Advanced Micro Devices Inc Stock Price, News & Analysis

AMD (NASDAQ: AMD) unveiled its Helios rack-scale reference platform publicly on Oct 14, 2025 at the OCP Global Summit. Built to the new Open Rack Wide (ORW) specification introduced by Meta, Helios combines AMD Instinct GPUs, EPYC CPUs, and AMD Pensando networking to target next-generation AI workloads.

Helios is a double-wide, ORW-based rack designed for gigawatt-scale data centers with quick-disconnect liquid cooling, improved serviceability, and standards-based Ethernet for multi-path resiliency. As an open reference design, it aims to help OEMs, ODMs, and hyperscalers adopt and customize scalable AI and HPC infrastructure more quickly.

Oracle (NYSE:ORCL) and AMD announced an expanded collaboration to deliver publicly available AI superclusters on Oracle Cloud Infrastructure starting in calendar Q3 2026.

The initial deployment will use an AMD "Helios" rack design with an initial 50,000 AMD Instinct MI450 Series GPUs, Helios 72-GPU liquid-cooled racks, next-gen EPYC "Venice" CPUs, and AMD Pensando "Vulcano" DPUs. Each MI450 GPU offers up to 432 GB HBM4 and 20 TB/s memory bandwidth. The zettascale OCI Supercluster can scale to 131,072 GPUs. Features include UALink/UALoE fabric, ROCm software stack, fine-grained partitioning, and up to three 800 Gbps AI-NICs per GPU.

AMD (NASDAQ: AMD) and OpenAI announced a multi‑year, multi‑generation agreement for OpenAI to deploy 6 gigawatts of AMD GPUs. The initial 1 gigawatt deployment of AMD Instinct MI450 series GPUs is slated to begin in 2H 2026. AMD issued OpenAI a warrant for up to 160 million shares that vests by deployment and performance milestones, including share‑price targets. AMD management characterized the deal as driving “tens of billions of dollars” in revenue and being accretive to non‑GAAP EPS. AMD will host a teleconference today and will report fiscal Q3 2025 results on Nov 4, 2025.

IBM (NYSE: IBM) and AMD (NASDAQ: AMD) have announced a strategic collaboration to provide advanced AI infrastructure to Zyphra, an open-source AI research company. The multi-year agreement involves deploying a large cluster of AMD Instinct MI300X GPUs on IBM Cloud for training frontier multimodal foundation models.

Zyphra, recently valued at $1 billion after its Series A funding, will utilize this infrastructure to develop Maia, a general-purpose superagent for enterprise knowledge workers. The deployment began in September 2025, with planned expansion in 2026, marking the first large-scale implementation of AMD's full-stack training platform on IBM Cloud.

This collaboration builds on IBM and AMD's existing partnership, which includes plans to develop quantum-centric supercomputing architectures, combining IBM's quantum computing expertise with AMD's high-performance computing capabilities.

AMD (NASDAQ: AMD) has expanded its collaboration with Cohere, a leading security-first enterprise AI company. The partnership enables Cohere customers to run their full suite of AI offerings, including Command A series and North platform, on AMD Instinct GPU-powered infrastructure.

Key developments include AMD integrating Cohere's North platform into its internal enterprise AI portfolio and optimizing Cohere's enterprise LLMs on AMD Instinct GPUs. The collaboration aims to provide enterprises and governments with sovereign AI deployment options that maintain security, compliance, and data sovereignty while delivering improved performance and total cost of ownership (TCO).

IBM (NYSE: IBM) and AMD (NASDAQ: AMD) have announced a groundbreaking collaboration to develop next-generation quantum-centric supercomputing architectures. The partnership combines IBM's expertise in quantum computing with AMD's leadership in high-performance computing and AI accelerators.

The collaboration aims to integrate AMD's CPUs, GPUs, and FPGAs with IBM quantum computers to accelerate new algorithms and advance IBM's goal of delivering fault-tolerant quantum computers by 2030. An initial demonstration is planned for later this year to showcase how IBM quantum computers can work alongside AMD technologies in hybrid quantum-classical workflows.

The partnership builds on IBM's existing quantum computing initiatives, including collaborations with RIKEN, Cleveland Clinic, and others. AMD brings its proven track record in supercomputing, powering the world's two fastest supercomputers, Frontier and El Capitan.

AMD (NASDAQ: AMD) has announced its upcoming 2025 Financial Analyst Day, scheduled for Tuesday, November 11, 2025, in New York City. The event will feature AMD's executive leadership team presenting the company's strategic vision, growth opportunities, product roadmaps, and long-term financial outlook.

Investors and interested parties can access the event through a live video webcast on AMD's Investor Relations website at ir.amd.com, where a replay will also be available.

AMD (NASDAQ:AMD) reported strong Q2 2025 financial results with record revenue of $7.7 billion, up 32% year-over-year. The company achieved GAAP net income of $872 million and diluted EPS of $0.54. However, export controls on AMD Instinct MI308 GPUs to China resulted in approximately $800 million in inventory charges.

The Data Center segment generated $3.2 billion in revenue (up 14% YoY), while Client and Gaming reached $3.6 billion (up 69% YoY). AMD announced plans to sell ZT Systems' data center infrastructure business to Sanmina for $3 billion. For Q3 2025, AMD expects revenue of approximately $8.7 billion (±$300M) with non-GAAP gross margin of 54%.

AMD (NASDAQ: AMD) has scheduled its fiscal second quarter 2025 financial results announcement for Tuesday, August 5, 2025, after market close. The company will host a conference call at 5:00 p.m. EDT / 2:00 p.m. PDT to discuss the results.

Additionally, Jean Hu, AMD's executive vice president, chief financial officer and treasurer, will present at Citi's 2025 Global TMT Conference on September 3, 2025. Both events will be accessible via webcast on AMD's Investor Relations website ir.amd.com.