Dave Vellante, co-CEO of SiliconANGLE Media Inc. and co-host of theCUBE, SiliconANGLE Media's livestreaming studio and John Furrier, co-founder and co-CEO of SiliconANGLE Media Inc. and co-host of theCUBE, talk to theCUBE about AI infrastructure systems — AMD Advancing AI 2026AI play_arrow

    AI infrastructure systems redefine the AMD-Nvidia rivalry as inference reshapes the market

    The race to build AI infrastructure systems has moved beyond chip specifications into a battle over entire rack-scale platforms, as inference and agentic workloads redefine what counts as a computer. That shift is forcing challengers, once judged purely on GPU benchmarks, to prove they can ship complete, integrated systems spanning ...

    BY KELLY KNIGHT - 6 HOURS AGO

    AI

    AI infrastructure systems redefine the AMD-Nvidia rivalry as inference reshapes the market

    BY KELLY KNIGHT - 6 HOURS AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      INFRA

      AMD’s next reinvention: A new playbook for the AI era

      Advanced Micro Devices Inc.'s first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine the company. AMD’s resurgence over the past decade came from doing what many thought was improbable – rebuilding its processor franchise, taking meaningful share from Intel Corp., and restoring credibility through ...

      BREAKING ANALYSIS BY DAVE VELLANTE - 5 DAYS AGO

      INFRA

      AMD’s next reinvention: A new playbook for the AI era

      BREAKING ANALYSIS BY DAVE VELLANTE - 5 DAYS AGO