AMD

Oracle plans to deploy 50K AMD Instinct MI450 chips, announced in June, starting in H2 2026; the Instinct MI450 is AMD's first chip for rack-sized systems (www.cnbc.com)
4 days ago Oracle AMD

OpenAI's blockbuster deals with Nvidia and AMD add a new layer to its complicated ownership structure and will dilute existing shareholders like Microsoft (www.ft.com)
5 days ago Microsoft Nvidia AMD

AMD Amps Up Chip War - But Nvidia's Still Leading (slashdot.org)
5 days ago Nvidia AMD

AMD's SVP of AI Vamsi Boppana says the company's AI software, designed with input from OpenAI, helped secure the multi-billion dollar deal with OpenAI (www.forbes.com)
6 days ago AI AMD

The Senate passes a measure requiring Nvidia and AMD to prioritize US customers over China for advanced AI chip sales, as part of a defense policy bill (www.bloomberg.com)
7 days ago China AI Nvidia Senate AMD

Nvidia's Huang Says He's Surprised AMD Offered 10% of the Company in 'Clever' OpenAI Deal (slashdot.org)
9 days ago Nvidia AMD

Jensen Huang says AMD's deal to offer 10% of itself to OpenAI is “surprising” and “imaginative” considering AMD was “so excited about” its next-generation chip (www.cnbc.com)
9 days ago AMD

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; last week, OpenAI deals boosted SHOP and ETSY (www.bloomberg.com)
10 days ago AMD

OpenAI's recent deals with Oracle, Nvidia, Samsung, AMD, SK Hynix, and others, plus its DevDay announcements, show it is making a play to be the Windows of AI (stratechery.com)
11 days ago Samsung AI Oracle Nvidia AMD

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; OpenAI deals also boosted Shopify and Etsy stocks (www.bloomberg.com)
11 days ago AMD Shopify

OpenAI's computing deals with Nvidia, AMD, Oracle, and others have topped $1T, commitments that dwarf its revenue and raise questions about how it can fund them (t.co)
11 days ago Oracle Nvidia AMD

As part of the OpenAI-AMD deal, OpenAI will receive the first GW worth of AMD's Instinct MI450 chip in H2 2026, when the new chip is scheduled for deployment (techcrunch.com)
11 days ago AMD

OpenAI and AMD Strike Multibillion-Dollar Chip Partnership (slashdot.org)
11 days ago AMD

OpenAI and AMD announce a deal as part of which OpenAI could take a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 20%+ (www.cnbc.com)
12 days ago AMD

Microsoft's CTO Hopes to Swap Most AMD and NVIDIA GPUs for In-House Chips (hardware.slashdot.org)
13 days ago Microsoft Nvidia AMD

AMD In Early Talks To Make Chips At Intel Foundry (hardware.slashdot.org)
15 days ago Intel AMD

Intel and AMD Trusted Enclaves, a Foundation For Network Security, Fall To Physical Attacks (it.slashdot.org)
16 days ago Intel AMD

Sources: Intel is in early-stage talks to add AMD as a foundry customer; Intel currently lacks the technology to produce AMD's most advanced, profitable chips (www.semafor.com)
17 days ago Intel AMD

New VMScape attack breaks guest-host isolation on AMD, Intel CPUs (www.bleepingcomputer.com)
2025-9-12 Intel AMD

Lenovo unveils Legion Go 2, with an 8.8" screen and AMD Ryzen Z2 or Z2 Extreme chip, available in October, starting at $1,099, costing $400 more than Legion Go (www.theverge.com)
2025-9-5 Lenovo AMD

Intel Outspends Rivals In R&D: 28% More Than Nvidia, 156% More Than AMD (hardware.slashdot.org)
2025-9-5 Intel Nvidia AMD

AMD Blames Motherboard Makers For Burnt-Out CPUs (hardware.slashdot.org)
2025-8-26 AMD

South Korea's Upstage, which offers AI document intelligence tools, raised a $45M Series B bridge led by the KDB, Amazon, and AMD, after a $72M Series B in 2024 (siliconangle.com)
2025-8-20 Korea Amazon AI Intelligence AMD

Q&A with AMD CEO Lisa Su on AI accelerators, US manufacturing, becoming AMD CEO in 2014, aiming to surpass Nvidia, OpenAI, Tesla, xAI, China, ROCm, and more (www.wired.com)
2025-8-12 China AI Tesla Manufacturing Nvidia AMD

Nvidia and AMD To Pay 15% of China Chip Sale Revenues To US Government (yro.slashdot.org)
2025-8-12 China Nvidia AMD

Trade experts: Nvidia and AMD's deal to export AI chips to China and pay the US 15% of revenue is “unprecedented” and a sign of “a new and dangerous world” (www.bloomberg.com)
2025-8-11 China AI Nvidia AMD

US government to take cut of Nvidia and AMD AI chip sales to China (indianexpress.com)
2025-8-11 China AI Nvidia AMD

Sources: Nvidia and AMD agreed to pay the US government 15% of revenues from H20 and MI308 chip sales in China to obtain export licenses granted last week (t.co)
2025-8-11 China Nvidia AMD

Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise capital and acquire an AI company meant to help it compete against Nvidia and AMD (www.wsj.com)
2025-8-9 Intel AI Nvidia AMD

AMD reports Q2 revenue up 32% YoY to $7.69B, vs. $7.43B est., net income down 31% YoY to $781M, and diluted EPS of $0.48, vs. $0.49 est.; AMD drops 5%+ (www.bloomberg.com)
2025-8-7 AMD

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