IBM and AMD Collaborate with Zyphra on Next Generation AI Infrastructure

Rhea-AI Summary

IBM (NYSE: IBM) and AMD (NASDAQ: AMD) have announced a strategic collaboration to provide advanced AI infrastructure to Zyphra, an open-source AI research company. The multi-year agreement involves deploying a large cluster of AMD Instinct MI300X GPUs on IBM Cloud for training frontier multimodal foundation models.

Zyphra, recently valued at $1 billion after its Series A funding, will utilize this infrastructure to develop Maia, a general-purpose superagent for enterprise knowledge workers. The deployment began in September 2025, with planned expansion in 2026, marking the first large-scale implementation of AMD's full-stack training platform on IBM Cloud.

This collaboration builds on IBM and AMD's existing partnership, which includes plans to develop quantum-centric supercomputing architectures, combining IBM's quantum computing expertise with AMD's high-performance computing capabilities.

Positive

• First successful integration and scaling of AMD's full-stack training platform on IBM Cloud
• Multi-year agreement securing long-term collaboration between major tech players
• Strategic expansion planned for 2026 indicating strong growth trajectory
• Partnership extends into quantum-centric supercomputing development

Negative

• None.

Insights

Enterprise Technology & Cloud Computing Specialist

IBM expands AI infrastructure business through notable partnership with Zyphra, showcasing cloud competitiveness in the AI acceleration market.

This partnership between IBM, AMD, and Zyphra represents a strategic advancement in IBM's AI cloud infrastructure offerings. The multi-year agreement positions IBM to deliver one of the largest advanced AI training clusters using AMD's Instinct MI300X GPUs on IBM Cloud. This marks the first large-scale implementation of AMD's full-stack training platform on IBM Cloud, highlighting IBM's commitment to expanding its AI capabilities.

The collaboration is particularly significant as it demonstrates IBM's ability to attract cutting-edge AI companies - Zyphra being valued at $1 billion after its Series A round. By securing this deal with a well-funded AI research company focused on superintelligence, IBM is establishing credibility in supporting the most demanding AI workloads.

What's technically notable is the complete vertical integration of AMD's technology stack - from GPU accelerators to networking components (AMD Pensando Pollara 400 AI NICs and Ortano DPUs). This suggests IBM is developing specialized expertise in deploying and managing complex, heterogeneous computing environments optimized for AI.

The agreement also reinforces IBM's hybrid infrastructure strategy, positioning the company to capture value from the growing enterprise demand for AI acceleration services while maintaining its focus on security, reliability, and scalability - traditional IBM strengths that remain relevant differentiators in the AI era.

For IBM investors, this partnership demonstrates the company's continued relevance in next-generation computing markets and its ability to monetize the AI acceleration trend through its cloud infrastructure business.

Open-source superintelligence company leverages new integrated capabilities for AMD training clusters on IBM Cloud

ARMONK, N.Y. and AUSTIN, Texas, Oct. 1, 2025 /PRNewswire/ -- IBM (NYSE: IBM) and AMD (NASDAQ: AMD) today announced a collaboration to deliver advanced AI infrastructure to Zyphra, an open-source AI research and product company based in San Francisco, California. Under a multi-year agreement between IBM and Zyphra, IBM is positioned to deliver a large cluster of AMD Instinct™ MI300X GPUs on IBM Cloud for Zyphra to use for training frontier multimodal foundation models. This collaboration is expected to deliver among the largest advanced generative AI training capabilities to date powered by an AMD stack running on IBM Cloud.

Zyphra recently closed a Series A financing round at a $1B valuation to build a leading open-source/open-science superintelligence lab focused on advancing fundamental innovations in novel neural network architectures, long-term memory, and continual learning.

Zyphra partnered with IBM and AMD for their cutting-edge product roadmaps and ability to deliver GPU accelerators at the rapid pace required to drive Zyphra's innovation forward. This agreement is the first large-scale, dedicated training cluster on IBM Cloud leveraging AMD Instinct MI300X GPUs and AMD Pensando™ Pollara 400 AI NICs and AMD Pensando Ortano DPUs. The initial deployment was made available to Zyphra in early September with planned expansion in 2026.

Zyphra will use the advanced training cluster to develop multimodal foundation models across language, vision and audio modalities to power Maia, a general purpose superagent designed to deliver productivity benefits for knowledge workers across enterprise. IBM and AMD are uniquely positioned to continue scaling computational resources as Zyphra's AI model training needs expand.

