From AMD: AMD to build worlds fastest most expensive USA Supercomputer. This is a big, big win. The Supercomputer uses both AMD CPUs and AMD compute GPU type hardware. The AMD hardware is not current hardware. It will be up to date in 2021 when it is installed. The author of the article believes Intel/Nvidia bid since they have produced a previous top Supercomputer (did not win, obviously).

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AMD Scores ‘Landmark Win’ In Deal To Build World’s Fastest Supercomputer For U.S. Government

the U.S. Department of Energy had chosen to partner with Cray and AMD to procure the world’s largest and most expensive supercomputer ever. The deal is said to be worth a total of $600 million dollars and will be commissioned in early 2022.

The system will be used in a wide range of activities ranging from modeling advanced medicinal molecules with thousands of atoms – up from only a few atoms at a time currently, simulating quantum computers, nuclear reactions, and more.

The price tag is indeed steep, $600 million dollars, which makes it the most expensive to date ever purchased by the U.S. government.

Cowen Analyst: “This is no ordinary HPC [high performance computing] win, but rather an important long-term milestone for AMD’s datacenter strategy”

$100 million is being given to AMD and Cray to develop some of the hardware going into the system.

Matthew Ramsay, an analyst at Cowen stood by his Outperform rating for AMD stock, claiming that AMD is firmly back when it comes to high-performance computing.

AMD could be pocketing $300 to $400 million dollars for the deal which is a huge chunk of revenue for them. Remember, last quarter AMD booked about $1.3 billion in total, a deal like this is a major blockbuster for the Santa Clara, CA-based semiconductor firm.


Lengthy Article

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