AMD

Nvidia has just presented the definitive chip against Intel and AMD. There is a problem: Windows

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The Nvidia processor for PC is the “the wolf is coming” of consumer technology. The company has been the reference for years in GPUs for gamers and flirted with SoCs thanks to the Tegra chips (which are what give life to both nintendo switch like to nintendo switch 2), but for computers they still couldn’t find a way to get equipment with 100% Nvidia guts. That just changed with the presentation of RTX Spark chips. It is a SoC that directly attacks the binomial Windows PC = Intel or AMD CPUone that is positioned as the alternative to those traditional options and that is specifically designed to compete for the heart of the consumer PC. Specifically, for laptops. Now, although Microsoft and Nvidia have been generating excitement for a few days and pointing out that it is the new era of the PC, there is a problem. Windows. The brake is no longer silicon, it could be Windows The theory is very interesting. RTX Spark combines a CPU Grace up to 20 cores that it has developed together with MediaTek (this is curious) with an RTX Blackwell GPU with 6,144 cores. TSMC (how could it not be otherwise) has given life to chip in a 3 nanometer lithography. Not only is it powerful, but it has up to 128 GB of unified memory (the same design that we see in Apple Silicon) and an interface NVLink which allows communication between RAM, CPU and GPU to be very, very fast. Nvidia talks about rendering heavy 3D scenes on laptops, running models with 120 billion parameters, and at the same time running games at 1,440p above 100 FPS with DLSS and ray tracing. The best? That Jensen Huang stood out at the Computex conference showing this in very thin and light laptops. It is the same strategy that Qualcomm follows. own Microsoft has already presented a Surface with RTX Spark and it is an architecture that makes a lot of sense in the universe of current light but powerful laptops… and also in desktop computers like a mac mini or of a mac studio. And, compared to the more traditional PC industry, the GPU is estimated to be in the range of a RTX 5070 for laptops. In the absence of testing it, it is undeniable that it looks good and that, although there are data that are not so favorable (such as bandwidth when compared to the most powerful Apple), it is a good addition to a segment in which, if we left the Intel/AMD duo, the only one that was trying was Qualcomm with devices like the Snapdragon X Elite. And there is the key: RTX Spark, like Qualcomm chips, is focused on being the heart of a Windows that is at its brightest. Because RTX Spark is a chip with ARM architecture and, although in office tasks Windows ARM It moves well, under more demanding tasks is when it begins to not be up to par. Microsoft’s system, which they themselves know is not at its best level of popularity due to the whole issue of AI features, has many shortcomings in its ARM version when it comes to gaming, precisely what Nvidia is promoting. It is also not the best optimized on laptop computers, something that is being seen with type machines. Steam Deck. The heart of the new Surface We are seeing it in recent years with PC-console asus, MSI either Lenovo: The hardware is good, but Windows drags down the experience significantly. The paradox is that the Steam Deck, being the least capable on paper, is usually more recommended precisely because it avoids Windows and relies on a system much more fine-tuned for that format. With RTX Spark, the two companies say they have been working for a long time to solve those problems and make this time, Windows on an ARM chip feel different with support for games with anticheat and native for personal agents. We will see in practice what ends up arriving, but two things are clear here. The first is that Microsoft gains aggressive hardware to compete face to face against Apple in the field of very powerful laptops with long battery life. The second is that Qualcomm is no longer alone in that corral and now it will be very interesting to see what hardware it responds with. Because Nvidia already has the chip, the CUDA ecosystem and agreements with all manufacturers, as well as the support of the giant TSMC. The “weak” link, therefore, is not silicon, it is a Windows on ARM that has improved a lot in recent yearsbut that is the element that will have the most to prove. In Xataka | Graphic muscle for Windows and a slam of the door on Android: the exclusivity toll that Nvidia demands with its new ARM architecture

