AMD: Possible Collaboration with Google on Next TPU Generation
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According to reports, AMD is working with Google on the 10th generation of Google's proprietary AI chips (TPUs), marking AMD's first major entry into custom AI ASICs. The acquisition of Taalas complements the portfolio with highly specialized ASICs for AI models. Anthropic, OpenAI, and Meta rely on AMD's AI infrastructure, ensuring high visibility until 2027. The stock of Advanced Micro Devices (AMD) remains one of the most exciting beneficiaries of the AI infrastructure boom, with a price performance of 186% over the past 12 months....
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