AMD & Intel
23 shared events · Importance 9 · Last updated May 09, 2026
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Business
AMD: 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.
Intel: Intel's stock rose following AMD' positive outlook, as it is also a key player in the CPU market benefiting from the shift towards AI inference.
May 06, 2026 · 6 articles
Domestic
AMD: AMD declined about 3 percent, similar to Intel, contributing to the chip sector's retreat.
Intel: Intel declined about 3 percent, giving back some of its gains from earlier in the week, contributing to the overall market downturn.
May 07, 2026 · 6 articles
Business
AMD: 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.
Intel: Intel gained as part of the broader rally in chipmakers, benefiting from the positive sentiment around AI-related stocks.
May 05, 2026 · 14 articles
Regulatory
AMD: 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.
Intel: Intel agreed to give the United States government a 10% stake in its business, converting government grants into equity. This deal comes as Intel faces financial struggles and aims to secure its position in the semiconductor industry.
Aug 22, 2025 · 6 articles
Tech
AMD: AMD is a partner in the IBM Sovereign Core ecosystem, contributing to the open, secure, and transparent approach for digital sovereignty.
Intel: Intel is a partner in the IBM Sovereign Core ecosystem, providing technologies like Intel Xeon 6 processors and Intel TDX for in-use protection of data and AI workloads.
May 05, 2026 · 12 articles
Tech
AMD: AMD is listed as a partner in the ecosystem for IBM Sovereign Core, providing pre-vetted software and services.
Intel: Intel is listed as a partner in the ecosystem for IBM Sovereign Core, providing pre-vetted software and services.
May 01, 2026 · 24 articles
Business
AMD: AMD is mentioned in the context of a deal with the Trump administration to lift export controls on advanced chips to China, alongside Nvidia.
Intel: Nvidia is investing $5 billion in Intel and will collaborate with the struggling semiconductor company, indicating a strategic partnership to bolster Intel's position.
Oct 29, 2025 · 10 articles
International
AMD: 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.
Intel: Intel was mentioned in the context of Donald Trump's broader pressure on American companies to invest domestically, with a demand for its CEO to resign.
Aug 10, 2025 · 9 articles
Tech
AMD: 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.
Intel: Intel is a partner in Nutanix's ecosystem, with Intel Xeon processors and Intel AMX acceleration providing a foundation for AI initiatives on the Nutanix Cloud Platform.
Apr 07, 2026 · 13 articles
Business
AMD: 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.
Intel: Intel was mentioned as one of the AI-related stocks that lifted the S&P 500 and Nasdaq to record highs, contributing to the positive sentiment that also boosted Samsung Electronics.
May 06, 2026 · 38 articles
Regulatory
AMD: 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
Business
AMD: AMD is mentioned as a customer of Synopsys, indicating the non-exclusive nature of the Nvidia-Synopsys partnership.
Dec 01, 2025 · 8 articles
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