AMD has made a decision that until now seemed impossible

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Lisa Su, AMD’s CEO, visited Samsung’s campus in Pyeongtaek, South Korea, in March. At that time, some Asian media considered the possibility that the purpose of this visit was to negotiate an agreement. about 2nm node from this semiconductor manufacturer. And it has just been confirmed: according to DigiTimes AsiaSamsung is going to manufacture 2nm chips for AMD. We still don’t know for sure what products these will be, but they will possibly be next-generation processors. EPYC Venice and Summer. Venice will incorporate Zen 6C cores and will be able to integrate a maximum of 256 cores distributed in eight CCDs (Core Complex Die). An important note: CCDs incorporate the cores and the cache memory subsystem, among other essential elements of the CPU. On the other hand, the EPYC Verano processors will arrive in 2027 and will work hand in hand with the Instinct MI500 GPUs in data centers to artificial intelligence (AI). Curiously, when AMD presented the EPYC Venice family in April 2025, it announced that TSMC would manufacture these chips in its 2nm node. Nvidia dominates the AI ​​GPU market, but AMD is doing increasingly better in this sector. And the company led by Lisa Su has closed the first quarter of 2026 with revenues of 10.25 billion dollarsa figure that represents an increase of 38% compared to the same period in 2025. Its data center division has invoiced 5.8 billion dollarswhich represents a growth of 57% compared to the same stage last year. These figures reflect an unappealable reality: sales of EPYC processors and Instinct GPUs are growing. TSMC can die of success The agreement that AMD and Samsung have agreed upon has arrived just a week after the leak that maintains that Apple is exploring the possibility that Intel and Samsung manufacture the advanced chips for their devices in the US. In all likelihood, the loss of influence and priority in the TSMC production chain that it has maintained for more than a decade has led to this decision. Now Nvidia has these privileges. The agreement that AMD and Samsung have agreed upon does not imply that Lisa Su’s company will stop being a TSMC client Whatever the agreement that AMD and Samsung have agreed upon, it does not imply that Lisa Su’s company will stop being a TSMC client. At least not in the medium term. In all likelihood, what AMD is looking for is to diversify and increase its production capacity in a context in which Nvidia and Apple largely monopolize TSMC’s 2nm nodes. The latter are so in demand not only by Nvidia and Apple, but also by Qualcomm, Google or AMD itself, that they cannot cope. TSMC is doing very well, there is no doubt, but everything seems to indicate that its inability to satisfy the demand of its most advanced nodes is going to cause it to lose certain orders from some of its customers. Of course, Samsung has a big challenge ahead to build customer loyalty and attract more chip designers to its 2nm nodes. Currently the per wafer performance of its 2nm nodes ranges around 55%so it is below the 60% threshold that needs to be reached to ensure node profitability and attract more customers. The per-wafer performance of TSMC’s 2nm nodes, however, ranges between 60 and 70%which places this Taiwanese company, which is Samsung’s biggest competitor and the leader of the chip manufacturing industryin a very favorable position when it comes to attracting new clients. Image | amd More information | DigiTimes Asia In Xataka | Apple had been able to maintain prices despite the crazy rise in RAM. That’s over

Samsung is NVIDIA’s best friend. AMD just got into the relationship and TSMC looks askance

