The records behind this event
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Chip
AMD Instinct MI355X
CDNA4 on 3 nm: 288 GB HBM3E, FP4/FP6 support, and Blackwell-class ambitions.
Launched June 2025, the MI355X moves AMD to TSMC N3P and 185 billion transistors, adds FP4 and FP6 datatypes, and carries 288 GB of HBM3E at 8 TB/s. AMD's published figures (10.1 PFLOPS FP8, 20.1 PFLOPS FP4) put it in direct contention with Blackwell, and OpenAI, Meta, Microsoft and Oracle all appeared as named customers or partners during 2025. The…
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Company
AMD
The credible second source: Instinct GPUs, EPYC CPUs and the ROCm stack.
Under Lisa Su, AMD went from near-bankruptcy to the industry's main alternative to NVIDIA: Instinct MI300-series accelerators won Microsoft, Meta, Oracle and OpenAI as customers, EPYC took large x86 server share from Intel, and the 2022 Xilinx and 2023 ZT Systems acquisitions added FPGAs and rack-scale engineering. The October 2025 OpenAI agreement, up to 6…
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