AMD Shares Climb on Expanding AI Footprint in New Google Cloud Partnership

GuruFocus.com
04-12

April 11 - Advanced Micro Devices (NASDAQ:AMD) shares gained about 3% on Friday morning trading as investors cheered on the company's new collaboration with Google Cloud (NASDAQ:GOOG) to power its latest high-performance virtual machines with AMD's fifth-generation EPYC processors.

  • Warning! GuruFocus has detected 3 Warning Signs with AMD.

The C4D and H4D instances, now in preview, are expected to roll out globally later in 2025. They are tailored to support demanding workloads, including artificial intelligence inference and high-performance computing tasks.

The C4D VMs are built on AMD's "Zen 5" architecture and deliver up to 80% greater throughput per virtual CPU compared with earlier models, making them suited for data-heavy, compute-intensive operations.

Meanwhile, the H4D instances integrate AMD chips with Cloud RDMA for efficient scaling and are aimed at specialized computing use cases.

The partnership is the latest sign of intensifying competition among chipmakers and cloud providers to capture the fast-growing market for AI infrastructure. AMD said the collaboration strengthens its position in next-generation cloud computing platforms.

This article first appeared on GuruFocus.

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