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Lisa Su has been at the head of AMD since 2014. Captaining such an important ship, it is assumed that on some occasion he will have visited one of its main component suppliers. But it turns out that, in his role as CEO, he had never traveled to South Korea, home to one of the world’s leading foundries. The journey has paid off and AMD turns with latest generation memory. But the one who is happiest is the one who is going to allow AMD and NVIDIA to create their new platforms for AI. Samsung. Visiting. In Pyeongtaek, south of Seoul, is one of the main factories from Samsung. The South Korean company is expanding and has the objective of becoming one of the names of the American industry while maintaining its local muscle, and the plant inaugurated a few years ago is an example. This is how Samsung makes money: the secret is in the IPHONE As it could not be otherwise in these times, the facility is focused on the creation of memory chips to power the AI ​​hardware. SK Hynix and Micron are the two big competitors of Samsung in this field and are also opening and purchasing plants to increase their memory production. And AMD wants a piece of that pie because Samsung is, right now, the main supplier of next-generation memory. The agreement. The trip, apart from seeing the facilities, was the perfect setting to make the announcement that Samsung was will convert in the main memory supplier HBM4 from AMD. Specifically, the Instinct MI455X GPU, the next generation of the American company. Because when we talk about GPUs for AI, we talk more about NVIDIA (which also they just presented news) because they are pulling with everything (and in all sectors), but AMD is the other big one that doesn’t want to be left out of the conversation. They are achieving billion-dollar agreements with companies like Metathey have some growth forecasts stratospheric and although far from NVIDIAthey want to be in charge of providing the hardware for AI. Happy managers | Photo: Samsung HBM4. That Samsung is the one that supplies the HBM4 memory to AMD is great news for them because they are the ones that, at least for the moment, have the most refined manufacturing process for this type of memory. In the past they had already supplied the HBM3E for AMD’s current MI350X and MI355 accelerators, but the new agreement means that they will access the same type of memory as their own Samsung exclusively supplies -for now- to NVIDIA. Memory is not everything, obviously, but it plays a fundamental role. The higher and faster bandwidth, the more data per second it can handle. Think of this memory as a very wide and perfectly paved highway. And Samsung was the only one that had managed pass demanding NVIDIA tests for your new architecture Vera Rubin. Samsung at its best. And in this agreement it is evident that both parties win, but Samsung is achieving extreme recognition in recent months. Achieving the agreement first with NVIDIA and now with AMD implies that they separate from their main rivalalso South Korean SK Hynix, which is somewhat further behind with the development of its HBM4 chips. But, furthermore, the release AMD indicates that Samsung will also supply DDR5 memory to AMD’s EPYC servers and the possibility of them manufacturing some of AMD’s future chips has been discussed. Because Samsung manufactures memory, yes, but also other processors. There they have their own Exynos for the Galaxy S26but in the past they manufactured the most powerful Qualcomm Snapdragons and it has been proposed again that the South Korean company be the one make 2 nanometer chips from Qualcomm. On the other hand, they have already won a contract of more than 16,000 million with Tesla to create chips focused on AI. It is clear that TSMC is the main foundry in the world, but Samsung is determined to be one of the main hammers with which to build the future of AI. And, speaking of the king of Rome, the agreement means that Samsung manages to take over TSMC and AMD achieves a second role to reduce its dependence on the Taiwanese company. because there We already know that there is a best friendand it is undoubtedly NVIDIA. In Xataka | “It’s not a temporary squeeze, it’s a tsunami”: we are seeing live how the cheap smartphone disappears

Meta has been buying chips from NVIDIA and AMD for years. Now it also makes its own so as not to fall short

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Meta has not thrown in the towel with its MTIA (Meta Training and Inference Accelerators) chips. And although they didn’t have it all on their sidestopping depending on NVIDIA is a very juicy candy to jump to conclusions. For that very reason, They have presented a roadmap of four new chips with which the company intends to accelerate both its content recommendation systems and its generative AI capabilities. The first chip is now operational; The other three will arrive before the end of 2027. Below are all the details. Dependence. For years, Meta has relied almost entirely on NVIDIA and AMD to power its data centers. The development of our own silicon is complicated, but if it is achieved, it can be a very successful financial and strategic bet in these times. According to statements According to its vice president of engineering, Yee Jiun Song, designing its own chips allows the company to “eliminate what we don’t need,” which directly translates into cost reduction. Added to this is greater independence from possible price variations or supply restrictions. Which is exactly what you have announced. The four new chips are the MTIA 300, 400, 450 and 500. Each one has a different use: The MTIA 300 is already in production and is intended to train the algorithms that decide what content Facebook and Instagram users see. The MTIA 400 (known internally as Iris) has completed laboratory testing and is en route to data centers. Meta claims that it offers performance “competitive with leading commercial products,” according to its official statement. The MTIA 450 (Arke) will double the high-bandwidth memory compared to the 400 and is scheduled for early 2027. The MTIA 500 (Astrid), the most advanced, will arrive in mid-2027 and will incorporate, according to the company, improvements in low-precision data processing. The chips are manufactured by TSMC, the world’s largest semiconductor producer, and have been developed in collaboration with Broadcom on the RISC-V open architecture. The rhythm is the most striking thing. What’s unusual is not just that Meta makes its own chips, but the speed at which it plans to do so. The usual cycle in the industry is one or two years between generations. Meta aims to release new versions every six months. “The pace of AI evolution is so fast that we always want to have the most advanced chip available when we need it,” counted Song. This accelerated cadence is possible, according to the company, thanks to a modular design that allows components to be reused between generations. ANDthis does not replace NVIDIA. It is important not to lose sight of the context. Meta remains one of the largest buyers of GPUs on the market. just a few weeks ago signed multi-million dollar agreements with NVIDIA and AMD to supply chips for the next few years, and has also reached an agreement to rent computing capacity on Google chips, as share Wired. MTIA chips are designed for specific and internal tasks (inference and recommendation systems), not for training large language models, so this strategy is complementary to your chip plans with NVIDIA or AMD. Nor should we forget that Meta recently had to abandon its most ambitious training chip, known internally as Olympus, after the project became complicated in the design phase, according to counted The Information. Susan Li, CFO of Meta, confirmed at a Morgan Stanley event that the company still has the goal of developing processors capable of training models, but without giving more details. And now what. The real test of this bet will come when the chips are deployed at scale. The challenge at the moment is to guarantee HBM memory supply before a RAM crisis that is affecting the entire technology sector. Song himself recognized to CNBC that the company “is absolutely concerned” about it, although it stated that they have assured supply for their current plans. In the long term, we will see if Meta can achieve something similar to what Google did with its TPUs. Cover image | Mariia Shalabaieva and Goal In Xataka | OpenClaw has caused a real media earthquake in China. The Government has prevented its officials from using it

