AMD
Tracked across 66 events · 880 articles · First seen Jan 13, 2025 · Last active May 28, 2026
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Business
Impact: AMD signed a multi-year deal to supply AI chips to OpenAI, which is expected to generate tens of billions in annual revenue and over $100 billion in new revenue over four years. Its shares surged over 35% on the news.
Oct 06, 2025 · 7 articles
Business
AMD' (AMD) strong outlook for its server CPU addressable market, projecting over 35% annual growth through 2030 due to a shift towards 'inference' in AI models, has ignited a rally in US semiconductor stocks. AMD'…
Impact: AMD' strong outlook for its server CPU addressable market, driven by AI inference, has significantly boosted its stock price and market value, positioning it as a strong competitor in the AI chip market.
May 06, 2026 · 6 articles
International
Impact: AMD has agreed to pay 15% of its MI308 chip sales revenue in China to the United States government for export licenses, which could impact its margins but maintains access to the Chinese market.
Aug 10, 2025 · 9 articles
Business
The S&P 500 and Nasdaq Composite surged to record highs on Wednesday, fueled by strong first-quarter earnings, especially from AI-related companies. AMD' robust revenue forecast for its data center chips led to a significant rally…
Impact: AMD soared to an all-time high after forecasting strong quarterly revenue due to robust demand for its data center chips, sparking a rally in chipmakers.
May 05, 2026 · 14 articles
International
Global markets experienced a significant rally following US President Donald Trump's announcement of 'great progress' towards a 'final agreement' with Iran. This news led to a brief pause in the operation escorting ships through the…
Impact: AMD shares jumped after forecasting strong second-quarter revenue, driven by high demand for its data-center chips for AI infrastructure.
May 06, 2026 · 10 articles
Business
Impact: AMD supplies the Ryzen Z2 series processors, including the Ryzen AI Z2 Extreme and Ryzen Z2 A, which power the ROG Xbox Ally and ROG Xbox Ally X devices.
Oct 06, 2025 · 8 articles
International
Oil prices are sinking and stock markets are rallying worldwide on hopes that the United States and Iran are nearing a deal to allow ships to deliver crude from the Persian Gulf once again. The…
Impact: AMD' stock surged after reporting stronger-than-expected profits and revenue, driven by growth in artificial intelligence technology.
May 06, 2026 · 7 articles
Domestic
On May 7, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all ended lower, primarily driven by a retreat in chip stocks. Intel and AMD both declined about 3 percent, and Nubank tumbled…
Impact: AMD declined about 3 percent, similar to Intel, contributing to the chip sector's retreat.
May 07, 2026 · 6 articles
Tech
Impact: AMD' CEO, Lisa Su, is recognized as an 'Architect of AI' by Time (magazine), highlighting the company's role in the AI industry.
Dec 11, 2025 · 13 articles
Tech
IBM announced the general availability of IBM Sovereign Core, a new software platform designed to help enterprises and governments operationalize digital sovereignty. This platform provides an end-to-end approach to digital sovereignty, extending beyond data residency…
Impact: AMD is a partner in the IBM Sovereign Core ecosystem, contributing to the open, secure, and transparent approach for digital sovereignty.
May 05, 2026 · 12 articles
Business
Impact: AMD processors and graphics cards are mentioned in the expected system requirements for Grand Theft Auto VI, suggesting potential sales growth for AMD's hardware.
Feb 06, 2025 · 21 articles
Tech
At its annual Think conference, IBM unveiled a significant expansion of its enterprise AI and hybrid cloud management capabilities. Key announcements include the next generation of watsonx Orchestrate for multi-agent orchestration, IBM Confluent for real-time…
Impact: AMD is listed as a partner in the ecosystem for IBM Sovereign Core, providing pre-vetted software and services.
May 01, 2026 · 24 articles
Business
Impact: Tesla, Inc. plans to increase its reliance on external technology partners like AMD for compute, suggesting potential for increased business for AMD.
Aug 07, 2025 · 6 articles
Regulatory
Impact: AMD, alongside Nvidia, is subject to a 15% commission on chip sales in China for export licenses, reflecting the Trump administration's focus on the computer chip industry.
