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At its San Francisco Advancing AI event, AMD pitches MI455X and Helios to win both training and inference performance.

AMD’s new Cerebras pact is a direct bet that AI inference should be split across specialized chips, not one dominant rack.

Luminate measured the post-performance lift, and it shows halftime tracks outperform full catalogs across major stars.

Paper earnings surge, but unrealized equity gains may be masking a deeper cash drain fueled by SpaceX and Anthropic links.