AMD wants to be the great alternative to NVIDIA in AI chips, and Meta has a plan that involves both

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Meta has signed one of the largest contracts in history with AMD regarding chips for artificial intelligence. The agreement It represents a boost for AMD in its attempt to stand up to NVIDIA. It also shows how Lisa Su’s company intends to continue putting its foot even further into that little corner of circular financing that big technology companies have created in relation to AI. There are some nuances worth commenting on, so let’s get down to it. The agreement. Meta will purchase enough chips from AMD to power data centers with up to six gigawatts of computing power over the next five years. Just like esteem According to the Wall Street Journal, the total value of the contract would exceed $100 billion, since each gigawatt represents tens of billions in revenue for AMD, according to the company itself. First deliveries will begin in the second half of 2026, with a first gigawatt of AMD’s new MI450 chips. There is more. The agreement is not only about buying chips. As part of the pactAMD will offer Meta purchase guarantees (warrants) to acquire up to 160 million AMD shares at a symbolic price of one cent per share, which could make Meta the owner of up to 10% of the company. Of course, there are conditions, since the titles will be released in tranches as certain technical and commercial milestones are met. The last tranche will only be unlocked if AMD stock reaches $600, according to share the WSJ. On Monday it closed at $196.60, and after hearing the news, AMD shares have risen more than 10% in pre-opening. AMD seeks its place alongside NVIDIA. The company led by Lisa Su has been trying to gain ground in a market that NVIDIA dominates with more than 90% share. This agreement with Meta, together the one who signed with OpenAI in October in very similar terms, is its most ambitious bet to achieve it. “Meta has a lot of options. I want to make sure we always have a clear place at the table when they think about what they need,” counted His at the press conference prior to the announcement. Meta doesn’t put all her eggs in one basket. Zuckerberg’s company is not betting exclusively on AMD. Last week too closed an agreement with NVIDIA to acquire millions of its chips for tens of billions of dollars, and also is in talks with Google for the use of its AI processors. “At the scale at which we operate, there is room for all three,” counted Santosh Janardhan, head of infrastructure at Meta. The company’s strategy involves diversifying suppliers and ensuring sufficient supply for its major expansion. Meta spent 72 billion dollars last year in data centers and plans to disburse up to 135,000 million this year. And back to circular financing. Meta pays AMD for chips, and AMD returns some of that money in the form of shares. A similar scheme that we already saw in the agreement with AMD and OpenAI, but also identical to that of the rest of the big technology companies around AI. The problem of demand is also worth noting. And Reuters stood out the words of Matt Britzman, an analyst at Hargreaves Lansdown, who said that although Meta is securing supply and diversifying, “having to give up 10% of its capital suggests that AMD could have difficulty generating organic demand.” What’s coming now. The AI ​​race is not only fought in laboratories, but also in the field of finance. For AMD, the challenge now is to demonstrate that its chips live up to the demands. For Meta, the goal is to build with them “tens of gigawatts this decade and hundreds of gigawatts or more over time,” in words from Zuckerberg himself. All this while we are witnessing unprecedented spending on infrastructure and energy and of which we apparently do not see the bottom line. Cover image | AMD and Meta In Xataka | IBM has been living for decades that no one could kill COBOL. Anthropic has other plans

