Welcome to our dedicated page for Advanced Micro Devices news (Ticker: AMD), a resource for investors and traders seeking the latest updates and insights on Advanced Micro Devices stock.
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 (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.
AMD (NASDAQ: AMD) and Anthropic announced a strategic partnership under which Anthropic plans to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with the first 1 gigawatt deployment beginning in the first half of 2027.
Anthropic will use Helios systems featuring AMD Instinct MI455X GPUs, AMD EPYC “Venice” CPUs, AMD Pensando networking and ROCm software, expanding on its existing use of AMD Instinct MI355X GPUs. The companies will also enter a multi-year engineering collaboration using Claude to optimize workloads for AMD Instinct GPUs and accelerate ROCm development, while AMD broadly adopts Claude across its engineering and product development teams.
According to AMD, it has committed to make a future strategic equity investment of up to $5 billion in Anthropic, aligning long-term compute deployment and software co-development with a significant capital commitment.
AMD (NASDAQ: AMD) and cloud provider Vultr are supporting the University of Cambridge’s Energy & Environment Group on TESSERA, a planetary-scale AI foundation model using AMD Instinct MI325X GPUs on Vultr’s cloud to generate global 10-meter embeddings of Earth’s land surface from 2017–2025.
The project processes European Space Agency Sentinel satellite data, releases embeddings and a reproducible training pipeline under a CC-BY license, and targets applications in agriculture, biodiversity monitoring, and renewable energy infrastructure mapping, with initial global embeddings publicly available since early 2026.
AMD (NASDAQ: AMD) announced an expanded long-term strategic partnership with Microsoft Azure covering GPUs, CPUs, networking and software. Microsoft will deploy the AMD Helios Rackscale Solution, combining Instinct MI455X GPUs, 6th Gen EPYC “Venice” CPUs, Pensando DPUs and ROCm software, to power frontier model AI inference for Microsoft, Azure AI services and customers.
Azure will add two new VM series, HDv2 for agentic AI and data pipelines and HXv2 for semiconductor design, both powered by 6th Gen EPYC “Venice” processors. Microsoft is also broadening deployment of Pensando DPUs and integrating AMD silicon with Azure Boost to enhance cloud networking performance. AMD plans to begin shipping Helios to customers, including Microsoft, in the second half of 2026.
AMD (NASDAQ: AMD) has appointed Alan Smith as its newest AMD Corporate Fellow, the company’s highest level of technical recognition. AMD credits Smith’s leadership in GPU architecture, including AMD Instinct GPU development, with advancing its AI, HPC and data center computing capabilities and supporting growth in its AI accelerator business.
AMD (NASDAQ: AMD) will report fiscal second quarter 2026 financial results on Tuesday, Aug. 4, 2026, after market close. Management will host a conference call at 5:00 p.m. ET / 2:00 p.m. PT, with a webcast available on the AMD Investor Relations website.
AMD will also present at KeyBanc’s Technology Leadership Forum on Aug. 11, 2026, Citi’s 2026 Global TMT Conference on Sept. 8, 2026, and Goldman Sachs Communacopia + Technology Conference on Sept. 11, 2026. Webcasts for these events will be accessible via ir.amd.com.