Advanced Micro Devices Inc Stock Price, News & Analysis

AMD (NASDAQ: AMD) has announced its upcoming fiscal first quarter 2025 financial results release, scheduled for Tuesday, May 6, 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, AMD executives will participate in two major financial events: Mark Papermaster, executive vice president and CTO, will present at the TD Cowen 52nd Annual Technology, Media and Telecom Conference on May 28, 2025, while Jean Hu, executive vice president, CFO and treasurer, will attend the Bank of America 2025 Global Technology Conference on June 3, 2025. Both presentations will be accessible via webcast on AMD's Investor Relations website.

AMD (NASDAQ: AMD) announced that its 5th Gen AMD EPYC processors are now powering Oracle Cloud Infrastructure (OCI) Compute E6 Standard shapes, delivering up to 2X increase in cost-to-performance compared to the previous E5 generation.

The new OCI Compute E6 shapes are designed for general-purpose and compute-intensive workloads, joining over a thousand compute instances powered by AMD EPYC processors across major cloud providers. These shapes are currently available in multiple regions including US East (Ashburn), US West (Phoenix), US Midwest (Chicago), Germany Central (Frankfurt), and UK South (London), with planned expansion to additional regions.

AMD (NASDAQ: AMD) has completed its acquisition of ZT Systems, a leading provider of AI and general-purpose compute infrastructure for hyperscale providers. The strategic transaction aims to address the $500 billion data center AI accelerator opportunity projected for 2028.

The acquisition combines AMD's GPU, CPU, and networking silicon with ZT Systems' rack-level expertise and AMD's open-source ROCm™ software. This integration will enable new end-to-end AI solutions and accelerate the deployment of AMD-powered AI infrastructure at scale.

The deal is expected to be accretive on a non-GAAP basis by the end of 2025. AMD is seeking strategic partners to acquire ZT Systems' U.S.-based data center infrastructure manufacturing business in 2025. Former ZT Systems executives Frank Zhang and Doug Huang have joined AMD's leadership team under Executive Vice President Forrest Norrod.

AMD has unveiled its 5th Gen EPYC Embedded processors, featuring the new 'Zen 5' architecture, targeting networking, storage, and industrial edge markets. The EPYC Embedded 9005 Series processors support 8 to 192 cores in a single socket, delivering up to 1.3X increase in networking throughput and 1.6X in storage workloads.

Key features include extended 7-year product manufacturing support, enhanced system resiliency with Non-Transparent Bridging (NTB), and DRAM Flush for data protection. The processors offer up to 6TB DDR5 memory per socket and 160 PCIe Gen5 lanes with CXL 2.0 support.

Cisco and IBM are among the first partners to adopt these processors. Production shipments are expected to begin in Q2 2025, with the processors currently sampling to early access customers.

AMD has unveiled its next-generation RDNA 4 architecture with the launch of the Radeon RX 9000 Series graphics cards. The new lineup includes the RX 9070 XT and RX 9070, both featuring 16GB of GDDR6 memory and priced at $599 and $549 respectively.

The new cards deliver up to 40% higher gaming performance than the previous RDNA 3 architecture, with the RX 9070 offering 20% more performance and the RX 9070 XT delivering 40% more performance compared to the RX 7900 GRE at 1440p. Key improvements include 3rd generation raytracing accelerators providing 2x raytracing throughput, and 2nd generation AI accelerators offering up to 8x INT8 throughput.

The cards will be available from partners including Acer, ASRock, ASUS, Gigabyte, PowerColor, Sapphire, Vastarmor, XFX, and Yeston starting March 6th, 2025. They support DisplayPort 2.1a and HDMI 2.1b, enabling up to 8K 144Hz display output.

Vultr, the largest privately-held cloud infrastructure company, has announced the deployment of AMD Instinct™ MI325X GPUs in its Chicago data center, becoming the first cloud provider to offer these AI solutions. This follows Vultr's growth financing at a $3.5 billion valuation and expanded collaboration with AMD.

The AMD Instinct MI325X GPUs feature 256GB of HBM3E memory and 8 TB/s of memory bandwidth, hosted on Supermicro AS-8126GS-TNMR 8-U servers. The solution offers seamless integration with AMD ROCm™ open software ecosystem, supporting various AI and high-performance computing frameworks for building and scaling AI-native applications.

AMD and France's Commissariat à l'énergie atomique et aux énergies alternatives (CEA) have signed a Letter of Intent to collaborate on advancing next-generation AI computing architectures. The partnership aims to develop energy-efficient systems for handling intensive AI workloads across various sectors including energy and medicine.

The collaboration will focus on technological advancements in next-generation AI compute infrastructure. Both organizations plan to host a symposium in 2025, bringing together European stakeholders, global technology providers, startups, supercomputing centers, universities, and policymakers to foster collaboration on AI computing technologies.

This initiative reinforces AMD's commitment to international collaborations that accelerate AI innovation, promote sustainability, and strengthen cooperation between U.S. and European research institutions.

AMD reported strong financial results for Q4 and full year 2024. Q4 revenue reached a record $7.7 billion, up 24% year-over-year, with non-GAAP gross margin of 54% and record operating income of $2.0 billion. Full-year revenue hit a record $25.8 billion, up 14% from 2023.

The Data Center segment showed exceptional growth, with Q4 revenue up 69% year-over-year to $3.9 billion, driven by AMD Instinct GPU and EPYC CPU sales. Annual Data Center revenue nearly doubled to $12.6 billion. The Client segment achieved record revenue of $2.3 billion in Q4, up 58% year-over-year.

However, the Gaming segment saw a 59% decline to $563 million in Q4, while the Embedded segment decreased 13% to $923 million. AMD expanded its AI partnerships with IBM, Vultr, and Aleph Alpha, focusing on AI infrastructure development and deployment.

AMD (NASDAQ: AMD) has announced it will release its fiscal fourth quarter and full year 2024 financial results on Tuesday, February 4, 2025, after market close. The company's management will host a conference call at 5:00 p.m. EST / 2:00 p.m. PST to discuss the results. Investors and interested parties can access the webcast through the AMD Investor Relations website at ir.amd.com.