AMD

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Key Facts

Founded1969

Key PeopleLisa Su

HeadquartersSanta Clara, USA

ProductsMI300X, ROCm

Top News

AMD wins major analyst upgrades as agentic AI drives server CPU revenue surge to new heights

Goldman Sachs upgraded AMD to buy from hold with a price target of $450, while Baird raised its target to $625. The chipmaker's server CPU total addressable market is now expected to exceed 35% CAGR through 2030, reaching $120 billion, driven primarily by agentic AI workloads that are reshaping enterprise computing infrastructure.

Business2 sources

AMD wins major analyst upgrades as agentic AI drives server CPU revenue surge to new heights

Business2 sources

AMD posts record Q1 results as data center revenue surges 57% on exploding AI chip demand

AMD delivered record first-quarter results with $10.25 billion in revenue, driven by a 57% surge in data center sales to $5.8 billion. The company now forecasts the server CPU market will reach $120 billion by 2030, more than doubling its previous estimate, as agentic AI shifts compute requirements. CEO Lisa Su predicts CPUs may soon match GPUs in importance for AI workloads.

Business15 sources

AMD posts record Q1 results as data center revenue surges 57% on exploding AI chip demand

Business15 sources

AMD Ryzen AI MAX+ 495 Gorgon Halo leaked with 192GB memory and Radeon 8065S GPU

AMD's next-generation flagship mobile APU, the Ryzen AI MAX+ 495 Gorgon Halo, has surfaced in PassMark benchmarks. The processor features 16 Zen 5 cores, a new Radeon 8065S GPU, and unprecedented 192GB memory support—exceeding the 128GB limit of its predecessor. Early tests show a 10% performance improvement, positioning it as a powerful solution for AI workloads and professional content creation.

Technology2 sources

AMD Ryzen AI MAX+ 495 Gorgon Halo leaked with 192GB memory and Radeon 8065S GPU

Technology2 sources

AMD Ryzen AI Halo mini PC targets developers in June with 128GB unified memory at half NVIDIA's price

AMD confirmed its first-party Ryzen AI Halo mini PC will launch in June, powered by the Ryzen AI Max+ 395 chip with up to 128GB of unified memory. Designed as an AI developer platform for local AI workloads, the compact system is positioned to compete directly with NVIDIA's DGX Spark at roughly half the cost, expected between $2,000-$3,000 versus NVIDIA's $4,699.

Technology4 sources

AMD Ryzen AI Halo mini PC targets developers in June with 128GB unified memory at half NVIDIA's price

Technology4 sources

Featherless.ai secures $20M Series A to scale serverless hosting for open-source AI models

Featherless.ai announced $20 million in Series A funding led by AMD Ventures and Airbus Ventures to expand its serverless inference platform. The startup hosts over 30,000 open-source AI models and plans to build a marketplace for specialized models while reducing infrastructure costs for enterprises seeking alternatives to proprietary AI systems.

Startups2 sources

Featherless.ai secures $20M Series A to scale serverless hosting for open-source AI models

Startups2 sources

ACEMAGIC F5A Mini PC Launches with Ryzen AI 9 HX 470, OCuLink, and 86 TOPS AI Performance

ACEMAGIC has launched the F5A mini PC, a compact desktop system powered by AMD's Ryzen AI 9 HX 470 processor delivering 86 TOPS of combined AI performance. The palm-sized device features OCuLink support for external GPU connectivity, dual USB4 ports with 40Gbps bandwidth, and Wi-Fi 7, targeting AI-enabled workloads and high-performance computing in a small form factor starting at $667.

Technology2 sources

ACEMAGIC F5A Mini PC Launches with Ryzen AI 9 HX 470, OCuLink, and 86 TOPS AI Performance

Technology2 sources

AI PCs hit 81% enterprise adoption as AMD reports shift from experimentation to deployment

AMD's latest research reveals that over four in five organizations are now planning, piloting, or deploying AI PCs, marking a significant shift from experimentation to real-world implementation. The data shows 70% report faster performance with dedicated AI PCs, while 66% see productivity gains as agentic AI drives demand for localized computing power.

