At AMD’s first analyst day since 2022, CEO and Chairman Dr. Lisa Su projected that the AI data center market will reach $1 trillion by 2030, doubling the company’s previous estimate of $500 billion

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AMD's stock rose after CEO Dr. Lisa Su and Energy Secretary Chris Wright disclosed a $1 billion partnership with the Department of Energy (DOE) to develop advanced supercomputers

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IBM has demonstrated that one of its key quantum computing algorithms can run effectively on a standard AMD chip, showcasing the technology’s potential to work with affordable, widely available hardware

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Oracle announced it will deploy 50,000 AMD Instinct MI450 GPUs starting in Q3 2026, making it the first hyperscaler to offer a publicly available AI supercluster powered by AMD hardware.

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The agreement covers the deployment of 6 gigawatts of AMD GPUs over several years under a multi-generation partnership.

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IBM and AMD have announced a collaboration to develop quantum-centric supercomputing, combining quantum computers with high-performance computing (HPC) and AI infrastructure.

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Truist Securities upgraded AMD to Buy from Hold and raised its price target to $213 from $173, citing strong demand in data centers and artificial intelligence.

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Sources in the AI server supply chain said these devices are often concealed in packaging, though it’s unclear who installs them or at what point in transit.

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AMD reported Q2 revenue of $7.68B, beating expectations and marking a 32% year-over-year increase, while adjusted EPS of $0.48 matched estimates.

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Shares of Advanced Micro Devices (AMD) rose around 4% on Monday following a Wccftech report suggesting the company may raise the price of its Instinct MI350 AI chip from $15,000 to $25,000.

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AMD shares closed over 6% higher on Tuesday after the company announced it will resume shipments of its MI308 AI chips to China following U.S. government approval.

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Wedbush analysts say Nvidia's supply of B200 and GB200 AI chips is lagging behind demand, signaling strong future growth potential.

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Nvidia and AMD are in focus as European AI gigafactory proposals could require “at least 3 million” next-gen AI GPUs, according to EU Commissioner Henna Virkkunen.

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CFRA analyst Angelo Zino upgraded AMD to Strong Buy from Buy and raised the price target to $165 from $125, citing multiple growth catalysts.

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Microsoft and AMD Team Up for Next-Gen, Multi-Device Xbox Consoles

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AMD CEO Lisa Su Predicts AI Inference Demand to Soar Over 80% Annually

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AMD Partners with Saudi AI Startup Humain for $10B Expansion

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Advanced Micro Devices anticipates that new licensing requirements by the U.S. Government for exporting its MI308 artificial intelligence chips to China could lead to charges as high as $800M.

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Microsoft Scales Back Data Centers, AI Stocks Drop

Video: youtube.com/shorts/D3Fjq...

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AMD Unveils Integration of DeepSeek-V3 with Instinct MI300X GPU

Video: youtube.com/shorts/lWyPb...

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