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AMD has made 0 first-party announcements in the last 4 weeks. Latest: AMD, Cisco and HUMAIN Expand Saudi Arabia’s AI Infrastructure as AMD Instinct Systems Go Live, 31 August 2026.
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The Verge report that AMD is acquiring World Labs, the AI company co-founded by Fei-Fei Li, in an all-stock deal valued at approximately $8.2 billion. The acquisition is expected to close by the end of 2026, subject to regulatory approval, and Li will join AMD as executive vice president and chief scientist. · summary by forck.live
AMD, Cisco and HUMAIN announced that AMD Instinct MI355X GPU-based AI infrastructure is now live in Saudi Arabia, serving HUMAIN customers. The companies plan to deploy up to 250 MW of AI infrastructure powered by AMD Instinct MI400 Series GPUs beginning in 2027, with a joint venture on track to deploy up to 1 GW of AI infrastructure by 2030.
Appointment strengthens AMD's board with deep expertise spanning technology, enterprise operations and financial governance KC McClure named chair of the Audit and Finance Committee SANTA CLARA, Calif., Aug. 19, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced the appointment of Tim Ryan to its board of directors, effective Aug. 19, 2026. AMD also announced related board committee changes, with KC McClure named chair of the Audit and Finance Committee and appointed to the Nominating and Corporate Governance Committee. Nora Denzel, AMD’s lead independent director, has joined the Audit and Finance Committee. These changes follow the retirement of Joseph Householder, who is stepping down after more than 11 years on the AMD board. Ryan serves as Head of Technology and Business Enablement at Citi, where he leads the firm’s technology organization. He joined Citi in 2024 after more than three decades at PwC, including serving as U.S. Chair and Senior Partner from 2016 to 2024. Throughout his career, Ryan has advised many of the world’s leading companies on technology, strategy and risk. …
Taalas’ technology to further differentiate AMD’s AI roadmap by delivering breakthrough inference performance and efficiency AMD plans to integrate Taalas’ technology to deliver system level solutions together with AMD Instinct™ GPUs SANTA CLARA, Calif., Aug. 06, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced it has reached a definitive agreement to acquire Taalas, a pioneer in specialized AI inference silicon. As AI inference becomes one of the fastest-growing segments of the AI market and workloads become increasingly specialized, the acquisition strengthens AMD's long-term AI roadmap with differentiated inference technology and world-class engineering expertise. Founded in 2023 and headquartered in Toronto, Canada, Taalas’ technology optimizes inference dataflows, significantly reducing compute and memory bottlenecks associated with general-purpose architectures and enabling highly optimized AI inference capabilities. Taalas' technology will complement AMD's full-stack AI platform, including AMD Helios™ rackscale solutions, AMD Instinct GPUs, AMD EPYC™ CPUs, AMD ROCm™ software and the company's expanding AI ecosystem. …
SANTA CLARA, Calif., Aug. 04, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the second quarter of 2026. Second quarter revenue was $11.5 billion, gross margin was 54%, operating income was $2.0 billion, net income was $2.3 billion and diluted earnings per share was $1.38. On a non-GAAP ( *) basis, gross margin was 56%, operating income was $3.1 billion, net income was $2.8 billion and diluted earnings per share was $1.66. “We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year,” said Dr. Lisa Su, AMD chair and CEO. “We enter the second half with strong momentum as EPYC demand accelerates, Instinct deployments scale and Helios begins to ramp. More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.” …
At Advancing AI 2026, AMD launches 6th Gen AMD EPYC™ CPUs, AMD Instinct™ MI400 Series GPUs, AMD Helios™ AI rackscale solutions, AMD Ryzen™ AI Embedded X100 processors and the AMD Kria™ AI SOM and Robotics Developer Platform. AMD Helios delivers up to 30% more inference tokens per dollar than the competition, maximizing output from every rack deployed. AI is accelerating demand for the full range of AMD silicon spanning data center, PCs, edge and embedded processors, driving AMD’s TAM to ~$2 trillion in 2030. Anthropic, OpenAI, Meta, Cerebras, AT&T and Cisco detailed how they are collaborating with AMD to advance AI infrastructure, enterprise capabilities and edge AI. SAN FRANCISCO, July 23, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today launched its next-generation AI infrastructure and physical AI portfolio at Advancing AI 2026, led by AMD Helios rackscale solutions, now in production to be deployed by leading AI companies at gigawatt scale. As AI expands from training to inference and agentic workloads, compute demand is accelerating rapidly. AMD delivers an open, full-stack AI platform that gives customers the flexibility to deploy the right compute for every workload. …
AMD and Cerebras announced a technical partnership to deliver a disaggregated AI inference solution combining AMD Helios rackscale systems with the Cerebras Wafer-Scale Engine. The joint solution is expected to deliver up to 5x higher tokens per second per watt, with availability initially through Cerebras Cloud in the second half of 2026.
AMD and Anthropic announced a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with the first gigawatt deployment starting in the first half of 2027. The companies will also collaborate to use Claude to optimize workloads for AMD Instinct GPUs and accelerate ROCm development, and AMD will broadly adopt Claude across its engineering and product development teams. AMD committed to a strategic equity investment of up to $5 billion in Anthropic.
Microsoft to ramp AMD Helios™ at scale on Azure to power frontier model inference for Microsoft, its AI customers and Azure AI services. Azure will add two new VMs powered by 6th Gen AMD EPYC™ “Venice” processors Azure deploys AMD Pensando™ DPUs in AMD AI backend networking infrastructure and select Azure services. The companies are integrating AMD silicon with Azure Boost to scale cloud networking performance across the fleet. SANTA CLARA, Calif., July 20, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced an expanded strategic partnership spanning AMD GPUs, CPUs, networking and software on Microsoft Azure. At the center of this expansion, Microsoft will deploy the AMD Helios Rackscale Solution, to power frontier model AI inference for Microsoft, its AI customers and support Azure AI services. Azure will also add two new AMD EPYC CPU-powered VM series and broaden its deployment of Pensando DPUs to support Azure networking services. AMD will begin shipping Helios to customers, including Microsoft, in the second half of 2026. …
SANTA CLARA, Calif., July 16, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announces the appointment of Alan Smith as the newest AMD Corporate Fellow, recognizing his contributions to GPU architecture and technical leadership that have helped advance AMD AI computing. “Alan’s technical leadership in GPU architecture was critical to achieving AMD’s product success across HPC, AI for science and data center AI computing,” said Mark Papermaster, executive vice president and chief technology officer, AMD. “His appointment as Corporate Fellow recognizes the depth of his technical contributions and his commitment to execution excellence and exemplifying AMD’s engineering culture of innovation and collaboration.” AMD Corporate Fellow is an honor reserved for the most accomplished AMD innovators and represents the highest level of technical recognition for industry influence and leadership that delivers lasting impact for the company and its customers. Currently, 15 engineers at AMD hold the title of Corporate Fellow. …