AMD
AMD will use 2.5GW of Core Scientific's compute capacity to spur demand for its latest-generation GPUs.
AMD says it will start ramping shipments from Q3
"This is a go-to-market partnership, not a supplier arrangement". Oh.
New Zenith supercomputer will power research into "interoperable AI".
Chipmaker is co-designing a GPU accelerator with and for Meta, which is buying 6GW-worth of AMD hardware.
AMD warned of supply shortages in February, despite CEOs assurances.
Hardware manufacturers are shipping specialised AI chips for everyone, from data centres to consumers.
Meta could own 10% of AMD, depending on how many chips it actually buys and other preconditions.
Lisa Su: "We're getting a lot of input from customers on things to test..."