Technology2 sources

AI PCs hit 81% enterprise adoption as AMD reports shift from experimentation to deployment

Technology2 sources

AMD prepares Multi-Frame Generation for Radeon GPUs, closing gap with Nvidia's RTX technology

AMD is preparing to launch multi-frame generation support for its Radeon graphics cards, over a year after Nvidia introduced the technology. A recent update to the FidelityFX SDK reveals new frame generation ratio options, suggesting AMD will finally match competitors in AI-driven frame generation capabilities while addressing concerns about latency performance.

Technology3 sources

AMD prepares Multi-Frame Generation for Radeon GPUs, closing gap with Nvidia's RTX technology

Technology3 sources

AMD partners with GlobalFoundries for Co-Packaged Optics in Instinct MI500 AI accelerators

AMD is preparing to integrate Co-Packaged Optics into its Instinct MI500 AI accelerators, partnering with GlobalFoundries for photonic integrated circuits and ASE for packaging. The 2027 launch aims to address interconnect bandwidth bottlenecks in AI infrastructure as the silicon photonics race with NVIDIA intensifies.

Technology2 sources

AMD partners with GlobalFoundries for Co-Packaged Optics in Instinct MI500 AI accelerators

Technology2 sources

AMD and Intel hit record valuations as agentic AI drives insatiable demand for CPUs

AMD's market cap reached an all-time high of $454 billion while Intel hit a 25-year high of $340 billion, driven by surging demand for AI infrastructure. The rally reflects investor confidence in CPU makers' ability to capitalize on agentic AI and retrieval augmented generation systems that require high-performance processors and memory subsystems.

Business2 sources

AMD and Intel hit record valuations as agentic AI drives insatiable demand for CPUs

Business2 sources

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's self-driving tech platform

UK autonomous driving startup Wayve raised $60 million from semiconductor giants AMD, Arm, and Qualcomm, extending its Series D funding round to $1.2 billion. The strategic investment gives Wayve access to virtually every automotive compute platform, supporting its hardware-agnostic AI Driver that works across different chips and vehicles without location-specific engineering.

Startups3 sources

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's self-driving tech platform

Startups3 sources

Apple Silicon Macs gain eGPU support for AI workloads as Apple approves TinyGPU driver

Apple has officially approved TinyGPU drivers from Tiny Corp, enabling AMD and Nvidia eGPU support on Apple Silicon Macs for the first time since the M1 launch. The drivers are designed exclusively for AI workloads, allowing users to run larger local AI models without bypassing system protections. Mac Mini owners running OpenClaw agents can now tap into external GPU power via Thunderbolt/USB4 connections.

Technology4 sources

Apple Silicon Macs gain eGPU support for AI workloads as Apple approves TinyGPU driver

Technology4 sources

AI memory shortage to drive 625x demand surge by 2028 as PC hardware prices soar

Dell's CEO predicts total memory demand from AI will increase 625 times between 2022 and 2028, driven by expanding AI accelerator memory requirements and massive data center buildouts. The High Bandwidth Memory shortage is already forcing DRAM price increases exceeding 100%, with memory consuming 30% of hyperscaler spending in 2026—up from just 8% in 2023.

Business11 sources

AI memory shortage to drive 625x demand surge by 2028 as PC hardware prices soar

Business11 sources

DeepSeek V4 model to run on Huawei chips, testing China's AI self-sufficiency ambitions

DeepSeek's anticipated V4 model will run on Huawei chips instead of Nvidia hardware, marking a strategic shift in China's AI development. Chinese tech giants including Alibaba, ByteDance, and Tencent have ordered hundreds of thousands of Huawei chips ahead of the launch. The move signals China's push for AI self-sufficiency amid US export restrictions.

Technology5 sources

DeepSeek V4 model to run on Huawei chips, testing China's AI self-sufficiency ambitions

Technology5 sources

Sharon AI shares surge on $1.8 billion deal despite posting bigger losses in debut earnings

Australia-based Sharon AI announced a $1.8 billion supply agreement and a partnership with Canva, sending shares skyward despite reporting increased losses in its first earnings since its February Nasdaq debut. The artificial intelligence company rents access to high-end computer chips from Nvidia and AMD for AI processing needs.

Business2 sources

Sharon AI shares surge on $1.8 billion deal despite posting bigger losses in debut earnings

Business2 sources

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