AMD and TCS Collaborate to Enhance AI Infrastructure in India
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 14 hours ago
0mins
Should l Buy AMD?
Source: Yahoo Finance
- Strategic Collaboration Expansion: AMD and TCS are co-developing AI infrastructure based on the AMD 'Helios' platform to support India's national AI initiatives, which is expected to significantly enhance enterprises' AI deployment capabilities and operational efficiencies.
- High-Performance Computing Platform: The newly deployed 200MW 'Helios' architecture will leverage AMD Instinct™ MI455X GPUs and EPYC™ 'Venice' CPUs, aiming to provide enterprises with an efficient AI training and inference platform, thereby accelerating digital transformation across industries.
- Data Center Blueprint: The two companies will offer an AI-ready data center blueprint supporting 200MW capacity, aiming to collaborate with hyperscalers and AI companies to accelerate data center build-outs in India, further promoting the adoption of AI technologies.
- Long-Term Strategic Vision: This collaboration marks AMD's first 'Helios' infrastructure deployment in India and aims to provide advanced infrastructure solutions for AI companies and global enterprises, facilitating deeper participation in the AI ecosystem.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 205.940
Low
210.00
Averages
289.13
High
377.00
Current: 205.940
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, GPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Data Center Blueprint: The companies will offer an AI-ready data center blueprint supporting up to 200 MW of capacity, planning to collaborate with hyperscalers and AI firms to accelerate data center build-outs in India, addressing the increasing demand for computing resources.
- Infrastructure Co-Development: TCS, through its subsidiary HyperVault, will co-develop an AI infrastructure design based on the 'Helios' platform to support India's national AI initiatives, aiming to provide scalable AI deployment solutions for enterprises.
- Market Share Growth: According to Arista Networks, AMD's share in the AI chip market is rising, with approximately 20% to 25% of recent chip deployments opting for AMD, while Nvidia is projected to dominate with 99% of the market by 2025, indicating AMD's competitive potential.
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See More
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See More
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