AMD Recently, it will be sold for $4.9 billionAcquisition AI Infrastructure Companies ZT Systems, with the goal of increasing the market adoption of its own Instinct data center chip. ZT Systems is a partner of big-name AI companies such as Microsoft, Meta, and Amazon, specializing in providing customized computing infrastructure. This acquisition is undoubtedly an important strategic layout for AMD.
AMD CEO Lisa Su said that this acquisition will greatly speed up the deployment of AMD AI solutions. With the addition of ZT Systems, AMD will not only gain about 1,000 engineers, but also be able to advance the development of chips and systems simultaneously. This means that AMD can launch new technologies and products more quickly, enhancing its advantages in the fierce market competition.
AMD's data showed that data center revenue exceeded $1 billion for the first time, but it is still far behind Nvidia's $22.6 billion. Therefore, AMD is in urgent need of such acquisitions to narrow the gap, especially in the rapidly developing field of AI.
In addition, AMD also plans to launch the MI350 chip in 2025, aiming to compete head-on with Nvidia's new Blackwell GPU. This shows AMD's ambitions for the future AI market. At the same time, AMD recently acquired European AI startup Silo AI to further strengthen its global AI layout.
However, the deal still needs to be approved by regulatory authorities. Although there are still some obstacles ahead, AMD's strategic layout has undoubtedly injected new impetus into their competition in the AI market.