TLDR
- AMD is expanding its global partnership with Cohere to integrate AI chips into enterprise language models and natural language processing tools
- Cohere will make its full suite of AI products available on AMD’s Instinct GPU-powered infrastructure
- AMD will adopt Cohere’s North platform for its own internal engineering and enterprise workloads
- The partnership focuses on helping businesses and governments build sovereign AI systems that meet strict security requirements
- AMD stock gained 1.34% following the announcement and is up over 33% year-to-date
Advanced Micro Devices has announced an expansion of its global partnership with enterprise AI company Cohere. The deal centers on integrating AMD’s AI chips into Cohere’s suite of large language models and natural language processing tools.
Under the new agreement, Cohere will make its complete range of enterprise AI products available on AMD’s Instinct GPU infrastructure. This includes Command A, Command A Vision, Command A Translate, and North platforms.
The integration gives enterprises and sovereign AI initiatives greater flexibility to scale their deployments. Companies can now meet performance, security, and cost-efficiency targets more effectively.
AMD will also adopt Cohere’s North platform for its own internal operations. This makes Cohere’s AI technology a core part of AMD’s engineering and enterprise workloads.
Enterprise AI Acceleration
The collaboration builds on previous optimization work between the two companies. Earlier efforts focused on optimizing large language models for AMD Instinct GPUs designed for enterprise use.
The partnership provides the high memory bandwidth needed for complex, long-form AI tasks. This helps lower the total cost of ownership for customers using these enterprise solutions.
AMD’s Instinct GPU infrastructure becomes accessible to all of Cohere’s enterprise customers through this deal. The integration supports Cohere’s full range of AI offerings across different business applications.
Sovereign AI Focus
A key element of the expanded partnership involves sovereign AI systems. Both companies are targeting businesses and governments in Canada and globally.
The combination of AMD’s high-performance infrastructure with Cohere’s secure AI models creates options for sovereign AI strategies. These systems must comply with strict national data, security, and compliance requirements.
Executives from both companies highlighted the energy-efficient nature of AMD’s infrastructure. When paired with Cohere’s privacy-focused AI models, this creates trusted AI systems for government use.
The partnership gives organizations more choices when building AI systems that keep data within national borders. This addresses growing concerns about data sovereignty in AI deployments.
AMD stock gained 1.34% to $163.04 following the announcement on Wednesday. The stock has risen over 33% year-to-date, outperforming the Nasdaq 100’s 17% returns.
The stock is currently trading within its 52-week range of $76.48 to $186.65. Wall Street analysts maintain a Moderate Buy consensus rating on AMD with an average price target of $187.73.
