Keith Fitz-Gerald(@fitz_keith):Physical AI becomes yet another growth vector for $AMD. Kodiak is putting AMD EPYC processors at the heart of its seventh-generation driverless truck platform — the first company to deploy them in driverless trucking hardware. Higher performance. Lower power. Faster real-time processing of the massive sensor data these trucks need to operate safely with no one in the cab. Already running fully driverless in the Permian. Targeting public highways later this year. As autonomy scales, the compute powering it carries increasing profit potential.

2026.08.28 14:25

Physical AI becomes yet another growth vector for $AMD. Kodiak is putting AMD EPYC processors at the heart of its seventh-generation driverless truck platform — the first company to deploy them in driverless trucking hardware. Higher performance. Lower power. Faster real-time processing of the massive sensor data these trucks need to operate safely with no one in the cab. Already running fully driverless in the Permian. Targeting public highways later this year. As autonomy scales, the compute powering it carries increasing profit potential.