Immediately afterwards, Intel and AMD ended up being sued

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The inside of a missile says much more than it seems at first glance. Beyond its military function, it is also the result of a design, manufacturing and distribution chain that crosses borders. In several analyzes carried out in Ukrainetechnicians have identified foreign components integrated into Russian weapons. That information, by itself, does not explain how they got there, but it does open an investigation that begins in the technical field and ends up connecting with international trade and the courts. In this way, that clue is transferred to the judicial field. Several civil lawsuits were filed this week in Texas state court in Dallas on behalf of dozens of Ukrainian citizens against Intel, AMD and Texas Instruments, as well as Mouser Electronics, a large components distributor linked to Berkshire Hathaway. The plaintiffs maintain that these companies did not prevent restricted chips from being resold to Russia through third parties, despite the sanctions in force. The chosen location is not coincidental, since the aforementioned companies have an operational presence in that state. The accusation in a sentence. As Bloomberg reports, The lawsuits maintain that the companies incurred what lawyers describe as “willful ignorance”, a deliberate ignorance regarding the diversion of chips to Russia through foreseeable intermediaries. According to the plaintiffs, there were sufficient signs that components from these companies were being resold in violation of US sanctions, but they allege that controls were not strengthened to prevent this. That omission is the basis of a broader accusation of corporate negligence in export control and diversion prevention. So how do the chips arrive? The background of the litigation links to investigations that have long pointed to the presence of foreign technology in Russian weapons. Vladyslav Vlasiuk, Ukrainian presidential commissioner for sanctions policy, he explained to CNN in September that many of these components are dual-use and that their entry into military programs usually occurs through intermediaries and front companies. The demands are not based only on a general approach, but on specific episodes. The writings cite five attacks that occurred between 2023 and 2025 that killed or injured civilians in Ukraine. According to the documentation presented, one of those attacks would have involved Iranian-made drones, while others are attributed to KH-101 cruise missiles and Russian-produced Iskander ballistic missiles. In several cases, the plaintiffs claim that the systems used incorporated electronic components associated with the aforementioned companies. The focus of the lawsuits is not limited to the manufacturers. Named in court documents is Mouser Electronics, a large components distributor based in Mansfield, Texas, and owned by Berkshire Hathaway since 2007, when it acquired parent company TTI. The plaintiffs allege that Mouser facilitated chip transfers to shell companies controlled by intermediaries with ties to Russia, and that its logistics decisions and operations were a relevant domestic component of the alleged conduct. Mouser and Berkshire Hathaway also did not immediately respond to requests for comment. Position of the companies and sanctions. The companies mentioned have not made public comments on the matter. In the past, however, they have said that they comply with sanctions requirements, that they ceased their activity in Russia when the war began, and that they maintain strict policies to monitor compliance. Since the start of the war, the United States has tightened controls on the export of semiconductors and other electronic components, but the results have been mixed. a report of the Senate Permanent Subcommittee on Investigations concluded last year that components manufactured in the United States continue to appear in Russian weapons. As we can see, sanctions and export controls do not seem to be preventing Western chips from ending up in the hands of companies linked to the Russian military complex. From now on, the course of the case will depend on when the court processes the lawsuits and they become publicly visible in the judicial record. From there, the judges will decide if the litigation moves forward and with what schedule. Beyond the result, the case focuses on a question that is difficult to resolve with simple rules, how far the responsibility goes when a component is resold over and over again and ends up in a prohibited end use, with human consequences far from its point of origin. Images | Vitaly V. Kuzmin (CC BY-SA 4.0) | Rubaitul Azad In Xataka | The US has joined the “party” of China, Russia and Japan in the Pacific: with its nuclear bombers

If anyone believed that AMD was going to put sanity in the financial binge of AI, AMD brings you bad news

