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    AMD

    Also known as Advanced Micro Devices, Advanced Micro Devices Inc., AMD Inc.

    AMD (Advanced Micro Devices) is a US chip designer based in Santa Clara, California, that makes EPYC server processors and Instinct AI accelerators.[1][2] Its Data Center segment supplied 58% of revenue in the second quarter of 2026, and it has signed multi-gigawatt GPU agreements with OpenAI and Anthropic.[2][3][4]

    Editor reviewedUpdated SemiconductorsArtificial intelligenceBig Tech
    Key facts

    AMD (Advanced Micro Devices) designs processors and accelerators for data centers, PCs, gaming and embedded systems.[5] As of mid-2026 its data center business is its largest. Data Center revenue was $6.7 billion in the second quarter of 2026, or 58% of the total, and more than doubled from a year earlier.[2] AMD has also signed multi-gigawatt AI accelerator agreements with OpenAI and Anthropic.[3][4]

    History

    AMD was incorporated in Delaware on May 1, 1969.[6] Its principal executive offices are in Santa Clara, California.[1] Lisa Su is the company’s chair and chief executive officer.[7]

    On February 14, 2022, AMD completed an all-stock acquisition of Xilinx.[8] In March 2025 it acquired ZT Systems. In October 2025 it sold ZT’s data center infrastructure manufacturing business to Sanmina.[9] On September 26, 2026 AMD agreed to acquire World Labs Technologies for about $8.2 billion, to be paid in AMD shares.[10]

    Products and manufacturing

    AMD reports three segments: Data Center, Client and Gaming, and Embedded.[5] Its data center products include EPYC server processors and Instinct GPUs, which drove the segment’s growth in 2026.[2] AMD has unveiled Helios, a rack-scale system, and the Instinct MI400 Series GPU family, which includes the MI455X.[11]

    Like NVIDIA, AMD does not run its own fabs. It relies on third-party foundries, including TSMC and GlobalFoundries, to make its wafers.[12] At the end of 2025 the company had about 31,000 employees.[13]

    AMD uses hybrid-bonding, which joins stacked chips with direct copper-to-copper connections; the technique is used in its processors and AI accelerators.[14][15]

    US export rules also affect AMD. In April 2025 it disclosed that a new license requirement applied to exports of its MI308 accelerators to China and could lead to charges of up to about $800 million.[16] The US AI chip export controls page follows those rules.

    Business and finances

    AMD reported record revenue of $34.6 billion for 2025. Data Center revenue was $16.6 billion of that total.[17] In the second quarter of 2026 revenue was $11.5 billion, up 50% year over year, with a GAAP gross margin of 54%.[18] Client and Gaming revenue was $3.8 billion.[19] Within that segment, Client revenue was $3.1 billion, up 23%, which AMD attributed mainly to demand for Ryzen processors.[19] Gaming revenue was $779 million. Embedded revenue was $977 million, up 19%.[19]

    AMD expected third-quarter 2026 revenue of about $13 billion, plus or minus $300 million. At the midpoint, that would be about 41% growth from a year earlier.[20] AMD shares fell more than 8% in after-hours trading after the second-quarter report, Quartz reported.[21]

    AI partnerships

    In October 2025 AMD and OpenAI agreed to deploy 6 gigawatts of AMD Instinct GPUs across multiple product generations. The first 1 gigawatt of MI450 GPUs is scheduled for the second half of 2026.[3] As part of the deal, AMD issued OpenAI a warrant for up to 160 million AMD shares. The warrant vests as deployment milestones and AMD share-price targets are met.[3]

    In July 2026 Anthropic agreed to deploy up to 2 gigawatts of MI450 Series GPUs in Helios rack-scale systems. The first gigawatt is scheduled to begin in the first half of 2027.[4] AMD also committed to make a strategic equity investment of up to $5 billion in Anthropic.[22] The companies plan to use Anthropic’s Claude models to optimize workloads for Instinct GPUs and to speed up development of ROCm, AMD’s GPU software stack. AMD also plans to adopt Claude across its engineering and product teams.[23] The deployment builds on Anthropic’s existing use of AMD’s MI355X GPUs.[23]

    Peers

    For scale, NVIDIA reported Data Center revenue of $89.0 billion in the quarter ended July 26, 2026.[24] Intel reported $6.3 billion in Data Center and AI revenue and $8.9 billion in client computing revenue in the second quarter of 2026.[25]

    Questions readers ask

    Does AMD make its own chips?

    No. AMD relies on third-party foundries, including TSMC and GlobalFoundries, to manufacture its wafers.[12]

    What is AMD's agreement with OpenAI?

    In October 2025 the companies agreed to deploy 6 gigawatts of AMD Instinct GPUs over multiple generations, starting with 1 gigawatt of MI450 GPUs in the second half of 2026. AMD also issued OpenAI a warrant for up to 160 million AMD shares that vests with milestones.[3]

    What is AMD's agreement with Anthropic?

    In July 2026 Anthropic agreed to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios racks, starting in the first half of 2027. AMD committed to invest up to $5 billion in Anthropic.[4][22]

    How large is AMD's data center business?

    Data Center revenue was $6.7 billion in the second quarter of 2026, 58% of AMD's total and up 107% from a year earlier.[2]

    Sources

    Each numbered claim is a statement we checked against the sources listed with it. Status shows how well established it is.

