Neutral
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Seeking Alpha
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vor 11 Tagen
OpenAI and Meta each committed six gigawatts of AMD infrastructure, with initial Helios deployments beginning during H2 2026. AMD's MI400 accelerators feature 432GB HBM4 memory and nearly 20TB/s bandwidth, strengthening its inference positioning. Server CPU share rose from 27.1% to 32.6%, while server CPU revenue share reached a record 46.2%.