AMD eyes neocloud expansion with 152 MW of data center capacity available
BenBajarin · x · 2026-07-28
AMD’s neocloud push is tied to 152 MW of available capacity
Ben Bajarin says AMD discussed expanding its neocloud engagement, with 152 MW currently available to lease.
- AMD is already deeply involved with Hot Aisle and TensorWave.
- More neocloud partners appear interested in diversifying their supply.
- He says a deal like this suggests AMD sees real demand for Instinct and Helios.
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