➀ AMD enters the back end AI network game with a UEC (UltraEthernet) NIC, driven by Nvidia's total solutions posture. ➁ AMD has improved its AI software stack over the past two years, with AI infrastructure being a 50-50 hardware-software game. ➂ Meta announces the installation of 1.5M Epyc processors, with all live traffic for Llama 405b running exclusively on MI300X. ➃ AMD Instinct MI325X launches today, with the same platform as MI300 and big performance claims on inference.