wikifolio whispers a.m. BP Plc; Airbus Group; Nvidia; IBM; First Solar; Salzgitter; Advanced Micro Devices, Inc. und SAP

futurebucket (WU99HHXP): In this post, I would like to highlight recent announcements and partnerships related to Advanced Micro Devices (AMD). Crusoe, a company that builds data center for artificial intelligence plans to purchase about https://www.reuters.com/business/neocloud-crusoe-buy-400-million-worth-amd-chips-ai-data-centers-2025-06-12/ worth of AI chips from Advanced Micro Devices. Reuters reports that the purchase will include around 13,000 MI355X chips. This follows a significant https://www.amd.com/en/newsroom/press-releases/2025-5-13-amd-and-humain-form-strategic--10b-collaboration-.html, a new AI enterprise based in Saudi Arabia. HUMAIN and AMD have announced a strategic collaboration involving an investment of up to $10 billion to deploy as much as 500 megawatts of AI computing capacity over the next five years.  As part of this initiative, AMD will supply its full range of AI compute technologies. HUMAIN is supported by Saudi Arabia’s Public Investment Fund (PIF), which acts as the primary investor and shareholder. An additional highlight is that Semianalysis outlined in a report that, compared to NVIDIA‘s HGX B200, AMD’s MI355X has a total cost of ownership (TCO) that is https://semianalysis.com/2025/06/13/amd-advancing-ai-mi350x-and-mi400-ualoe72-mi500-ual256/. In addition, at its https://ir.amd.com/news-events/press-releases/detail/1255/amd-unveils-vision-for-an-open-ai-ecosystem-detailing-new-silicon-software-and-systems-at-advancing-ai-2025 event AMD previewed its next generation AI rack-scale system https://ir.amd.com/news-events/press-releases/detail/1255/amd-unveils-vision-for-an-open-ai-ecosystem-detailing-new-silicon-software-and-systems-at-advancing-ai-2025. This is a fully integrated AI infrastructure solution designed for large-scale AI training and inference workloads and aims to challenge competing rack-scale offerings from companies like NVIDIA. (17.06. 15:36)