On October 1, 2025, IBM and AMD announced a collaboration to deliver advanced AI infrastructure to Zyphra, a San Francisco‑based open‑source AI company. The partnership will see IBM host a large cluster of AMD Instinct MI300X GPUs on IBM Cloud, enabling Zyphra to train multimodal foundation models. This deployment is one of the largest generative‑AI training setups using an AMD stack to date.
The initial cluster was made available to Zyphra in early September, with plans to expand through 2026. Zyphra recently closed a Series A financing round at a $1 billion valuation to build its super‑intelligence lab, positioning it to leverage the new infrastructure for cutting‑edge AI research. IBM’s role as the cloud host provides a scalable, secure environment that integrates compute, networking, and storage for high‑performance AI workloads.
The collaboration strengthens IBM’s hybrid‑cloud AI portfolio and deepens its partnership with AMD, positioning the company to capture growing demand for generative‑AI training services. By hosting the GPU cluster, IBM can generate new revenue streams from infrastructure‑as‑a‑service and reinforce its competitive edge in the AI‑infrastructure market. The deal also signals IBM’s commitment to supporting open‑source AI ecosystems and expanding its footprint in the emerging super‑intelligence space.
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