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, Inc. (AMD) is a global leader in high-performance computing and graphics technologies, driving innovation across semiconductors for data centers, gaming, and adaptive computing solutions. This dedicated news hub provides investors and technology professionals with essential updates spanning corporate developments and product advancements.
Access AMD's official press releases alongside curated industry analysis covering strategic partnerships, processor innovations, and market leadership in next-generation computing. Our repository includes earnings reports, executive commentary, and technology roadmap updates critical for understanding AMD's position in competitive semiconductor markets.
Key content categories feature quarterly financial results, product launch announcements, research breakthroughs, and industry event coverage. Stay informed about developments in artificial intelligence infrastructure, data center expansion, and next-gen GPU/CPU architectures shaping computing's future.
Bookmark this page for streamlined access to AMD's evolving story, with verified updates organized chronologically for efficient research. Check back regularly to monitor how AMD's adaptive computing solutions continue transforming industries from cloud services to edge AI applications.
AMD (NASDAQ:AMD) reported record Q3 2025 revenue of $9.246 billion, up 36% year‑over‑year, with GAAP gross margin of 52% and non‑GAAP gross margin of 54%. GAAP operating income was $1.27 billion and GAAP diluted EPS was $0.75; non‑GAAP operating income was $2.238 billion and non‑GAAP diluted EPS was $1.20. Data Center revenue was $4.3 billion (+22% YoY) and Client & Gaming revenue was $4.0 billion (+73% YoY). Embedded revenue declined to $857 million (-8% YoY). AMD expects Q4 2025 revenue of ~$9.6 billion ± $300 million and non‑GAAP gross margin of ~54.5%. The results exclude any revenue from AMD Instinct MI308 shipments to China.
AMD (NASDAQ: AMD) and the U.S. Department of Energy will deliver two next‑generation supercomputers at Oak Ridge National Laboratory: the Lux AI supercomputer and the Discovery supercomputer. Together these systems represent a combined $1 billion of public and private investment to build a secure, federated U.S. AI and science infrastructure.
Lux, powered by AMD Instinct MI355X GPUs and EPYC CPUs, will deploy in early 2026 as the nation’s first dedicated AI Factory for science. Discovery, using EPYC "Venice" CPUs and AMD Instinct MI430X GPUs, is expected for delivery in 2028 with user operations in 2029.
AMD (NASDAQ: AMD) announced completion of the divestiture of the ZT Systems U.S.-headquartered data center infrastructure manufacturing business to Sanmina on October 27, 2025. AMD retains ZT Systems’ rack-scale AI solutions design and customer enablement teams to accelerate quality and time-to-deployment for cloud AI customers.
Sanmina becomes a preferred new product introduction (NPI) manufacturing partner for AMD cloud rack and cluster-scale AI solutions, reinforcing AMD’s ecosystem of ODM and OEM partners and aiming to speed manufacturing and deployment for cloud customers.
Sanmina (NASDAQ: SANM) completed the acquisition of the ZT Systems data center infrastructure manufacturing business from AMD (NASDAQ: AMD) on Oct 27, 2025. The deal adds large, state-of-the-art manufacturing facilities in New Jersey, Texas and an operation in the Netherlands, including high-power and advanced liquid-cooling capabilities.
Sanmina and AMD also agreed a strategic partnership naming Sanmina a U.S.-based preferred new product introduction (NPI) manufacturing partner to accelerate AMD cloud rack and cluster-scale AI deployments. A conference call to discuss the announcement and Sanmina fiscal Q4/2025 results is scheduled for Nov 3, 2025 at 5:00 p.m. ET.
AMD (NASDAQ: AMD) announced that senior executives will present at two investor conferences in December 2025 and that presentations will be available via live webcast and replay on the AMD Investor Relations website.
Key details: Dr. Lisa Su, chair and chief executive officer, will present at UBS 2025 Global Technology and AI Conference on Wednesday, Dec. 3, 2025. Jean Hu, executive vice president and chief financial officer, will present at Barclay’s 2025 Global Technology Conference on Wednesday, Dec. 10, 2025. Webcasts and replays are accessible at ir.amd.com.
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).
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