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 (AMD) generates news across multiple technology sectors, from consumer PC processors to data center infrastructure and artificial intelligence hardware. As a major semiconductor company competing directly with Intel and NVIDIA, AMD's product launches, partnership announcements, and quarterly earnings reports frequently move markets and influence the broader technology sector.
AMD's news coverage typically focuses on several key areas. Product announcements for new processor and graphics card generations draw significant attention from technology enthusiasts and enterprise buyers. Partnership announcements with cloud providers, server manufacturers, and AI companies signal AMD's penetration into high-growth markets. Quarterly earnings reports reveal the company's progress in gaining market share from competitors and highlight which business segments drive revenue growth. Manufacturing and supply chain developments, particularly regarding foundry partner TSMC, affect AMD's ability to meet demand and compete on performance.
The company's data center and AI infrastructure developments produce particularly newsworthy content, as major cloud providers announce deployments of AMD's EPYC server processors or AI accelerators. These announcements demonstrate AMD's competitiveness against established players and indicate shifts in the data center market. Gaming-related news includes console sales figures that affect AMD's semi-custom revenue, graphics card launches competing with NVIDIA, and gaming technology partnerships.
Investors tracking AMD benefit from monitoring news about competitive positioning against Intel in the processor market and NVIDIA in graphics and AI accelerators. Executive stock transactions filed through Form 4 provide insight into insider sentiment. Material events reported in 8-K filings cover acquisitions, divestitures, and strategic shifts that reshape AMD's business focus. Bookmark this page to track AMD's developments across consumer, enterprise, and emerging technology markets.
AMD (NASDAQ: AMD) will report its fiscal fourth quarter and full year 2025 financial results on Tuesday, Feb. 3, 2026, after the market close. Management will host a conference call on that day at 5:00 p.m. EST / 2:00 p.m. PST and a webcast will be available via the AMD Investor Relations website ir.amd.com.
Additionally, Mark Papermaster, executive vice president and chief technology officer, will present at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, March 3, 2026, with a webcast available on the same Investor Relations site.
AMD (NASDAQ: AMD) unveiled products and partnerships at CES 2026 focused on scaling AI from cloud to edge. Highlights include the Helios rack-scale blueprint delivering up to 3 AI exaflops per rack using Instinct MI455X, EPYC Venice CPUs and Pensando Vulcano NICs, a full MI400 Series reveal and the new Instinct MI440X eight-GPU enterprise accelerator. AMD previewed the next-generation MI500 Series (targeted 2027) claiming up to 1,000x AI performance vs MI300X. For clients, AMD launched Ryzen AI 400 Series (60 TOPS NPU) shipping Jan 2026 and announced a $150 million commitment to AI education.
AMD (NASDAQ: AMD) introduced the Ryzen AI Embedded P100 and X100 processor families on January 6, 2026, targeting automotive, industrial and physical AI edge systems.
The P100 series (4–6 cores) pairs Zen 5 CPU cores with an RDNA 3.5 GPU (estimated 35% faster rendering) and an XDNA 2 NPU delivering up to 50 TOPS. AMD cites up to 2.2X multi- and single-thread performance versus the prior generation, 4×4K120 display support, 15–54 W operating range, and -40°C to +105°C support for automotive/industrial use.
Availability: P100 4–6 core models are sampling now with production shipments expected in Q2 2026; 8–12 core P100 and X100 sampling are planned later in H1 2026.
AMD (NASDAQ: AMD) unveiled new Ryzen AI and Ryzen AI Max+ processors, Ryzen AI PRO 400 Series, the Ryzen 7 9850X3D gaming CPU, the Ryzen AI Halo developer mini-PC, and ROCm 7.2 support at CES 2026 on Jan. 5, 2026.
Key specs: up to 60 NPU TOPS for Ryzen AI 400 Series, Ryzen 7 9850X3D with up to 5.6 GHz boost and 104 MB cache, Ryzen AI Halo supporting up to 200B-parameter models and up to 128 GB unified memory, and ROCm 7.2 adding Windows/Linux support and ComfyUI integration. Systems begin availability in Q1 2026 (desktops Q2 2026); Ryzen AI Halo planned for Q2 2026.
