Advanced Micro Devices Inc Stock Price, News & Analysis

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.

AMD (NASDAQ: AMD) and HCLTech have announced a strategic alliance to accelerate enterprise digital transformation through advanced solutions in AI, digital, and cloud computing. The partnership involves co-investment in innovation labs and training programs, establishing joint development centers for proof-of-concept testing.

The collaboration combines AMD's leading EPYC, Instinct, and Ryzen PRO processors with HCLTech's digital transformation expertise to deliver full-stack cloud native innovation. The alliance aims to provide enterprises with customized solutions that enhance operational efficiency and accelerate time-to-market for innovative tools.

StorMagic has announced a new integrated hyperconverged infrastructure (HCI) solution through a virtual OEM collaboration with HPE. The solution is built on the HPE ProLiant Compute DL145 Gen11 server featuring AMD EPYC 8004 Series processors and StorMagic SvHCI. This bundled offering is designed for retailers and organizations with decentralized workloads, providing an affordable, reliable, and high-availability infrastructure solution. The integrated system includes HPE iLO silicon root of trust and HPE Compute Ops Management, focusing on simplifying deployment and reducing total cost of ownership. Available through HPE's global distributor network, the solution targets customers with one to thousands of locations, including retail, manufacturing, and healthcare sectors.

AMD unveiled its comprehensive AI ecosystem strategy at Advancing AI 2025, introducing new hardware, software, and infrastructure solutions. The company launched the Instinct MI350 Series GPUs, delivering 4x AI compute increase and 35x inference improvement over previous generations, with MI355X offering 40% better tokens-per-dollar versus competitors. AMD showcased its open rack-scale AI infrastructure featuring MI350 Series accelerators, 5th Gen EPYC processors, and Pensando Pollara NICs. The company previewed next-gen 'Helios' rack with MI400 Series GPUs promising 10x performance improvement. AMD announced ROCm 7 software stack, exceeded its 5-year energy efficiency goal with 38x improvement, and set a new 2030 goal for 20x rack-scale efficiency increase. Major partners including Meta, OpenAI, Microsoft, and Oracle discussed their AMD-powered AI implementations, with seven of the top 10 model builders now using Instinct accelerators.

Infobell IT Solutions has expanded its collaboration with AMD to advance enterprise-ready AI innovation using AMD Instinct GPUs and EPYC CPUs. The partnership leverages AMD's CDNA architecture and ROCm software stack to deliver high-performance AI, cloud, and HPC solutions. Infobell's offerings include the AI Inference Framework eXpress platform and various use case-based service products. The collaboration enables faster AI training and inference cycles, with Infobell serving as a sponsor for AMD Advancing AI 2025. The partnership has already demonstrated success, with Gallery Systems reporting a 90% performance boost in data processing, while Triveni Turbines highlights the strategic importance of AI adoption through their partnership with Infobell.

AMD announced a significant partnership expansion with Nokia, which will integrate 5th Gen AMD EPYC processors into the Nokia Cloud Platform for next-generation telecom infrastructure. The collaboration aims to address the growing demands of 5G networks by leveraging AMD EPYC 9005 Series processors' superior performance and energy efficiency. This integration will support containerized workloads essential for 5G Core, edge, and enterprise applications. The partnership focuses on delivering high computing power while maintaining energy efficiency, crucial for modern telecom networks facing increasing data demands and environmental considerations.

Red Hat and AMD have announced a strategic collaboration to enhance AI capabilities and optimize virtualized infrastructure. The partnership focuses on two main areas: AI acceleration and datacenter transformation. For AI, AMD Instinct GPUs are now fully enabled on Red Hat OpenShift AI, and testing with AMD Instinct MI300X GPUs on Red Hat Enterprise Linux AI has demonstrated successful AI inferencing for scaling language models. The companies are collaborating in the vLLM community to improve GPU performance, enhance multi-GPU support, and expand ecosystem engagement. For datacenter transformation, Red Hat OpenShift Virtualization is validated for AMD EPYC processors, offering organizations a path to migrate and manage VM workloads while optimizing infrastructure costs. This collaboration aims to help enterprises modernize their IT infrastructure while preparing for AI workloads.

AMD (NASDAQ: AMD) has announced an agreement to sell ZT Systems' data center infrastructure manufacturing business to Sanmina (NASDAQ: SANM) for $3 billion in cash and stock, including a contingent payment of up to $450 million. The transaction is expected to close by the end of 2025.

As part of the deal, AMD will retain ZT Systems' design and customer enablement teams while Sanmina becomes a preferred new product introduction (NPI) manufacturing partner for AMD's cloud rack and cluster-scale AI solutions. This divestiture aligns with AMD's previously announced intentions during the ZT Systems acquisition in August 2024.

The strategic partnership aims to strengthen AMD's U.S-based manufacturing capabilities for AI systems and accelerate quality and time-to-market for cloud customers.