Advanced Micro Devices NASDAQ:AMD surged around 8% Thursday after announcing a collaboration with North American digital infrastructure provider 5C to develop next-generation gigascale AI campuses.
The partnership will combine AMD's AI hardware and software portfolio with 5C's ability to design, build and operate large-scale infrastructure. The companies said the collaboration is intended to support massive AI training workloads by integrating compute, power, cooling, networking and operations.
5C CEO Jonathan Ahdoot said the next generation of AI factories will require tightly integrated ecosystems rather than chips or data centers working in isolation. AMD executive Andrew Dieckmann added that frontier AI workloads now span compute, software, rack-scale architecture and infrastructure design.
The collaboration will feature AMD's Helios rack-scale solution, which the company says can deliver stronger performance and total cost of ownership for agentic AI workloads.