    1. [1]

      AMD's principal executive offices are at 2485 Augustine Drive, Santa Clara, California. confirmedas of 2026-02-04

    2. [2]

      AMD's Data Center segment revenue was $6.7 billion in the second quarter of 2026, up 107% year over year and 58% of company revenue, driven by EPYC CPUs and Instinct GPUs. confirmedas of 2026-06-27

    3. [3]

      In October 2025 AMD and OpenAI agreed to deploy 6 gigawatts of AMD Instinct GPUs across multiple generations, starting with 1 gigawatt of MI450 GPUs in the second half of 2026; AMD issued OpenAI a warrant for up to 160 million AMD shares that vests with deployment milestones and AMD share-price targets. confirmedas of 2025-10-06

    4. [4]

      In July 2026 Anthropic agreed to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in Helios rack-scale systems, with the first gigawatt beginning in the first half of 2027. confirmedas of 2026-07-22

    5. [5]

      AMD reports three segments, Data Center, Client and Gaming, and Embedded. confirmedas of 2026-02-04

    6. [6]

      AMD (Advanced Micro Devices) was incorporated in Delaware on May 1, 1969. confirmedas of 2026-02-04

    7. [7]

      Lisa Su is AMD's chair and chief executive officer. confirmedas of 2026-08-04

    8. [8]

      AMD completed its all-stock acquisition of Xilinx on February 14, 2022. confirmedas of 2022-02-14

    9. [9]

      AMD acquired ZT Systems in March 2025 and sold ZT's data center infrastructure manufacturing business to Sanmina in October 2025. confirmedas of 2026-02-04

    10. [10]

      On September 26, 2026 AMD agreed to acquire World Labs Technologies for a total purchase price of about $8.2 billion, to be paid in AMD common stock. confirmedas of 2026-09-28

    11. [11]

      AMD has unveiled its Helios rack-scale system and Instinct MI400 Series GPU family, which includes the MI455X. confirmedas of 2026-08-04

    12. [12]

      AMD relies on third-party foundries, including TSMC and GlobalFoundries, to manufacture its wafers. confirmedas of 2026-02-04

    13. [13]

      As of December 27, 2025, AMD had approximately 31,000 employees. confirmedas of 2025-12-27

    14. [14]

      Hybrid bonding is used in AMD processors and AI accelerators, in camera image sensors, and is being applied to high-bandwidth memory stacks. confirmedas of 2024-08-11

    15. [15]

      Hybrid bonding joins two chips with dense, direct copper-to-copper connections instead of solder bumps; the copper pads are surrounded by insulating oxide and slightly recessed from its surface. confirmedas of 2024-08-11

    16. [16]

      AMD disclosed on April 15, 2025 that a new US license requirement applies to exports of its MI308 products to China and could result in charges of up to about $800 million. confirmedas of 2025-04-16

    17. [17]

      AMD reported record revenue of $34.6 billion for 2025, including Data Center segment revenue of $16.6 billion. confirmedas of 2025-12-27

    18. [18]

      AMD's second-quarter 2026 revenue was $11.5 billion, up 50% year over year, with a GAAP gross margin of 54%. confirmedas of 2026-06-27

    19. [19]

      In the second quarter of 2026, AMD's Client and Gaming segment revenue was $3.8 billion, including Client revenue of $3.1 billion (up 23%, driven by Ryzen processors) and Gaming revenue of $779 million; Embedded segment revenue was $977 million, up 19%. confirmedas of 2026-06-27

    20. [20]

      AMD expected third-quarter 2026 revenue of approximately $13 billion, plus or minus $300 million, which at the midpoint would be about 41% year-over-year growth. confirmedas of 2026-08-04· forecast

    21. [21]

      AMD shares fell more than 8% in after-hours trading after its second-quarter 2026 report. reportedas of 2026-08-05

    22. [22]

      AMD committed to a strategic equity investment of up to $5 billion in Anthropic. confirmedas of 2026-07-22

    23. [23]

      Under the July 2026 partnership, AMD and Anthropic plan to use Claude to optimize workloads for AMD Instinct GPUs and accelerate ROCm software development, and AMD plans to adopt Claude across its engineering and product teams; the deployment builds on Anthropic's existing use of MI355X GPUs. confirmedas of 2026-07-22

    24. [24]

      In the second quarter of fiscal 2027, NVIDIA's Data Center revenue was $89.0 billion, up 117% year over year, and Edge Computing revenue was $7.2 billion, up 27% year over year. confirmedas of 2026-07-26

    25. [25]

      In the second quarter of 2026, Intel's Client Computing and Physical AI Group revenue was $8.9 billion (up 13%), Data Center and AI revenue was $6.3 billion (up 59%) and Intel Foundry revenue was $5.8 billion (up 31%). confirmedas of 2026-06-27

    Revision history (2)
    1. Page created.
    2. Refresh: added the agreement to acquire World Labs, the MI308 export license requirement, and links to the computing-hardware field pages.

    Created Oct 10, 2026. Last reviewed by an editor on Oct 10, 2026. Next scheduled review: Jan 10, 2027.

    Cite this page

    "AMD." ContentLora, updated Oct 10, 2026. https://contentlora.com/wiki/amd

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