3. AMD targets internet hosting suppliers with reasonably priced EPYC 4005 processors
AMD launched new information middle processors that concentrate on hosted IT service suppliers. Introduced in Might, the EPYC 4005 collection is constructed with enterprise-class options and assist for contemporary infrastructure applied sciences at an reasonably priced value, the corporate stated. “The EPYC 4005 is a single socket platform and is thus designed with a ‘scale out’ technique in thoughts, applicable for small and medium enterprise necessities. The AM5 socket additional helps simplify the server design and [bill of materials] prices to maintain the system cost-effective,” stated Neil Shah, co-founder and vp for analysis at Counterpoint Analysis.
4. AMD patches microcode safety holes after unintended early disclosure
AMD issued two patches in February for extreme microcode safety flaws, defects that AMD stated “might result in the lack of Safe Encrypted Virtualization (SEV) safety.” The bugs have been inadvertently revealed by a associate, and AMD hustled to ship the patches. Matt Kimball, vp and principal analyst at Moor Insights & Technique, stated he believed AMD dealt with the scenario effectively: “It’s good to see AMD working with its neighborhood to resolve for these vulnerabilities rapidly. The quantity of labor that goes into offering a repair — and totally testing it — is intensive… It’s an unlucky actuality that these vulnerabilities discover their manner into methods, nevertheless it’s a actuality nonetheless. The actual measure of a vendor is how rapidly they reply to mitigating and nullifying these vulnerabilities. Within the case of AMD, the response was swift and thorough.”
5. AMD to construct two extra supercomputers at Oak Ridge Nationwide Labs
The collaboration between AMD and the U.S. Division of Vitality (DOE) on the Oak Ridge Nationwide Laboratory (ORNL) continues, with two extra supercomputers deliberate to affix the 2 that already are deployed. The 2 present methods at ORNL are Frontier, an all-AMD design, and Summit, an IBM/NVIDIA design. They are going to be joined within the subsequent few years by Lux AI and Discovery —two supercomputers that symbolize a mixed $1 billion funding of personal and public funding. “This partnership exemplifies public-private collaboration at its finest,” stated AMD chair and CEO Lisa Su in an announcement saying the information in October.
6. AMD/OpenAI pact means new enterprise IT choices
October’s announcement that OpenAI and AMD have struck a deal might imply that AMD chips might turn into a viable enterprise IT possibility. That’s excellent news contemplating the boundaries of Nvidia chip availability. Two firms stated they’d work collectively and that they’ve crafted “a 6 gigawatt settlement to energy OpenAI’s next-generation AI infrastructure throughout a number of generations of AMD Intuition GPUs. The primary one gigawatt deployment of AMD Intuition MI450 GPUs is about to start within the second half of 2026.” That probably means anyplace from 3.5 million to five million chips, based on Moor Insights & Technique. “AMD is now in a position to seed the market with loads of its GPUs,” stated Kimball of Moor Insights & Technique.
7. AMD continues to take server share from Intel
AMD continues to take market share from Intel, rising at a sooner fee and shutting the hole between the 2 firms to the narrowest it has ever been. Within the first quarter of 2025, AMD’s share of the server market rose to 27.2%, up sequentially from 25.7% and up year-over-year from 23.6% in Q1 of 2024, based on information from Mercury Analysis. Conversely, Intel continues to shed market share, falling to 72.8% in Q1 of 2025, down from 74.3% in This fall of 2024 and down from 76.4% in Q1 of 2024. Dean McCarron, president of Mercury, stated it’s largely a case of AMD rising sooner than Intel. “AMD’s progress fee within the quarter was multiples of Intel’s, leading to important server share features,” he stated in a analysis word.
8. DigitalOcean groups with AMD for low-cost GPU entry
Cloud infrastructure supplier DigitalOcean Holdings in June introduced a collaboration with AMD to supply DigitalOcean prospects with low-cost entry to AMD Intuition GPUs. DigitalOcean already provides entry to the Intuition GPUs however in naked metallic cases. It can now supply what it calls GPU Droplets, that are constructed on virtualized {hardware}. DigitalOcean provides a Kubernetes bundle that can be utilized with GPU Droplets ought to prospects wish to use a Kubernetes-based system, based on Bratin Saha, chief product and expertise officer of DigitalOcean.