Aug 22, 2025 · 6 articles
Business
Impact: OpenAI is incorporating AMD chips alongside Nvidia to meet infrastructure demands, indicating a diversification of chip suppliers.
Sep 05, 2025 · 6 articles
Business
Impact: AMD is a rival seeking to challenge Nvidia's dominance in high-end AI chips, though Nvidia remains the industry's top choice.
Oct 29, 2025 · 14 articles
Business
Impact: AMD is mentioned in the context of a deal with the Trump administration to lift export controls on advanced chips to China, alongside Nvidia.
Oct 29, 2025 · 10 articles
Regulatory
Impact: AMD is an American firm that supplies components to ZTE, and its business could be impacted by a potential United States — United States Department of Commerce ban.
Dec 11, 2025 · 7 articles
Tech
Impact: AMD is a partner in Nutanix's ecosystem, with plans to add support for AMD GPU-accelerated compute servers targeting AI workloads and expanding its portfolio of servers with AMD CPUs.
Apr 07, 2026 · 13 articles
Business
Cerebras Systems, an AI chipmaker, is pursuing a US initial public offering with a target valuation of up to $26.62 billion, aiming to raise $3.5 billion by selling 28 million shares. This marks its second…
Impact: AMD is a high-profile backer of Cerebras Systems, participating in its late-stage funding round, indicating its interest in the AI chip market.
May 04, 2026 · 6 articles
Business
Samsung Electronics has achieved a market capitalization exceeding $1 trillion for the first time, becoming only the second Asian company after TSMC to reach this milestone. This surge is primarily attributed to the booming demand…
Impact: AMD shares surged 12% after forecasting strong second-quarter revenue, driven by demand for its data-center chips, contributing to the overall positive sentiment in the semiconductor market.
May 06, 2026 · 38 articles
International
President Donald Trump is set to meet with Chinese leader Xi Jinping in Beijing for a summit focused on stabilizing economic relations between the two largest economies. Despite Donald Trump's claims of increasing profits, China…
Impact: AMD designs advanced computer chips that the U.S. is trying to limit China's access to, impacting AI development.
May 11, 2026 · 7 articles
International
Impact: AMD' MI308 chips were also subject to the previous export restrictions to China, though the current approval specifically mentions Nvidia's H20 chips.
Jul 15, 2025 · 6 articles
Business
Impact: AMD (AMD) announced a strategic collaboration with Xanadu Quantum Technologies.
Apr 09, 2026 · 7 articles
Business
Nubank forecast first-quarter revenue above Wall Street expectations, driven by increased adoption of its chip technology for artificial intelligence compute. The company's shares initially rose but then fell after executives revealed they had not fully…
Impact: AMD (AMD) is a competitor to Nubank in the CPU market and also provided a positive revenue forecast, indicating growth in the server CPU market.
May 06, 2026 · 6 articles
International
Impact: AMD is mentioned as a company whose chips and chip-making equipment are subject to U.S. restrictions on sales to China for AI model training.
Jul 23, 2025 · 6 articles
Business
Impact: AMD is mentioned as Tesla, Inc. vehicles with its chipset offer Grok integration.
Aug 25, 2025 · 24 articles
Business
Impact: AMD is mentioned as a customer of Synopsys, indicating the non-exclusive nature of the Nvidia-Synopsys partnership.
Dec 01, 2025 · 8 articles
Business
Impact: The CEO of AMD, Lisa Su, was recognized on Forbes' list.
Dec 11, 2025 · 6 articles
International
Charles III and Queen Camilla have embarked on a four-day state visit to the United States, aiming to strengthen the 'special relationship' between the two nations. The visit, which commemorates the 250th anniversary of US…
Impact: Lisa Su, CEO of AMD, was among the tech leaders Charles III met to discuss challenges for early-stage startups.
Apr 14, 2026 · 260 articles
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AMD surgedAdvanced Micro Devices' AI...
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AMD surgedGlobal Markets Rally on...
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AMD surgedS&P 500, Nasdaq Hit Records
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AMD surgedSamsung Electronics $1...
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AMD fellS&P 500 Falls on Chip...
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AMD surgedUS-Iran Deal Hopes Reopen Strait
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