Advanced Micro Devices reports news on high-performance and AI computing products used across cloud and AI infrastructure, embedded systems, AI PCs and gaming. Recurring updates cover AMD Instinct GPUs, AMD EPYC processors, Ryzen AI processors, networking and software, along with customer and ecosystem collaborations tied to AI infrastructure and full-stack computing platforms.
Company news also includes quarterly financial results, earnings-call materials, annual stockholder meeting notices, product portfolio launches and strategic technology collaborations involving memory, compute infrastructure and AI platforms. These developments reflect AMD’s role as a semiconductor operating company serving data center, PC, gaming, embedded, industrial and automotive markets.
AMD (AMD) introduced Helion, an open rack-scale blueprint for infrastructure that supports AI agents performing tasks and coordinating workflows. Based on an Open Compute Project specification design, it supports CPU-only configurations for hyperscale customers and combined CPU/GPU configurations for enterprises. A CPU-only rack using 6th Gen AMD EPYC processors can support up to 32,768 CPU cores.
Configurations are under development with ecosystem partners, with availability planned for November 2026. AMD also plans to contribute the Helion specification to the Open Compute Project for community development and adoption.
AMD (AMD) will report fiscal third quarter 2026 financial results on November 3, 2026, after the market close. Management will discuss the results at 5 p.m. ET / 2 p.m. PT.
AMD will also participate in the UBS Global Technology and AI Conference on December 1 and Barclays 24th Annual Global Technology Conference on December 9, 2026. Webcasts will be available through AMD’s Investor Relations website.
AMD (AMD) agreed to acquire World Labs in an all-stock transaction valued at approximately $8.2 billion.
The deal is expected to close by the end of 2026, subject to regulatory approvals and other customary closing conditions. World Labs is a San Francisco-based AI model research lab led by Dr. Fei-Fei Li. Its spatial-intelligence models generate, reconstruct and simulate interactive 3D environments from text, image and video inputs. It also develops technology for robotic learning and simulation.
After the transaction closes, the World Labs team will continue AI model research. Li will join AMD as executive vice president and chief scientist, reporting to AMD CEO Dr. Lisa Su. AMD expects the team's model expertise to inform its development of AI hardware, software and systems.
AMD (NASDAQ: AMD), Cisco (NASDAQ: CSCO) and HUMAIN announced that AMD Instinct MI355X GPU-based AI infrastructure, built on Cisco Silicon One networking, is now live in Saudi Arabia and serving HUMAIN customers. The production system uses AMD Instinct GPUs, AMD EPYC CPUs and Cisco N9000 Series networking to deliver GPU-as-a-service for training and inference.
The companies’ joint venture plans to deploy up to 250 MW of AI infrastructure powered by AMD Instinct MI400 Series GPUs starting in 2027, with capacity coming online in the second half of that year, and remains on track to reach up to 1 GW by 2030.
AMD (NASDAQ: AMD) appointed Tim Ryan to its board of directors, effective Aug. 19, 2026. Ryan is Head of Technology and Business Enablement at Citi and previously spent more than three decades at PwC, including serving as U.S. Chair and Senior Partner from 2016 to 2024.
AMD also made board committee changes: KC McClure was named chair of the Audit and Finance Committee and appointed to the Nominating and Corporate Governance Committee, while Nora Denzel, lead independent director, joined the Audit and Finance Committee. These moves follow the retirement of long-serving director Joseph Householder after more than 11 years on the board.
AMD (NASDAQ: AMD) announced a definitive agreement to acquire Taalas, a 2023-founded Toronto company focused on specialized AI inference silicon. As AI inference grows and workloads become more specialized, AMD states the deal is intended to strengthen its long-term AI roadmap with differentiated inference technology and added engineering talent.
According to AMD, Taalas’ technology optimizes inference dataflows and reduces compute and memory bottlenecks associated with general-purpose architectures. The technology is expected to complement AMD’s full-stack AI platform, including AMD Helios rackscale solutions, AMD Instinct GPUs, AMD EPYC CPUs, AMD ROCm software and its broader AI ecosystem. AMD plans to integrate Taalas’ technology into its accelerator roadmap and develop system-level solutions with AMD Instinct GPUs. The transaction is subject to customary closing conditions and regulatory approvals.
AMD (NASDAQ: AMD) reported Q2 2026 revenue of $11.5 billion, up 50% year-over-year and 13% sequentially. GAAP gross margin was 54%, operating income was $2.0 billion, net income was $2.3 billion and diluted EPS was $1.38. Non-GAAP gross margin was 56%, operating income $3.1 billion, net income $2.8 billion and diluted EPS $1.66.
Data Center revenue reached $6.7 billion, up 107% year-over-year and accounting for 58% of company revenue, driven by EPYC CPUs and Instinct GPUs. Client and Gaming revenue was $3.8 billion, with Client up 23% and Gaming down 31% year-over-year. Embedded revenue was $977 million, up 19%. For Q3 2026, AMD expects revenue of approximately $13 billion ± $300 million, implying about 41% year-over-year and 13% sequential growth at the midpoint, and a non-GAAP gross margin of about 56%.
AMD (NASDAQ: AMD) and Core Scientific (NASDAQ: CORZ) announced an AI infrastructure partnership under which AMD will secure more than 500 megawatts of U.S. data center capacity starting in 2027, with the ability to expand access to up to 2.5 gigawatts of capacity for end-customer AI deployments.
Core Scientific and AMD will collaborate on physical infrastructure design and the deployment of AMD Instinct GPUs, EPYC CPUs and ROCm software across Core Scientific’s AI-ready, high-density colocation data centers. According to Core Scientific, AMD will also receive market-priced warrants to purchase Core Scientific common stock, subject to specified commercial conditions.
AMD (NASDAQ: AMD) introduced a broad next-generation AI compute portfolio at Advancing AI 2026, led by AMD Helios rackscale solutions, which integrate 72 AMD Instinct MI455X GPUs and 18 6th Gen AMD EPYC “Venice” CPUs. According to AMD, Helios delivers up to 30% more inference tokens per dollar than a leading competitive rack-scale solution and is already in production for deployment by major AI companies at gigawatt scale.
AMD also launched 6th Gen EPYC server CPUs, AMD Instinct MI400 Series GPUs and the Instinct MI350P GPU, which AMD says delivers up to 4.2x more tokens per second per dollar than the competition. Partnerships with Anthropic, OpenAI, Meta, Microsoft, Oracle and others focus on large-scale deployments and software optimization. AMD provided roadmaps for EPYC “Zen 7” and “Zen 8” CPUs and future Instinct MI500 and MI600 GPUs through 2030, and expanded into physical AI and robotics with new AMD Kria AI SOMs and a robotics developer platform. AMD estimates its AI-related total addressable market could reach about $2 trillion by 2030.
AMD (NASDAQ: AMD) and Cerebras Systems (NASDAQ: CBRS) announced a technical partnership to create a disaggregated AI inference solution that links AMD Helios rackscale systems and Cerebras Wafer-Scale Engine into a single workflow for ultra-low-latency, high-throughput AI inference.
AMD Helios handles high-throughput prompt and large-context processing, while Cerebras technology focuses on ultra-fast, low-latency decode and token generation. According to the companies, this combined approach is modeled to deliver up to 5x higher tokens per second per watt versus a Cerebras-only configuration. Cerebras plans to deploy AMD Helios in its data centers, with initial access to the joint solution expected via Cerebras Cloud in the second half of 2026.