The AMD history It is full of ups and downs. They started by blatantly copying Intel, they had some of their best models at the beginning of the century, they were made with ATI and they went through hell while Intel dominated with the Dual and Quad Core. A few years ago, they took their Ryzen out of their sleeveswith those who have even managed surpass your great competitor. Now they want to become essential for the United States, which seeks to be “sovereign” in artificial intelligence.
Their weapons? Two supercomputers that will help the US achieve its objective. And the ambition is… enormous.
AI Action Plan. The United States is investing a huge amount of money with one goal: achieve superintelligence before China. The truth is that the two countries are competing in the same sector, but with radically opposite objectives. The US wants to get that AGI while China is looking for a cheap and functional AI to monetize as soon as possible.
With that in mind, the US government launched an initiative designed to maintain and expand leadership in AI. Thus, the AI Action Plan seeks that advances in this segment be discovered, developed and deployed in US territory, strengthening both national security and the country’s competitive position.
Billionaire strategy. It is something that costs a ‘mortar’ of money, but being a capital objective allows the funds to appear for the companies involved. And a billion just ended up in AMD’s coffers. As the company and the United States Department of Energy have release$1 billion in public and private funding will create a “secure, federated, standards-based infrastructure for U.S. sovereign science and AI.”
Lisa Su is the CEO of AMD and he commented that his two new tools will allow “advance in the country’s most critical priorities in science, energy and medicine.” In addition, he has extolled the “power” of public-private partnerships. And they’ve shared some details about those tools.
Lux AI. On the one hand, the Lux AI supercomputer. Jointly developed by ORNL, AMD, Oracle Cloud Infrastructure and HPE, this equipment will be deployed in early 2026 as the first “AI Factory” supercomputer designed to train, tune and deploy fundamental AI models to accelerate scientific innovation.
It will be driven by the AMD EPYC CPU and for the Instinct MI355X GPUand if with the above it was not very clear what it will do, in the statement they point to an approach to discover revolutionary materials (that can be used in new energy systems in which China leads with an iron fist), accelerate energy innovation, transform biology and biosafety and strengthen both national security and resilience. It’s still quite abstract, really.
discovery. On the other hand, the Discovery supercomputer. The GPUs it will use will be the Instinct MI430X, but the CPUs have not yet been presented. AMD says they will be a next-generation EPYC codenamed ‘Venice’, and the set is designed for the nation to train, simulate and deploy AI models.
The idea is that it will enter service sometime in 2028 and its function will be to run AI models that, for example, have been trained with Lux. Thus, thanks to enormous bandwidth, it will be able to boost AI to make discoveries in energy, biology, advanced materialsnational security and manufacturing innovation. Translation: It is expected to help design next-generation reactors, batteries, catalysts, semiconductors and critical materials.
Something interesting that AMD has highlighted is that the applications developed for Frontier (another of the United States supercomputers) can be easily transferred to Discovery because it maintains the same programming environment.
AMD and Intel as tech pivots. Apart from the United States, the great beneficiary of this operation will be the Oak Ridge National Laboratorynew home for both Lux and Discovery when their development is complete. And, apart from the new AMD supercomputers, this operation underlines that the United States considers these companies vital, along with Intel or Apple.
Not in vain, Intel has been the star of one of the most ‘curious’ news stories in recent years as it is the first company since the 2008 crisis in which the US Government intervenes. 5 billion dollars to turn it into the country’s semiconductor “factory.” A factory that even It could be the safe passage of an Apple that it must manufacture in the US if it wants to avoid tariffs.
In the end, the 1 billion for AMD is not an isolated case, but rather a United States that is focusing on development of a technology that seems to be the one that sets the standard in world research at the moment.
Image | amd
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