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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 ...

BREAKING ANALYSIS BY DAVE VELLANTE | 1 HOUR AGO

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The AI backlash intensifies, China gains on the US leaders, and IBM tanks

THIS WEEK IN ENTERPRISE BY ROBERT HOF | 1 DAY AGO

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EY re-envisions RAG around multimodal knowledge graphs to improve accuracy

BY PAUL GILLIN | 23 HOURS AGO

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Special Breaking Analysis: Nvidia’s AI networking moat is real – but the lock-in debate continues

SPECIAL BREAKING ANALYSIS BY DAVE VELLANTE AND BOB LALIBERTE | 2 DAYS AGO

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    Greg Matson, senior vice president and head of marketing and products at Solidigm, talks with theCUBE about agentic inference at RAISE Summit 2026.AI play_arrow

    Three insights you may have missed from theCUBE’s coverage of RAISE Summit

    Agentic inference is reshaping the center of gravity in artificial intelligence infrastructure. What began as a race to scale training has shifted into a phase defined by expanding context windows, memory‑augmented reasoning and the need to keep graphics processing units continuously fed with data. As enterprises push deeper into agentic ...

    BY VICTORIA GAYTON - 3 DAYS AGO

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    Three insights you may have missed from theCUBE’s coverage of RAISE Summit

    BY VICTORIA GAYTON - 3 DAYS 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 - 1 HOUR AGO

      INFRA

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

      BREAKING ANALYSIS BY DAVE VELLANTE - 1 HOUR AGO