ADVANCED MICRO DEVICES (AMD) Company Report

AMD partners with Wind River to deliver the first unified O-RAN and AI-RAN platform in the industry by integrating AMD EPYC processors into the Wind River Cloud, aiming to reduce infrastructure costs and complexity
The solution allows operators to run virtualized RAN functions and AI inference simultaneously on shared hardware, enabling real-time AI capabilities at the network edge such as traffic prediction, anomaly detection, and energy optimization
Engineered for automated lifecycle management, resilience, and scalable deployment across distributed sites, the platform supports AI feature upgrades without replacing existing hardware
The collaboration includes joint optimization of the AI-RAN software stack and hardware, with live demonstrations at MWC Barcelona 2026

7 hours ago

Press Release

AMD and Nutanix form multi-year AI infrastructure partnership

AMD

New Projects/Investments

AMD and Nutanix enter a multi-year strategic partnership to jointly develop an open, full-stack agentic AI infrastructure platform.
AMD will invest $150 million in Nutanix common stock at $36.26 per share and provide up to $100 million for joint R&D and go-to-market collaboration.
The co-engineered platform will optimize AMD EPYC™ CPUs and AMD Instinct™ GPUs, integrating AMD ROCm™ software and AMD Enterprise AI into Nutanix Cloud and Kubernetes platforms.
The first jointly developed platform is expected to launch in late 2026, targeting scalable, production-ready agentic AI across data center, hybrid, and edge environments.

5 days ago

Press Release

AMD secures $60 billion AI chip deal amid tech rally

AMD

New Projects/Investments

U.S. tech shares and semiconductors rebounded as AI software partnerships—including Anthropic’s plug-ins with Salesforce, FactSet, Thomson Reuters, Intuit and Infosys—reversed a recent selloff.
AMD agreed to sell up to $60 billion in AI chips to Meta over five years and grant Meta an option to buy up to 10% of AMD.
FactSet, Thomson Reuters and Salesforce shares climbed about 5.9%, 11.5% and 4.1%, respectively, after Anthropic’s announcements.
Federal Reserve governor Lisa Cook weighed in on AI’s potential labor-market impacts during policy discussions.

6 days ago

Morningstar

AMD and Meta announce multi-year AI infrastructure partnership

AMD

New Projects/Investments

NAPC Defense announced $38.17 million in new U.S. government task orders extending through 2032.
Clarivate (NYSE: CLVT) reported Q4 2025 revenue of $617.0 million with net income of $3.1 million, full-year revenue of $2.46 billion, and 2026 guidance of $2.30 billion–$2.42 billion in revenue, $980 million–$1.04 billion in Adjusted EBITDA, and $365 million–$435 million in free cash flow.
AMD and Meta Platforms unveiled a multi-year, multi-generation agreement to deploy up to 6 gigawatts of AMD Instinct GPUs, including performance-based warrants for up to 160 million AMD shares tied to shipment and stock price milestones, with shipments beginning H2 2026.

6 days ago

Press Release

AMD expands AI partnership with Meta

AMD

New Projects/Investments

Multi-year, multi-generation agreement to deploy 6 GW of AMD Instinct GPUs, with initial shipments beginning in H2 2026 under the Helios rack-scale architecture.
Co-engineered custom MI450-based GPU optimized for Meta workloads, integrated with Helios and AMD’s 6th Gen EPYC Venice CPU plus the Zen 6 Verano processor.
Deal includes performance-based warrants for up to 160 million AMD shares and is expected to generate double-digit billions in data center AI revenue per gigawatt, ramping from H2 2026.
Partnership deepens AMD’s end-to-end AI platform alongside collaborations with OpenAI and Oracle, strengthening its silicon-to-software ecosystem.

