SoftBank opts for AMD Instinct: “Divide and conquer” as a strategic declaration of war in the AI silicon war
17 février 2026 à 06:00
While the AI market has almost reflexively focused on NVIDIA’s Blackwell accelerators, SoftBank is attempting to redefine the playing field with a comparatively modest but strategically astute idea: hardware-level GPU partitioning for AMD’s Instinct accelerators. At the heart of this is close collaboration with AMD and the use of a proprietary orchestrator that divides AMD […]