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 reports news on high-performance and AI computing products used across cloud and AI infrastructure, embedded systems, AI PCs and gaming. Recurring updates cover AMD Instinct GPUs, AMD EPYC processors, Ryzen AI processors, networking and software, along with customer and ecosystem collaborations tied to AI infrastructure and full-stack computing platforms.
Company news also includes quarterly financial results, earnings-call materials, annual stockholder meeting notices, product portfolio launches and strategic technology collaborations involving memory, compute infrastructure and AI platforms. These developments reflect AMD’s role as a semiconductor operating company serving data center, PC, gaming, embedded, industrial and automotive markets.
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.
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.
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) 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.