Vultr and AMD (NASDAQ: AMD) expanded their collaboration with a 50 MW AI supercluster deployment in Springfield, Ohio, adding 24,000 AMD Instinct MI355X GPUs to support large-scale training and inference workloads.
The expansion includes support for AMD EPYC 4005 Series processors and Vultr VX1 Cloud Compute, and Vultr plans to integrate next-generation AMD Instinct MI450 GPUs and the Helios rack-scale infrastructure. The project is supported by Ohio state and local economic partners and marks Vultr’s first cloud data center in Ohio.
AMD (NASDAQ: AMD) expanded its collaboration with HPE to deliver the open, rack-scale AI architecture named Helios, combining AMD EPYC CPUs, AMD Instinct GPUs, AMD Pensando networking and the ROCm software stack for large-scale AI and HPC workloads. HPE will be one of the first system providers to adopt Helios and will integrate a purpose-built HPE Juniper Networking scale-up switch developed with Broadcom supporting the UALoE standard.
Helios claims up to 2.9 exaFLOPS FP4 per rack using MI455X GPUs; HPE will offer Helios worldwide in 2026. Separately, HPE will build the Herder supercomputer for HLRS using AMD Instinct MI430X GPUs and next-gen EPYC "Venice" CPUs, scheduled for delivery in 2H 2027 and service entry by end of 2027.
AMD (NASDAQ: AMD) announced that Zyphra trained ZAYA1, the first large-scale Mixture-of-Experts foundation model trained entirely on AMD Instinct MI300X GPUs with AMD Pensando networking and the ROCm software stack on Nov. 24, 2025.
ZAYA1-base (8.3B total, 760M active) reportedly matches or exceeds several open models across reasoning, math, and coding benchmarks and rivals Qwen3-4B and Gemma3-12B. AMD highlights the MI300X’s 192 GB high-bandwidth memory enabled simpler training (avoiding costly sharding) and Zyphra reports 10x faster model save times using AMD optimized distributed I/O. The model was trained on a jointly engineered AMD and IBM cluster using IBM Cloud fabric and storage.
AMD (AMD), Cisco and HUMAIN announced a joint venture to build large-scale AI infrastructure in Saudi Arabia, targeting up to 1 GW of capacity by 2030 with an initial 100 MW phase 1 planned to begin operations in 2026. AMD and Cisco will serve as exclusive technology partners, supplying AMD Instinct MI450 Series GPUs and Cisco critical infrastructure while HUMAIN provides modern data center capacity. The companies said the joint venture aims to deliver cost-efficient, high-performance compute to power regional and global AI use cases and will include an AMD Center of Excellence in Saudi Arabia.
AMD (NASDAQ: AMD) and Eviden will build Alice Recoque, France’s first and Europe’s second exascale supercomputer, funded at 544 million euros by EuroHPC JU and partners on Nov 18, 2025.
The system uses next-gen AMD EPYC "Venice" CPUs, Instinct MI430X GPUs (432 GB HBM4, 19.6 TB/s per GPU, FP4/FP8 support), AMD FPGAs, Eviden BXI networking, BullSequana XH3500 platform and DDN storage. Alice Recoque spans 94 racks and targets >1 exaflop HPL with claims of 25% fewer racks and up to 50% better energy efficiency per GPU.
AMD (NASDAQ: AMD) presented its long-term strategy at Financial Analyst Day on Nov 11, 2025, targeting accelerated growth driven by data center and AI products.
Key numerical targets: >35% revenue CAGR company-wide, non-GAAP operating margin >35%, and non-GAAP EPS >$20 over the next 3–5 years. AMD expects >60% revenue CAGR in data center and >80% CAGR in data center AI, a plan for >50% server CPU revenue share, and product launches including Helios (MI450) in Q3 2026 and MI500 in 2027.
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