AMD says Google Cloud TPU 8tx uses 5th Gen EPYC chips

AMD said 5th Gen EPYC processors are powering the host infrastructure for Google Cloud TPU 8tx. A market report said the shares rose 13.3% on Monday.

The company dated the announcement November 9. AMD said TPU 8tx is the first cloud Tensor Processing Unit system with hardware-enforced confidential computing. It said the chips manage workload orchestration, data preparation, and communication with the accelerators. It also said AMD Secure Encrypted Virtualization on the EPYC CPU, together with the TPU, extends confidential computing beyond the processor.

Google Cloud described the pairing. Mark Lohmeyer, vice president and general manager for AI and computing infrastructure at Google Cloud, said the companies are bringing hardware-enforced confidential computing to cloud TPUs for the first time. Dan McNamara, senior vice president and general manager of compute and enterprise AI at AMD, said: "The most capable AI systems need a CPU foundation that can match the demands of the accelerators they host."

Oppenheimer upgraded the stock. Oppenheimer upgraded AMD to outperform from perform and set a $600 price target. The firm said that target implies 34% upside from Monday's close. Analyst Rick Schafer said the firm was raising estimates after an earnings call and a fireside chat. The note said shares rose more than 3% in Monday's premarket. The 13.3% figure is the session move in a separate market report, not the premarket print.

AMD said the chips are a host CPU across other AI systems. The release said EPYC processors are the host CPU of choice across more than 10 hyperscalers and frontier AI labs, spanning graphics processors and custom accelerator chips. It did not give a revenue figure for the Google Cloud deployment.