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AMD·NasdaqGS·US

AMD

Advanced Micro Devices designs high-performance CPUs, GPUs, FPGAs, and adaptive SoCs for data centers, personal computers, gaming consoles, and embedded systems. Its EPYC server processors and Instinct accelerators compete directly with Intel and NVIDIA in cloud and AI infrastructure, with manufacturing outsourced to foundry partners.

Recent Activity

Updated Oct 31, 2026
–AMD said the first Helios rackscale systems are installed and under test at Meta, with broader deployment to follow, alongside a custom Instinct GPU and 6th Gen EPYC for Meta's Muse.
–AMD will invest $1 billion in Meta's equity offering, following Nvidia's $3 billion, as part of the expanded partnership.
–AMD and Intel are integrating their CPU optimizations for PyTorch into a unified path by folding AMD's ZenDNN library into Intel's oneDNN library.
–AMD has joined the UXL Foundation as a steering member.
–AMD released the optional Adrenalin Edition 26.10.2 driver, fixing crashes and timeouts on Radeon RX 7000 and 9000 series GPUs, though new known issues remain.
–AMD relaunched the Ryzen 7 5800X3D as a final offering for AM4 socket users, a plan Lisa Su proposed before the DDR5 shortages.
–Linux project patch notes revealed details about the graphics of AMD's upcoming Zen 6 Medusa APUs, including a ray tracing update.

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Thematic Position

Relationship Groups

Suppliers10
Customers15
Partners12
Licensing3
Competitors10

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Recent Discoveries

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Ended Relationships

1 ended relationship · Ended relationships are part of the Pro plan.

Management Perspective on Regulatory & Geopolitical Developments

export controllicense requirement
April 2025 U.S. license requirement for AMD Instinct MI308 exports to China causes $800M charge
SEC 10-KFeb 4, 2026

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Related Events

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