Fujitsu and AMD to begin strategic partnership to develop more sustainable computing infrastructure intended to accelerate open-source AI initiatives
Rhea-AI Summary
Fujitsu and AMD have signed a memorandum of understanding to form a strategic partnership focused on creating computing platforms for AI and high-performance computing (HPC). The collaboration aims to develop open-source and energy-efficient platforms by combining Fujitsu's MONAKA processor with AMD Instinct accelerators. The partnership spans three strategic areas: engineering, ecosystems, and business, with joint development targets set for 2027. The initiative will enhance AMD's ROCm software and Fujitsu's Arm-based software stack, while establishing a joint customer center to promote AI implementation globally.
Positive
- Strategic partnership with Fujitsu expands AMD's presence in AI/HPC market
- Development of new revenue stream through joint AI computing platforms
- Enhancement of AMD's ROCm open-source software ecosystem
Negative
- Long development timeline with results expected by 2027
- Significant R&D investment required for platform development
News Market Reaction 1 Alert
On the day this news was published, AMD declined 1.53%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Due to the rapid spread of AI, including generative AI, cloud service providers and end-users are seeking optimized architectures at various price points and power per performance configurations. From end-to-end, AMD supports an open ecosystem, and strongly believes in giving customers choice. Fujitsu has worked to develop FUJITSU-MONAKA (1), a next-generation Arm-based processor that aims to achieve both high performance and low power consumption. With FUJITSU-MONAKA, together with AMD Instinct™ accelerators, customers have an additional choice to achieve large-scale AI workload processing to whilst attempting to reduce the data center total cost of ownership.
This collaboration will focus on the three strategic areas of engineering, ecosystems, and business, bringing together Fujitsu's world-leading supercomputer-based advanced CPU technology with industry-leading AMD GPU technology. Under this collaboration, Fujitsu and AMD will target joint development of innovative computing platforms for AI and HPC by 2027.
In addition, based on AMD ROCm™ software, an open-source AI/HPC software stack for GPUs, and Fujitsu's Arm-based FUJITSU-MONAKA software, Fujitsu and AMD will enhance their collaboration with the open-source community. Both companies seek to advance the development of open-source AI software that is optimized for the AI computing platforms they will provide, and work to expand the ecosystem.
Fujitsu and AMD will also collaborate on marketing and co-creation with customers to offer these AI computing platforms globally. In addition, to expand AI use cases and promote the societal implementation of AI, based on the computing infrastructure of FUJITSU-MONAKA and AMD Instinct accelerators, both companies will collaborate to build an open and more sustainable AI/HPC platform ecosystem, including a joint customer center.
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SOURCE Fujitsu Limited