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AMD has presented some growth forecasts that have surprised the market: 35% on average annually over the next three to five years, with the AI ​​chip business in data centers growing at an average of 80% in the same period. The company estimates that the total AI chip market will reach $1 trillion by 2030. While AMD has lagged the competition in terms of AI so far, its historic agreement with OpenAIthe specific hardware that is in development and the recent statements by Lisa Suseem to be turning their strategy around. In Xataka Spain wants its own public Hugging Face. The problem is that he is late to a battle that already has winners. An unusual message. AMD has historically been a conservative company in its financial projections. Its CEO, Lisa Su, has been characterized during the years she has been at the helm by a generally prudent and realistic discourse. that now embrace these figures Such optimism represents a notable shift in their communication strategy and signals the extent to which the technology industry is assuming that demand for AI infrastructure will continue to skyrocket. The context of the promises. amd affirms that the largest data center operators are accelerating their investment plans, when just a year ago they predicted a slowdown. According to Su, cited per Bloomberg, these companies see “real value in their businesses” with AI and the pace of infrastructure construction “is not going to stabilize.” The company also claims that its agreements with OpenAI and Oracle could generate tens of billions of dollars in annual sales by 2027. {“videoId”:”x8jpy2b”,”autoplay”:true,”title”:”What’s BEHIND AIs like CHATGPT, DALL-E or MIDJOURNEY? | ARTIFICIAL INTELLIGENCE”, “tag”:”Webedia-prod”, “duration”:”1173″} Why it can be dangerous. AMD is buying into the same hyper-optimistic narrative that have sold NVIDIA and OpenAI about the future of AI. The problem is that the entire technology chain is simultaneously betting on a scenario where the demand for AI chips grows exponentially without brakes. If expectations are not met, because AI models do not generate the expected returns or because OpenAI and other startups do not obtain sufficient funding, the correction could be brutal. Bubble symptoms. Investors like Michael Burry They have already started betting against companies in the sector, even accusing the technology giants of inflating their figures by artificially extending the useful life of their chips to reduce depreciation. Softbank, for its part, sold a few days ago a $6 billion stake in NVIDIA, although assures which was not due to concerns about valuation. The indications that the market may be overheated they multiply. In Xataka OpenAI has released GPT-5.1 with two personalities because 800 million users do not want the same AI Between the lines. AMD needed this coup. Although it has doubled its price this year, it is still second to NVIDIA in the AI ​​accelerator market, the most lucrative segment of the sector. Intel, its traditional rival, doesn’t even have a viable product in this market. To achieve its objectives, AMD is committed to its MI400 chips and the Helios systemwhich will arrive in 2026. Several analysts consider these goals “somewhat aggressive” and “aspirational,” according to collects Reuters. What’s coming now. The company promise reach a double-digit share in the data center AI chips market in the coming years. It remains to be seen if her ability to execute, proven during the Lisa Su era, is enough to transform these projections into reality or if, on the contrary, we are facing another symptom of an industry that has lost touch with caution. Cover image | AMD and İsmail Enes Ayhan In Xataka |Companies are turning their workers who know how to use AI into “stars”: the new labor gap (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’); instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news If anyone believed that AMD was going to put sanity in the financial binge of AI, AMD brings you bad news was originally published in Xataka by Antonio Vallejo .

AMD will be the one to reinforce it with two new machines

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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 In Xataka | Europe already has its first exascale supercomputer: one million terabytes and 24,000 NVIDIA chips for a key mission

