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Lisa Su commits to supplying Upstage 10,000 AMD GPUs; AMD signs MOU with Korean government for sovereign AI
“We recently just uh signed an MOU with the Korean government to support, in particular, um open ecosystem... we're very happy to get you your 10,000 uh GPUs for your your very strong demand.”
Why it matters
A concrete 10,000-unit GPU order from Upstage plus a Korean government MOU points to sovereign AI as a growing demand channel for AMD Instinct outside traditional hyperscalers.
Investment implication
Sovereign AI deployments could add incremental Instinct MI355X volume for AMD; scale of 10K GPUs is modest, but the sovereign AI channel (Korea, and potentially other governments) broadens AMD's customer base beyond top-tier hyperscalers.