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AMD Lands New AI Infrastructure Win Against Nvidia Blackwell

Via GuruFocus.com

AMD Lands New AI Infrastructure Win Against Nvidia Blackwell Faizan Farooque Tue, October 13, 2026 at 11:44 AM EDT AMD -1.03% NVDA -0.42% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.

Advanced Micro Devices Inc. (AMD, Financials), the semiconductor company, is getting a new European showcase for its AI hardware as French cloud provider Scaleway prepares to build an AMD-powered supercomputer in Sweden.

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The machine will be powered by AMD Instinct MI355X accelerators, the company's response to the Nvidia Blackwell line.The supercomputer will be the company's first outside of France and the first AMD-based AI supercomputer in Europe ready for commercial usage, Scaleway claimed.That's because AMD is still striving to transform good processor specs into widespread usage.Nvidia is the AI supercomputer of choice, but AMD has an opportunity in Europe, where clients want more infrastructural options and less dependency on a single vendor.That discussion includes software.AMD's ROCm platform is open source and integrates with popular AI tools, but Nvidia's CUDA environment is proprietary and more closely coupled to Nvidia hardware.Scaleway said the low-carbon energy supply in Sweden and its burgeoning AI industry were the reasons for its choice. Bull will build and manage the system, with HPE providing networking and other partners offering storage and cooling.Next, the pace at which Scaleway can get the system up and running, and if the initiative will spur further commercial use of AMD's Instinct platform across Europe, will be the trigger.

Read original at Yahoo Finance News

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