the story of how AMD was born by shamelessly copying Intel

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Today AMD is an absolute giant in the semiconductor segment, and its chips are among the most advanced in the world. Their history of innovation is undeniable, but the company’s origins began in a unique way: they ruthlessly copied an Intel chip. Leave me that microscope. In the summer of 1973 Ashawna Hailey, Kim Kailey and Jay Kumar left their jobs at Xerox. But before doing so they wanted to say goodbye in style, and on their last day of work they took an Intel 8080they stripped him and then they used a microscope to take 400 photos of the die of that microprocessor. Reverse engineering. These images allowed the design and architecture of that revolutionary processor to be “deciphered” by reverse engineering, and thanks to them, these three engineers were able to sketch the schematics and logical diagrams that they then offered to Silicon Valley companies to see if any were interested. The origin: Am9080. AMD was the one that ended up taking advantage of that information. The company had just developed a process called “N-channel MOS” for chip manufacturing. The company was taking its first steps at that time, and had hardly any achievements to its credit. What AMD did was combine this advance in its manufacturing technologies with those schemes and launched its Am9080, which some sources suggest began to be sold in 1974 but which in reality did not begin mass production and sale until 1975, 50 years ago. They cloned it and improved it. In an interview with Shawn and Kim Hailey conducted in 1997, these engineers explained how that AMD chip was a resounding success because it managed to be 10 times more efficient in production than Intel: the company managed to obtain 100 dies per wafer, but the chip was also four times more powerful than the original 8080. They made them for 50 cents, they sold them for 700 dollars. That success allowed AMD to begin mass production of a chip that suddenly suffered notable demand, especially in the military and defense industry. In fact, it is estimated that the manufacturing cost of each Am9080 was 50 cents, when the selling price of each one was 700 dollars according to said engineers. The profit margin was absolutely extraordinary. Intel ended up making a deal. That managed to turn AMD into a reference company in the market, and that gave it an advantageous position. One with which he avoided endless legal disputes and which allowed him to sign a cross-licensing agreement with Intel. That made AMD a “second source” for manufacturing its processors. Why did Intel allow something like this? It wasn’t for the love of art. At that time, obtaining lucrative contracts with defense agencies required precisely having a “second source” that could manufacture chips if the original supplier had a problem. Here peace and then glory. That led AMD and Intel to sign an agreement in which AMD paid Intel $25,000 to sign and $75,000 a year for licenses — ridiculous amounts — and that also freed both parties from liability for potential past violations. Everything was forgotten. And finally, x86. That initial agreement was important in achieving the true agreement that sealed AMD’s future. In 1982 Intel allowed AMD to manufacture its own x86 chips. This meant that the firm could begin producing its own versions of chips that used that architecture, the first of which crystallized with the Am286 in 1982, a chip that was a licensed version of the Intel 80286. The rest, as they say, is history. That agreement managed to turn AMD into the great alternative to Intel. Although for years it remained in the shadow of its great competitor, AMD managed to expand its business to the graphics card segment and in recent years this has served to raise it well above Intel in market capitalization: today AMD is the 25th company in the world with a capitalization of 410,000 million dollars. Intel, meanwhile, is going through a notable crisis and is currently the 96th company in the world by capitalization: 182 billion dollars. And it all started (practically) with some microscope photos. In Xataka | The engineer who does not need spotlights: Lisa Su took an AMD on the verge of bankruptcy and ten years later she has made it an empire

This 15.6 -inch Lenovo with AMD Ryzen

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The beginning of September is synonymous with the return to school, classes and, nowadays, laptops are inseparable classmates of many students. If you are looking for a new one, now on PCComponers they have reduced this Lenovo Ideapad Slim 3 Gen 8which is available for 479 euros In Pccomponentes. Lenovo Ideapad Slim 3 Gen 8 15irh8 * Some price may have changed from the last review A laptop with good benefits and reduced price The Lenovo Ideapad Slim 3 Gen 8 is a notebook computer Perfect for day to day. It has one 15.6 inches screen with Full HD resolution and reaches 250 brightness nits. In addition, to avoid eye fatigue, it has Tüv certification. This is a laptop Freedoswhich means that it does not come with any reinstalled operating system, so that you install the one you want. Its battery has fast charging and comes with 16 GB of RAM, 1 TB SSD of internal storage and an Intel Core i5 processor. In the audio section, it can be highlighted that it incorporates Two speakers with a power of 3 w and that offer sound in Dolby Audio. So, in addition to studying or working, you can also use it to be able to see multimedia content. It is also a light laptop, which only weighs 1.62 kilosso you can take it comfortably anywhere. As regards connectivity, it has a port USB-Ctwo USB-A ports, Jack Combo for headphones and micro, an HDMI 1.4, Bluetooth 5.2 and Wifi 6 input. You may also be interested in these laptops Acer Aspire Go 15 AG15-71P-58BA * Some price may have changed from the last review HP laptop computer 15.6 “FHD * Some price may have changed from the last review Some of the links of this article are affiliated and can report a benefit to Xataka. In case of non -availability, offers may vary. Images | Freepik and Lenovo In Xataka | Best gaming portable computer in quality price: which to buy and eight recommended models In Xataka | Purchase guide to refrigerate the laptop and desktop: the most refreshing recommendations, accessories and components

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