trillion, driven by intense interest in artificial intelligence infrastructure. To secure GPU supply, AMD issued warrant