AMD shares jump 13% after Google Cloud taps EPYC chips for TPU 8tx
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AMD shares rose 13% after Google Cloud selected its EPYC chips to support the TPU 8tx AI accelerator, tying the chipmaker to a major hyperscaler's AI infrastructure buildout. The move extends AMD's reach into AI spending beyond its own Instinct accelerators, positioning it across multiple accelerator ecosystems. The rally reflects investor expectations that AMD can capture a larger share of data center AI budgets as cloud providers diversify silicon sourcing. Watch for further cloud design wins and any detail on EPYC volume commitments tied to Google's TPU deployments.
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Named in this story
AMD (AMD), Google Cloud, EPYC, TPU 8tx
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