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AMD Powers Frontier AI Training for Zyphra

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AMD (NASDAQ: AMD) announced that Zyphra trained ZAYA1, the first large-scale Mixture-of-Experts foundation model trained entirely on AMD Instinct MI300X GPUs with AMD Pensando networking and the ROCm software stack on Nov. 24, 2025.

ZAYA1-base (8.3B total, 760M active) reportedly matches or exceeds several open models across reasoning, math, and coding benchmarks and rivals Qwen3-4B and Gemma3-12B. AMD highlights the MI300X’s 192 GB high-bandwidth memory enabled simpler training 10x faster model save times using AMD optimized distributed I/O. The model was trained on a jointly engineered AMD and IBM cluster using IBM Cloud fabric and storage.

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Positive

  • First large-scale MoE trained entirely on AMD Instinct MI300X
  • 192 GB high-bandwidth memory reduced sharding complexity
  • 10x faster model save times with AMD optimized distributed I/O
  • ZAYA1-Base (8.3B total, 760M active) matches/exceeds leading open models

Negative

  • Performance claims are reported in a Zyphra technical report, not an independent third-party audit
  • No financial, commercialization timeline, or deployment revenue details provided

News Market Reaction

+5.53%
89 alerts
+5.53% News Effect
-5.8% Trough in 3 hr 57 min
+$18.35B Valuation Impact
$350.11B Market Cap
0.3x Rel. Volume

On the day this news was published, AMD gained 5.53%, reflecting a notable positive market reaction. Argus tracked a trough of -5.8% from its starting point during tracking. Our momentum scanner triggered 89 alerts that day, indicating high trading interest and price volatility. This price movement added approximately $18.35B to the company's valuation, bringing the market cap to $350.11B at that time.

Data tracked by StockTitan Argus on the day of publication.

News Highlights:

  • Zyphra ZAYA1 becomes the first large-scale Mixture-of-Experts model trained entirely on AMD Instinct™ MI300X GPUs, AMD Pensando™ networking and ROCm open software.
  • ZAYA1-base outperforms Llama-3-8B and OLMoE across multiple benchmarks and rivals the performance of Qwen3-4B and Gemma3-12B.
  • Memory capacity of AMD Instinct MI300X helped Zyphra simplify its training capabilities, while achieving 10x faster model save times.

SANTA CLARA, Calif., Nov. 24, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced that Zyphra has achieved a major milestone in large-scale AI model training with the development of ZAYA1, the first large-scale Mixture-of-Experts (MoE) foundation model trained using an AMD GPU and networking platform. Using AMD Instinct™ MI300X GPUs and AMD Pensando™ networking and enabled by the AMD ROCm™ open software stack, the achievement is detailed in a Zyphra technical report published today.

Results from Zyphra show that the model delivers competitive or superior performance to leading open models across reasoning, mathematics, and coding benchmarks—demonstrating the scalability and efficiency of AMD Instinct GPUs for production-scale AI workloads.

“AMD leadership in accelerated computing is empowering innovators like Zyphra to push the boundaries of what’s possible in AI,” said Emad Barsoum, corporate vice president of AI and engineering, Artificial Intelligence Group, AMD. “This milestone showcases the power and flexibility of AMD Instinct GPUs and Pensando networking for training complex, large-scale models.”

“Efficiency has always been a core guiding principle at Zyphra. It shapes how we design model architectures, develop algorithms for training and inference, and choose the hardware with the best price-performance to deliver frontier intelligence to our customers,” said Krithik Puthalath, CEO of Zyphra. “ZAYA1 reflects this philosophy and we are thrilled to be the first company to demonstrate large-scale training on an AMD platform. Our results highlight the power of co-designing model architectures with silicon and systems, and we’re excited to deepen our collaboration with AMD and IBM as we build the next generation of advanced multimodal foundation models.”

Efficient Training at Scale, Powered by AMD Instinct GPUs
The AMD Instinct MI300X GPU’s 192 GB of high-bandwidth memory enabled efficient large-scale training, avoiding costly expert or tensor sharding, which reduced complexity and improving throughput across the full model stack. Zyphra also reported more than 10x faster model save times using AMD optimized distributed I/O, further enhancing training reliability and efficiency. With only a fraction of the active parameters, ZAYA1-Base (8.3B total, 760M active) matches or exceeds the performance of models such as Qwen3-4B (Alibaba), Gemma3-12B (Google), Llama-3-8B (Meta), and OLMoE.1

Building on prior collaborative work, Zyphra worked closely with AMD and IBM to design and deploy a large-scale training cluster powered by AMD Instinct™ GPUs with AMD Pensando™ networking interconnect. The jointly engineered AMD and IBM system, announced earlier this quarter, combines AMD Instinct™ MI300X GPUs with IBM Cloud’s high-performance fabric and storage architecture, providing the foundation for ZAYA1’s large-scale pretraining.

For further details on the results, read the Zyphra technical report, the Zyphra blog, and the AMD blog, for comprehensive overviews of the ZAYA1 model architecture, training methodology, and the AMD technologies that enabled its development.

Supporting Resources

About AMD
For more than 50 years AMD has driven innovation in high-performance computing, graphics, and visualization technologies. Billions of people, leading Fortune 500 businesses, and cutting-edge scientific research institutions around the world rely on AMD technology daily to improve how they live, work, and play. AMD employees are focused on building leadership high-performance and adaptive products that push the boundaries of what is possible. For more information about how AMD is enabling today and inspiring tomorrow, visit the AMD (NASDAQ: AMD) websiteblogLinkedIn, and X pages.

Contact:
David Szabados
 AMD Communications
+1 408-472-2439
david.szabados@amd.com

Liz Stine
AMD Investor Relations
+1 720-652-3965 
liz.stine@amd.com

_________________________
1 Testing by Zyphra as of November 14, 2025, measuring the aggregate throughput of training iterations across the full Zyphra cluster measured in quadrillion floating point operations per second (PFLOPs). The workload was training a model comprised of a set of subsequent MLPs in BFLOAT16 across the full cluster of (128) compute nodes, each containing (8) AMD Instinct™ MI300X GPUs and (8) Pensando™ Pollara 400 Interconnects running a proprietary training stack created by Zyphra. Server manufacturers may vary configurations, yielding different results. Performance may vary based on use of the latest drivers and optimizations. This benchmark was collected with AMD ROCm 6.4.


FAQ

What did AMD announce about Zyphra's ZAYA1 model on Nov. 24, 2025 (AMD)?

AMD announced Zyphra trained ZAYA1 using AMD Instinct MI300X GPUs, AMD Pensando networking, and ROCm software, marking the first large-scale MoE trained entirely on an AMD platform.

How large is ZAYA1-Base and how many active parameters does it use (AMD)?

ZAYA1-Base contains 8.3B total parameters with 760M active parameters as reported by Zyphra.

What hardware features of AMD Instinct MI300X helped Zyphra train ZAYA1 (AMD)?

The MI300X’s 192 GB high-bandwidth memory enabled training without costly expert/tensor sharding and improved throughput for large-scale training.

What performance or efficiency gains did Zyphra report using AMD technology (AMD)?

Zyphra reported ZAYA1 matches or exceeds leading open models on benchmarks and experienced 10x faster model save times with AMD optimized distributed I/O.

Did AMD and Zyphra use any partner infrastructure to train ZAYA1 (AMD)?

Yes; Zyphra worked with AMD and IBM to deploy a cluster combining MI300X GPUs with IBM Cloud high-performance fabric and storage for pretraining.
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