AMD

A detailed look at Jalapeño, OpenAI's ASIC developed with Broadcom in 16 months, which beat Nvidia, AMD, and Google chips on multiple top open-source models (newsletter.semianalysis.com)
13 days ago Google Nvidia AMD

Mercury Research: AMD's share of x86 client CPU shipments tops 30% for the first time, hitting 30.3% in Q2, up from 21.1% two years earlier, vs. Intel's 69.7% (www.pcmag.com)
13 days ago Intel AMD

Sources: AMD plans to raise as much as $5B in what could be the chipmaker's biggest-ever investment-grade bond sale, as it ramps up spending to meet AI demand (www.bloomberg.com)
25 days ago AI AMD

AMD Buys AI Chip Startup Taalas That Hardwires AI Models Into Its Silicon (hardware.slashdot.org)
2026-8-8 Startup AI AMD

AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon to boost inference performance, for an undisclosed sum (www.theregister.com)
2026-8-7 Toronto AMD

AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours (www.bloomberg.com)
2026-8-5 AMD

Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11% (www.cnbc.com)
2026-7-31 Microsoft Intel AMD

Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+ (www.ft.com)
2026-7-29 AMD

Core Scientific and AMD announce a deal under which AMD will secure 500+ MW of US data center capacity starting in 2027, with the ability to scale up to 2.5 GW (www.theblock.co)
2026-7-28 AMD

AMD is working with Cerebras to combine AMD Helios and Cerebras wafer-scale chips for an AI inference solution to make workloads faster; CBRS closed up 4.86% (www.theinformation.com)
2026-7-24 AI AMD

Foundation Future Industries, backed by Eric Trump, partners with AMD to develop autonomous humanoid robots using the AMD Ryzen AI Embedded X100 Series chips (www.reuters.com)
2026-7-24 Trump AI Robot AMD

AMD unveils the Venice-X CPU, with 1152 MB of 3D V-Cache, 96 cores, and up to 5.15 GHz clock speeds, available in H2 2027 (www.tomshardware.com)
2026-7-24 AMD

Sources: Intel and AMD are signing longer-term server CPU purchase commitments with Chinese customers; prices of some CPU products are up 40%+ in China YTD (www.reuters.com)
2026-7-23 China Intel AMD

AMD and Anthropic sign an AI server deal worth tens of billions; Anthropic will buy up to 2GW of MI450 chips from H1 2027, and AMD will invest $5B in Anthropic (www.wsj.com)
2026-7-22 AI AMD

AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (www.cnbc.com)
2026-7-20 Microsoft AI Nvidia AMD

Spectro Cloud, an AI infrastucture company helping manage token costs, raised a $100M Series D from AMD, LG, others at a $1B+ valuation, up from $750M in 2024 (www.axios.com)
2026-7-16 AI AMD

The global AI boom has thrust CPUs back into the spotlight as Nvidia, Qualcomm, MediaTek, and others challenge Intel and AMD in the AI data center CPU market (asia.nikkei.com)
2026-7-8 Intel AI Nvidia AMD

New Januscape Linux flaw allows VM escape on Intel, AMD devices (www.bleepingcomputer.com)
2026-7-7 Linux Intel AMD

Following User Outcry, AMD Reinstates Memory Encryption In Consumer CPUs (it.slashdot.org)
2026-6-23 AMD

Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, and others as TSMC's capacity remains constrained by AI demand (asia.nikkei.com)
2026-6-17 Google Samsung AI AMD

Users Cry Foul After AMD Stripped Memory Crypto From Its Consumer CPUs (hardware.slashdot.org)
2026-6-16 AMD

Vintage AMD R600 Graphics Driver Sees Code Cleanups Thanks To GitHub Copilot (linux.slashdot.org)
2026-6-15 GitHub AMD

Las Vegas-based TensorWave, which offers AMD-powered cloud infrastructure, raised a $350M Series B led by AMD and Magnetar at a $1.55B post-money valuation (www.wsj.com)
2026-6-10 Vegas AMD

US-traded chipmakers plunged on Friday, after Broadcom missed expectations; Nvidia fell 6.19%, Micron fell 13.25%, AMD fell 10.86%, and Broadcom 7.92% (www.reuters.com)
2026-6-6 Nvidia AMD

Intel unveils six Xeon 6+ data center CPU SKUs, says the 6990E+ has 30% better single-thread performance and up to 30% more energy efficiency than AMD Epyc 9965 (www.tomshardware.com)
2026-6-1 Intel Energy AMD

AMD unveils the $330 Ryzen 7 7700X3D CPU, relaunches the 5800X3D as a $349 10th-anniversary edition, and plans to support the AM5 motherboard socket until 2030 (www.theverge.com)
2026-6-1 AMD

A look at AMD CEO Lisa Su's and Nvidia CEO Jensen Huang's contrasting China playbooks, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue (www.reuters.com)
2026-5-31 China Nvidia AMD

Initial benchmarks show Nvidia's Vera CPU, which features 88 in-house-designed Olympus cores, packs a heavy-hitting punch, beating Intel's and AMD's x86_64 CPUs (www.phoronix.com)
2026-5-27 Intel Nvidia AMD

AMD (Xilinx) is Excluding Linux From the Free Tier For Its FPGA Dev Tool (hardware.slashdot.org)
2026-5-24 Linux AMD

AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand (asia.nikkei.com)
2026-5-22 AI AMD

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