Tag: CPU

Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Advanced Micro Devices Inc.’s Advancing AI 2026 keynote this week was Chief Executive Lisa Su’s bid to redefine the company from a “graphics processing unit alternative” to a full-stack artificial intelligence infrastructure vendor and to make this the year the central processing unit officially rebounds as a first-class AI platform. The message from Su was ambitious and often compelling, but it also sharpened the competitive contrast with Nvidia Corp. and Intel Corp., raising as many questions as it answered.

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Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

On the surface, this week’s Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial intelligence infrastructure innovation. Nvidia is positioning Vera Rubin as a full-stack system designed to improve performance per watt and reduce token costs, with production ramping across a broad global partner base, including cloud and AI infrastructure providers.

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Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

From GPUs to AI factories: Inside the Nvidia-Google Cloud superstack

Nvidia Corp. and Google LLC used the search giant’s annual Cloud Next event to deepen their long-running partnership, creating a full-stack “artificial intelligence factory” that integrates Google’s AI Hypercomputer infrastructure with Nvidia’s latest solutions, including Blackwell, open models and agentic and physical AI tooling. With this announcement, Google expands its distribution of Nvidia’s accelerated computing stack, while customers gain a faster, lower-risk path from AI experimentation to large-scale deployment.

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From GPUs to AI factories: Inside the Nvidia-Google Cloud superstack

Nvidia’s DOCA: an open framework to maximize the value of its data processing unit

Nvidia Inc. is positioning its open DOCA software framework as the fastest and easiest way to speed up the development and performance of data processing unit applications.

DOCA is a software development kit for Nvidia BlueField DPUs (pictured). For those not familiar with BlueField, it provides data center infrastructure-on-a-chip, optimized for high-performance enterprise and cloud computing. Because DOCA is tied to BlueField, there’s a misconception that it’s closed and proprietary.

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Nvidia’s DOCA: an open framework to maximize the value of its data processing unit