News AMD Financial Analyst Day (11/11/2025)

[soresu]

everything else is a slightly upgraded gfx11.5

AI/ML compute upgrades?

Really seems like releasing anything less than GFX12/RDNA4 level AI/ML compute in a brand new APU after FSR4 is just a self own at this point.

 

[Josh128]

First AI model trained end to end on AMD hardware (MI 300X) is raising eyebrows and moving AMD up 4% today while NV is stagnant/slightly red. We need more of this.

Zyphra

zyphra.webflow.io

AMD Powers Frontier AI Training for Zyphra

News Highlights: Zyphra ZAYA1 becomes the first large-scale Mixture-of-Experts model trained entirely on AMD Instinct™ MI300X GPUs, AMD…...

ir.amd.com