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Peter W.'s avatar

Thanks! Question: where is AMD sourcing the HBM3 (or 3e) for their new Instincts from?

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Ryan Smith's avatar

We know that Micron is one supplier (they've put out a press release). But AMD would not confirm if they were the only supplier.

https://investors.micron.com/news-releases/news-release-details/micron-hbm-designed-leading-amd-ai-platform

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Peter W.'s avatar

Thanks Ryan!

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Thinking Tech Stocks's avatar

Great breakdown! AMD is really stepping up with MI350—doubling down on AI-specific matrix performance, leveraging advanced process nodes, and making targeted hardware tradeoffs to surpass NVIDIA. ROCm 7’s rapid evolution also shows AMD's commitment to catching—and potentially passing—the competition. Exciting times ahead! 🚀 #AMD #AI

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