"This collaboration marks the first time AMD's full-stack training platform—spanning compute through networking—has been successfully integrated and scaled on IBM Cloud, and Zyphra is honored to lead the way in developing frontier models with AMD silicon on IBM Cloud," said Krithik Puthalath, CEO and Chairman of Zyphra. "We're excited to partner with IBM and AMD to power the next era of open-source, enterprise superintelligence."

IBM and AMD Unlocking a New Era in AI Training Infrastructure

Last year, IBM and AMD announced a collaboration to deploy AMD Instinct MI300X accelerators as a service on IBM Cloud. Known for its security, reliability and scalability, IBM Cloud's robust infrastructure complements the capabilities of the AMD Instinct MI300X. This offering was designed to enhance performance and power efficiency for Gen AI models and high-performance computing (HPC) applications.

"Scaling AI workloads faster and more efficiently is a key differentiator in achieving ROI for established enterprises and emerging companies alike," said Alan Peacock, GM of IBM Cloud. "We are delighted to support Zyphra's strategic roadmap as we collaborate with AMD to deliver scalable, economical AI infrastructure that can accelerate Zyphra's model training." 

"The IBM and AMD collaboration delivers innovation at the speed and scale clients demand, representing a new standard in AI infrastructure," said Philip Guido, EVP and Chief Commercial Officer, AMD. "By combining IBM enterprise cloud expertise with AMD leadership in high-performance computing and AI acceleration, we are supporting Zyphra's pioneering work in multimodal and inference-efficient AI, enabling organizations everywhere to build smarter businesses and unlock AI solutions that drive real-world outcomes."

IBM and AMD are forging new ground in AI infrastructure, helping redefine performance, efficiency, and scale for enterprise and startup customers. Their hybrid infrastructure environment offers a foundation for scaling AI, with options such as hybrid multi-cloud that can help boost cloud ROI and value for clients' generative AI deployments.

IBM and AMD also recently announced plans to develop next-generation computing architectures, known as quantum-centric supercomputing, leveraging IBM's leadership in developing the world's most performant quantum computers and software, and AMD's leadership in high-performance computing and AI accelerators.

For more information about the collaboration between IBM Cloud and AMD, please visit: https://www.ibm.com/products/gpu-ai-accelerator/amd

About IBM

IBM is a leading provider of global hybrid cloud and AI, and consulting expertise. We help clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs and gain a competitive edge in their industries. Thousands of governments and corporate entities in critical infrastructure areas such as financial services, telecommunications and healthcare rely on IBM's hybrid cloud platform and Red Hat OpenShift to affect their digital transformations quickly, efficiently and securely. IBM's breakthrough innovations in AI, quantum computing, industry-specific cloud solutions and consulting deliver open and flexible options to our clients. All of this is backed by IBM's long-standing commitment to trust, transparency, responsibility, inclusivity and service. Visit www.ibm.com for more information.

About AMD

For more than 55 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- 3 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) website, blog, LinkedIn, Facebook and X pages.

Media Contact
Kate Gazzillo 
kate.gazzillo@ibm.com 

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SOURCE IBM

FAQ

What is the partnership between IBM and AMD for Zyphra's AI infrastructure?

IBM and AMD are collaborating to provide a large cluster of AMD Instinct MI300X GPUs on IBM Cloud to Zyphra for training frontier multimodal foundation models. The deployment began in September 2025 with expansion planned for 2026.

How much is Zyphra valued at after its Series A funding round?

Zyphra recently completed its Series A financing round at a $1 billion valuation, positioning itself as a leading open-source/open-science superintelligence lab.

What is Maia by Zyphra?

Maia is a general purpose superagent being developed by Zyphra to deliver productivity benefits for knowledge workers across enterprise, using multimodal foundation models across language, vision, and audio modalities.

What makes this IBM-AMD collaboration significant?

This marks the first time AMD's full-stack training platform has been successfully integrated and scaled on IBM Cloud, combining IBM's enterprise cloud expertise with AMD's leadership in high-performance computing and AI acceleration.

What future developments are planned between IBM and AMD?

IBM and AMD plan to develop quantum-centric supercomputing architectures, leveraging IBM's quantum computing expertise and AMD's high-performance computing and AI accelerator capabilities.