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) (Nasdaq: AMD) is frequently in the news for developments in high-performance computing, AI infrastructure, client processors, embedded products and strategic partnerships. Company press releases describe AMD as driving innovation in high-performance and AI computing, with technology that powers billions of experiences across cloud and AI infrastructure, embedded systems, AI PCs and gaming. The AMD news flow reflects this broad scope, ranging from announcements of new AI GPUs and CPUs to collaborations with major technology and cloud partners.
Visitors to this AMD news page can expect updates on AI data center platforms such as AMD Instinct accelerator GPUs, AMD EPYC CPUs, AMD Pensando networking and the ROCm open software stack, including rack-scale architectures like the Helios platform. News items also cover client and gaming products, including Ryzen AI 400 Series and Ryzen AI PRO 400 Series processors for Copilot+ PCs, Ryzen AI Max+ processors for ultra-thin systems, and gaming-focused desktop CPUs and Radeon graphics technologies.
AMD’s news releases frequently highlight ecosystem collaborations and large deployments. Examples include work with Tata Consultancy Services to co-develop industry-specific AI and generative AI solutions, with HPE and Eviden to power supercomputers such as Herder and Alice Recoque, with Vultr to expand AI supercluster capacity using AMD Instinct GPUs, and with partners like Zyphra, Cisco and HUMAIN on AI infrastructure and large-scale model training. Regulatory and financial updates, such as earnings announcement dates and Form 8-K disclosures, also appear in AMD’s communications.
By following AMD-related news, investors and observers can track how the company’s CPUs, GPUs, embedded processors and software platforms are being adopted across cloud, enterprise, government, research and edge environments, and how new product introductions and partnerships shape its role in AI and high-performance computing.
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.
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.