AMD Shares Rise 13% as Google Cloud Taps EPYC for TPU 8tx

Advanced Micro Devices (AMD) shares gained $59.54, or 13.26%, Monday to close at $508.58 as Google Cloud unveiled TPU 8tx, a cloud AI system that uses AMD’s fifth-generation EPYC processors as host CPUs.

The processors manage workload orchestration and data preparation, and communicate with Google’s TPU accelerators. Google describes TPU 8tx as optimized for secure, confidential inference and small-scale training, with a focus on regulated businesses and governments handling sensitive data.

TPU 8tx is the first cloud TPU system with hardware-enforced confidential computing. It uses the same silicon as TPU 8t and belongs to Google’s eighth-generation TPU lineup.

“Customers get silicon-level data protection alongside the low-latency performance needed for modern reasoning models,” said Mark Lohmeyer, Google Cloud vice president and general manager for AI and computing infrastructure.

Google’s lineup also includes TPU 8t for large-scale training and TPU 8i for real-time reasoning. AMD and Google Cloud have worked together across multiple generations of EPYC processors.