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@modal: Are we going to be compute constrained for another decade? What are the tokenomics of Kimi K3? What’s holding up the AM…

X AI KOLs Following · yesterday Cached

SemiAnalysis founder Dylan Patel will speak at the Runtime event to discuss compute constraints, Kimi K3 tokenomics, and AMD supply chain issues. Applications to attend are open.

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#amd

AMD to Acquire AI Chip Startup Taalas (4 minute read)

TLDR AI · 2d ago Cached

AMD has reached a definitive agreement to acquire Toronto-based AI chip startup Taalas, which specializes in hardwiring AI models onto custom silicon for efficient inference. The deal aims to strengthen AMD's AI portfolio with differentiated inference performance and efficiency.

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#amd

@QuixiAI: Inference hardware keeps getting squashed. I get wanting an exit. But we need these cards mass produced and in consumer…

X AI KOLs Following · 2d ago Cached

QuixiAI comments on Taalas Inc joining AMD, expressing hope that high-performance inference hardware becomes available to consumers rather than being reserved for data centers, quoting Taalas's acquisition announcement.

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#amd

AMD acquires Taalas to boost inference performance by etching models in silicon

Hacker News Top · 2d ago Cached

AMD acquires AI chip startup Taalas, which etches model weights directly into silicon, promising order-of-magnitude inference performance boosts. The deal is seen as AMD's move to challenge Nvidia's dominance in AI hardware.

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#amd

AMD’s datacenter business is booming while gaming takes a backseat

The Verge · 4d ago Cached

AMD's Q2 2026 earnings show data center revenue surging 107% YoY to $6.7 billion on AI demand, while gaming revenue fell 31% due to component shortages and price hikes. Overall revenue hit a record $11.5 billion, up 50% YoY.

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#amd

@QuixiAI: "Your evidence substantially supports the claim that NVIDIA intentionally shaped its software ecosystem to make valuabl…

X AI KOLs Following · 2026-08-01 Cached

The tweet shares evidence that NVIDIA intentionally shapes its software ecosystem to make newer workflows appear Blackwell-exclusive while leaving Ampere paths unsupported, advising users to wait before upgrading and suggesting NVIDIA's moat is weakening in favor of Intel and AMD.

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#amd

@AMDRyzen: The latest Blender 5.2 LTS used by Hermes agent desktop running on cloud models still needs a powerful CPU. Learn how A…

X AI KOLs Timeline · 2026-07-30

AMD highlights that running cloud models for Blender and Hermes agent desktop still needs a powerful CPU, promoting Ryzen AI Agent Computers as the platform.

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#amd

New AMD Linux patch boosts low-end gaming performance on Steam Deck

Ars Technica · 2026-07-29 Cached

A new AMD Linux kernel patch improves low-end gaming performance on Steam Deck by monitoring core workloads and temporarily setting busy cores to performance mode, resulting in up to 31.8% improvement in 1% low FPS in Civilization VI.

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#amd

@AMD: From bring-up to tuning, AMD and @OpenAI engineers are sharing insights to push performance further. Go behind the coll…

X AI KOLs Timeline · 2026-07-28 Cached

AMD and OpenAI engineers collaborate to share insights on performance optimization, featuring a behind-the-scenes look with OpenAI's VP of Compute Strategy, Sachin Katti.

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#amd

4GB graphics cards are back

The Verge · 2026-07-28 Cached

ASRock announces the Radeon RX 9050 with 4GB VRAM, the first modern GPU in years with such low memory, likely targeting budget builds due to component shortages.

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#amd

@TIME: What's the biggest bottleneck in AI today? Not just chips or energy, but constraints across the entire stack, says Chir…

X AI KOLs Timeline · 2026-07-27 Cached

Chirag Dekate discusses that the biggest bottleneck in AI spans the entire stack, not just chips or energy, during AMD's Advancing AI event.

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#amd

AMD just hit 46% server CPU revenue. Are they back ?

Reddit r/ArtificialInteligence · 2026-07-27

AMD has achieved a 46% revenue share in x86 server CPUs, up from nearly zero in 2017, driven by its new Venice processors that offer 2.2x performance per core over Nvidia's comparable chip. The shift highlights a growing preference for modular CPU+GPU setups in AI agentic workloads over Nvidia's vertically integrated racks.

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#amd

World's First(?) Underwhelming AMD Ryzen AI Halo Cluster

Reddit r/LocalLLaMA · 2026-07-26

A report on building the world's first cluster of AMD Ryzen AI Halo processors, which turns out to be underwhelming despite its novelty.

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#amd

AMD Instella-MoE-16B-A3B

Reddit r/LocalLLaMA · 2026-07-24

AMD released an open-source Mixture-of-Experts model Instella-MoE-16B-A3B on HuggingFace.

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#amd

@TIME: Language models understand words. World models could help AI understand the world itself. TIME's Tharin Pillay spoke wi…

X AI KOLs Timeline · 2026-07-24 Cached

TIME highlights the concept of world models as a step beyond language models for AI understanding, featuring a conversation with Oliver Cameron of Odyssey at AMD's Advancing AI event.

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#amd

@TIME: Open models shouldn't be viewed through a geopolitical lens, says Matt White, global CTO of AI at The Linux Foundation,…

X AI KOLs Timeline · 2026-07-24 Cached

Matt White, global CTO of AI at The Linux Foundation, argued at AMD's Advancing AI event that open models should not be viewed through a geopolitical lens, emphasizing that once open, they are for everyone to build on.

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#amd

@TIME: "Commoditize the petaflop." @__tinygrad__ founder George Hotz says more competition—not monopolies—is the path to cheap…

X AI KOLs Timeline · 2026-07-24 Cached

At AMD's Advancing AI event, tinygrad founder George Hotz argued for commoditizing petaflops and increasing competition to lower AI compute costs, opposing monopolies.

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#amd

AMD's Instinct MI455X: Aiming for the Sun

Hacker News Top · 2026-07-24 Cached

AMD introduces the Instinct MI455X GPU, its first AI accelerator designed for rack-scale deployments, built on the new CDNA5 architecture with up to 40.26 PFLOP of performance, 432 GB of HBM4 memory, and the Helios rack-scale solution enabling 72-GPU pods.

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#amd

AMD inks deal with AI chip startup Cerebras

Reddit r/artificial · 2026-07-23

AMD has signed a deal with AI chip startup Cerebras, signaling a strategic partnership in the AI hardware space.

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#amd

amd/Instella-MoE-16B-A3B-Think

Hugging Face Models Trending · 2026-07-23 Cached

AMD releases Instella-MoE, a fully open 16B-parameter Mixture-of-Experts language model with 2.8B active parameters, trained from scratch on AMD Instinct GPUs and released across all training stages from pre-training to reinforcement learning.

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