Advanced Micro Devices is in focus after partners including Meta, Vultr and LeadDesk highlighted new deployments of AMD EPYC processors, Instinct GPUs, Helios rackscale systems and ROCm software in large AI training, inference and conversational workloads across data centers and cloud platforms. These collaborations point to AMD technology being embedded deep in customer infrastructure, which can influence utilization levels, product mix and long term demand visibility across AI...