Crypto Briefing • Appeared October 7th 2026 1:11 pm
HPE's new servers enhance AI processing efficiency and security, potentially transforming data center operations and enterprise AI capabilities.
Our Summary:Hewlett Packard Enterprise has introduced a new server family, the ProLiant Gen13, powered by AMD's 6th Generation EPYC Venice chips. The servers are designed for AI workloads, offering up to 256 cores, 600W TDP, and 16 memory channels. The lineup includes four machines, each with a specific focus: CPU-based AI inference, accelerator-optimized AI, advanced cooling for HPC and AI, and hybrid workloads.
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Crypto Briefing • Appeared October 7th 2026 7:01 am
AMD's AI hardware expansion hinges on overcoming supply constraints, impacting its competitive stance against Nvidia and market growth potential.
Our Summary:AMD is ramping up production of its Helios AI systems, built around the new HBM4 memory technology, with a focus on meeting growing demand from major customers such as OpenAI and Microsoft. The company's initial shipments are expected to begin in Q4 2026, with significant volume increases anticipated in the following quarter. AMD's partnership with Samsung, its preferred HBM4 supplier, will play a crucial role in meeting the growing demand for AI hardware.
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Crypto Briefing • Appeared October 7th 2026 6:51 am
AMD's massive investment in its supply chain highlights the critical need for robust infrastructure to meet surging AI-driven demand.
Our Summary:AMD CEO Lisa Su announced a significant investment in its global supply chain, with plans to invest tens of billions of dollars to meet growing demand driven by artificial intelligence. The investment will target three areas: advertisement, wafer capacity, and advanced packaging. AMD also plans to increase its supply of CPUs and GPUs in 2027, with a focus on coordinated availability of wafers, advanced packaging, and substrates.
Crypto Briefing • Appeared October 7th 2026 6:36 am
AMD's strategic partnerships with Samsung and SK Hynix highlight the critical need for robust supply chains in the rapidly evolving AI market.
Our Summary:AMD CEO Lisa Su has named Samsung and SK Hynix as key partners for the chipmaker's long-term supply chain, amid a growing demand for high-bandwidth memory due to the AI boom. Su emphasizes the need for a longer planning horizon, stretching up to five years, to address supply constraints.
Crypto Briefing • Appeared October 7th 2026 3:36 am
AMD's collaboration with Samsung could enhance its competitive edge in AI and server markets, potentially reshaping global chip supply dynamics.
Our Summary:AMD Chair and CEO Lisa Su is set to visit South Korea on October 6-7, 2026, for talks with Samsung's chip chief, Jun Young-hyun. The discussions are expected to cover HBM4 and DDR5 memory for AMD's Instinct MI455X AI accelerators and EPYC server processors, as well as potential foundry cooperation for upcoming AMD products.