Advanced Micro Devices shares gained 13.26% on Monday, closing at around $508.58, after Google Cloud selected AMD’s fifth-generation EPYC processors. The Turin/Zen 5-based chips will serve as the host infrastructure for Google Cloud’s new TPU 8tx artificial intelligence system. TPU 8tx is the first cloud TPU deployment to feature hardware-enforced confidential computing through AMD’s SEV technology. The partnership targets regulated enterprises and government customers using sensitive data for inference, fine-tuning and reinforcement learning. AMD’s financial impact will nevertheless depend on how widely Google Cloud rolls out the system and on demand from security-conscious customers.
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