AMD and the US government sign $1 billion deal for two massive supercomputers
- is the global AI war finally heating up?

Date:
Fri, 31 Oct 2025 20:36:00 +0000

Description:
The US and AMD are investing $1 billion in two supercomputers to advance AI
and scientific computing.

FULL STORY

The US Department of Energy has announced a $1 billion collaboration with AMD to deliver two supercomputers, Lux and Discovery, at Oak Ridge National Laboratory (ORNL).

AMD says the partnership will help it deliver computing platforms that
advance research in energy, health, and national security, with both systems forming part of the federal effort to maintain an edge in artificial intelligence and high-performance computing.

Lux, which will arrive in early 2026, and Discovery, set for 2028, are being developed alongside HPE and Oracle.

Lux and Discovery two heavyweight systems

We are proud and honored to partner with the Department of Energy and Oak
Ridge National Laboratory to accelerate Americas foundation for science and innovation, said Dr. Lisa Su, chair and CEO, AMD.

Discovery and Lux will use AMDs high-performance and AI computing
technologies to advance the most critical U.S. research priorities in
science, energy, and medicine, showing the power of public-private
partnership at its best.

The systems will combine AMDs Instinct GPUs, EPYC CPUs, and networking
hardware to expand national computing capacity and power future AI tools .

The Lux AI system is described by the Department of Energy as the first dedicated US AI factory for science and research, used to train and fine-tune foundation models designed for areas such as biology, materials science, and clean energy.

Its architecture is tailored for data-heavy workloads that cannot be handled
by a regular workstation .

Despite the strong technical claims, there is limited independent
verification of how Lux will perform once deployed.

Its co-development with cloud providers like Oracle raises questions about
how much of the infrastructure will remain sovereign and under direct federal control.

Oracle will deliver sovereign, high-performance AI infrastructure that will support the co-development of the Lux AI cluster, said Mahesh Thiagarajan, executive vice president, Oracle Cloud Infrastructure.

Discovery, planned as the successor to the Frontier supercomputer, will use AMDs next-generation EPYC CPUs and MI430X GPUs.

The Discovery system will drive scientific innovation faster and farther than ever before, said ORNL Director Stephen Streiffer.

The project is expected to increase bandwidth and efficiency while keeping energy use steady, a goal that remains to be proven.

Its backers at Oak Ridge say it will expand the DOEs ability to simulate scientific processes and design materials, reactors, and catalysts at record speed.

However, large-scale AI tools require ongoing maintenance, and it is unclear whether Discovery will meet its energy and cost targets once scaled to production.

Winning the AI race requires new and creative partnerships that will bring together the brightest minds and industries American technology and science
has to offer, said US Secretary of Energy Chris Wright.

Thats why the Trump administration is announcing the first example of a new commonsense approach to computing partnerships with Lux. We are also announcing, as part of a competitive procurement process, Discovery. Working with AMD and HPE, were bringing new capacity online faster than ever...

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Link to news story: https://www.techradar.com/pro/amd-and-the-us-government-sign-usd1-billion-deal -for-two-massive-supercomputers-is-the-global-ai-war-finally-heating-up

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