7 days ago

Transcript

AMD announces multi-year 6 GW AI infrastructure partnership with Meta

AMD

New Projects/Investments

6 GW multi-year agreement for AMD Instinct GPUs, with initial 1 GW shipments in H2 2026, using Helios rack-scale architecture and custom MI450 GPUs alongside 6th Gen EPYC “Venice” CPUs.
Co-engineering of a custom MI450-based GPU accelerator optimized for Meta workloads; MI450 series and Helios are in validation and on track for production shipments in H2 2026.
Deepening EPYC CPU partnership: Meta to be lead customer for 6th Gen EPYC Venice at launch and new Zen 6 “Verano,” targeting enhanced performance per watt and TCO.
160 million shares performance-based warrant issued to Meta, vesting with GPU deployment and stock-price milestones; Meta deal expected to generate double-digit billions of data center AI revenue per GW and be accretive to non-GAAP EPS.

7 days ago

Transcript

AMD expands AI infrastructure partnership with Meta

AMD

New Projects/Investments

AMD announced a multi-year, multi-generation agreement with Meta to deploy 6 GW of Instinct GPUs, beginning with 1 GW of custom MI450-based accelerators and 6th Gen EPYC Venice CPUs in H2 2026 using its Helios rack-scale architecture.
AMD issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, vesting in tranches tied to GPU shipments and AMD stock price thresholds, aligning long-term interests and accretive to non-GAAP EPS.
The deployment is expected to generate double-digit billions of dollars per gigawatt in data center AI revenue starting H2 2026, contributing to AMD’s target of >80% CAGR in data center AI and >$20 EPS within 3–5 years.
AMD is deepening its CPU collaboration by naming Meta a lead customer for its 6th Gen EPYC Venice processor at launch and co-optimizing the Zen 6 Verano design, highlighting EPYC’s role in AI model development and inference.

7 days ago

Transcript

Advanced Micro Devices and Meta expand strategic partnership to deploy 6 gigawatts of GPUs

AMD

New Projects/Investments

Revenue Acceleration/Inflection

AMD and Meta agreed to deploy up to 6 gigawatts of AMD Instinct™ GPUs for Meta’s AI infrastructure, with initial shipments of custom MI450-based GPUs and 6th Gen EPYC CPUs on AMD’s Helios rack-scale architecture beginning in 2H 2026.
The collaboration aligns AMD and Meta on GPU and CPU silicon, systems and software roadmaps to optimize AI platforms for Meta’s workloads.
As part of the deal, AMD issued Meta a performance-based warrant for up to 160 million shares, vesting in tranches tied to GPU shipment milestones (1–6 GW) and escalating stock-price thresholds.
AMD expects the partnership to drive multi-year revenue growth and be accretive to its non-GAAP earnings per share, reinforcing long-term value creation.

7 days ago

8-K

AMD customer Riot urged to pivot to AI data centers

AMD

New Projects/Investments

Starboard Value urges Riot Platforms to convert its 1.7 GW Texas power sites into AI/HPC data centers, citing Riot’s lease with AMD as precedent.
Riot confirmed a 10-year lease with AMD at its Rockdale facility, expected to generate $311 million in contract revenue.
Starboard estimates Riot could generate over $1.6 billion in annual EBITDA by leasing its capacity at competitive AI data-center rates.
The appeal comes amid deteriorating bitcoin-mining economics at Riot, with an all-in cost of ~$89 000 per BTC versus market trading at $60 000–$70 000 and falling production.

Feb 18, 2026, 12:00 PM

Barron's

AMD and TCS expand Helios rack-scale AI infrastructure in India

AMD

Product Launch

New Projects/Investments

AMD and TCS are co-developing a 200 MW rack-scale AI infrastructure based on the AMD “Helios” platform to support India’s national AI initiatives.
“Helios” integrates AMD Instinct MI455X GPUs, next-generation EPYC “Venice” CPUs, Pensando Vulcano NICs and the open ROCm software ecosystem for scalable, high-performance AI workloads.
The collaboration delivers an AI-ready data-center blueprint for enterprises, hyperscalers and AI companies to accelerate large-scale deployments and improve operational efficiency across industries.

Feb 16, 2026, 7:00 AM

Press Release