LPDDR memory demand in the AI & server segment is going to outstrip smartphone demand massively in 2027, with next-gen platforms such as NVIDIA Rubin and AMD MI400 requiring way more DRAM to meet the needs of AI firms. AI LPDDR Demand Is Going To Push Back The Smartphone Market Massively, NVIDIA Rubin's Demand Alone To Exceed Both Samsung & Apple Incoming memory demand from Agentic AI use cases is going to be insane. We know that DRAM is going to retain its crucial status in powering upcoming AI servers, and future platforms are going to house more capacity as […]

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AMD has signed a major agreement with Meta, which involves the deployment of customized infrastructure that could be worth 'hundreds of billions'. AMD To Provide Next-Gen Venice & Verano CPUs to Meta, Alongside MI450 GPUs In a 6GW Commitment The race for next-gen AI infrastructure is more competitive than ever, with manufacturers like AMD/NVIDIA rushing to enter exclusive partnerships to secure customer capacity for their upcoming product lineups. A few days ago, we reported on NVIDIA's agreement with Meta for Vera Rubin AI racks, and the headline then was that Team Green snagged one of AMD's biggest customers. However, AMD […]

Read full article at https://wccftech.com/amd-puts-up-a-hefty-20-of-its-company-just-for-ai-deals/