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Every Silicon AI News story involving AMD, month by month, newest first.
TPU 8tx keeps data protected while the chip works on it, with AMD EPYC processors as hosts. TPU 8i Max puts two TPU 8i chips in one package for very long inputs. Google has given no date or price.
Google announced TPU 8tx and TPU 8i Max on November 9. With TPU 8t and TPU 8i from earlier this year, Google has introduced four TPU systems in one year, which it says is a first. Both new systems reuse existing chips in new setups.
Up to about $1.4 billion of that is contingent, on conditions AMD has not explained. The Toronto start-up builds chips around a single AI model, and AMD expects the deal to close by the end of 2026.
AMD’s quarterly filing, published on November 4, puts its pending purchase of Taalas at about $2.9 billion in cash and stock. That includes up to about $1.4 billion of contingent payment. AMD announced the deal in August but gave no price. Taalas, founded in Toronto in 2023, makes chips hard-wired for one AI model.
Total revenue rose 45% to $13.38 billion, and AMD forecasts about $17 billion for the next quarter. It says Anthropic, Meta, Microsoft, OpenAI and Oracle now run work on its new Helios AI racks.
AMD reported third-quarter results on November 3. Revenue rose 45% from a year earlier to $13.38 billion, above the $13.09 billion that analysts expected, according to LSEG. Data centre sales rose 97% to a record $8.5 billion, helped by server processors and new MI450 AI chips. AMD forecasts about $17 billion for the fourth quarter, and its shares rose after the report.
The all-stock deal brings a maker of 3D world models into the chip company. Li becomes AMD’s chief scientist, reporting to CEO Lisa Su.
AMD has agreed to buy World Labs, the AI lab founded by Fei-Fei Li, in an all-stock deal valued at about $8.2 billion, the companies said on September 28. World Labs builds models that generate and simulate interactive 3D environments. The deal is expected to close by the end of 2026, subject to regulatory approvals.
The rally rests on a bet that AI agents will need more processors.
AMD’s shares closed at a record $615.52 on September 21, lifting its market value above $1 trillion for the first time. It announced no new deal or product. Traders are betting that AI agents will need many more server processors.