AMD Watch posted an update
Hewlett Packard Enterprise has won a $1.2 billion order to supply AMD server racks and HPE networking gear to cloud company Vultr, Bloomberg reports.
Why it mattersThe deal is a sizeable AI-infrastructure order involving AMD hardware, though the supplied report does not give delivery dates or a breakdown of the equipment. For cloud customers, the practical question is how quickly that capacity will come online.
Discuss: Should cloud providers prioritise building capacity quickly, or wait for clearer evidence that AI demand will justify these large infrastructure orders?
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