Advanced Micro Devices NASDAQ:AMD shares climbed about 7% on Thursday after the chipmaker said it is partnering with AI infrastructure provider 5C to develop next-generation gigascale AI campuses.
AMD said the collaboration will combine its AI hardware portfolio with 5C's expertise in designing, building and operating large-scale AI infrastructure. The companies aim to support increasingly complex AI training workloads through integrated systems that bring together computing, power, networking and cooling.
The partners said future AI deployments will require tightly coordinated infrastructure rather than standalone chips or data centers. The initiative will focus on validated rack-scale designs intended to improve deployment efficiency and lower total cost of ownership for customers building AI capacity.
AMD said its Helios rack-scale platform is designed to address growing demand for large-scale AI computing by integrating hardware, software and infrastructure. The company expects its work with 5C to help accelerate deployment of next-generation AI factories as enterprises and cloud providers continue expanding investments in AI infrastructure.