AMD investit 5 milliards de dollars dans Anthropic et obtient une commande massive de processeurs Instinct MI450 et serveurs Helios pour l'IA. Ce partenariat renforce la position d'AMD face à Nvidia et diversifie les sources d'approvisionnement d'Anthropic.
AMD, Anthropic ile stratejik ortaklık kurduğunu duyurdu. Anthropic, AMD'nin Helios çözümlerinde 2 gigavata kadar MI450 Serisi yapay zeka çipleri kullanacak ve ilk 1 gigavatlık kapasite 2027'de devreye alınacak. Ortaklık, Claude modelini optimize etmek için çok yıllı mühendislik işbirliği ve AMD'nin Anthropic'e 5 milyar dolara kadar yatırım taahhüdünü içeriyor.
Petróleo Brent e WTI sobem 2,6% com cotações a US$ 76,09 e US$ 72,25, respectivamente. Mercados asiáticos apresentam desempenho misto, com bolsas chinesas em alta impulsionadas por ações de tecnologia e IA, enquanto Tóquio, Seul e Austrália registram quedas.
Chinese chip suppliers, including Huawei and Cambricon, along with domestic tech giants, are projected to capture nearly 80% of China's AI server market this year, further eroding the position of global rivals like Nvidia due to geopolitical tensions and Beijing's push for self-reliance.
Amkor Technology announced a partnership with Advanced Micro Devices (AMD) to package AMD chips. The collaboration will leverage Amkor's expanding facilities in Arizona, which are set to begin production in 2028, and will involve integrating some of TSMC's older technologies.
Beijing reiterated its welcome for foreign investment during a meeting on Monday, as reported by Xinhua News Agency. This comes after a US business delegation visited Beijing, with an analyst suggesting the US may be easing its tariff and tech decoupling strategies.
