Results

Insights News
July 22, 2026

Anthropic to deploy AMD Helios in strategic pact

Tech Optimization
AMD said Anthropic will deploy up to 2 gigawatts of its MI450X GPUs in Helios rack systems starting in 2027 and collaborate on using Claude to optimize workloads. AMD will also inv...
Larry Dignan
Insights News
July 20, 2026

AMD launches Helios, lands Microsoft Azure deal

Tech Optimization
AMD said Microsoft will deploy its Helios rack systems, GPUs, CPUs, networking and software on Microsoft Azure in an expanded partnership. ...
Larry Dignan
Insights News
February 24, 2026

Meta to deploy AMD GPUs, CPUs and take stake in chipmaker

Data to Decisions
Meta said it has inked a multi-year deal with AMD to deploy multiple generations of AMD Instinct GPUs as well as CPUs and AMD Helios racks. Meta also has an option to acquire up to...
Larry Dignan
Insights News
February 3, 2026

AMD's Q4 data center, PC revenue drives results

Tech Optimization
AMD reported strong fourth quarter earnings that handily topped expectations as its data center revenue surged 39% from a year ago. ...
Larry Dignan
Insights News
November 4, 2025

AMD's data center, PC units shine in Q3

Data to Decisions
AMD reported better-than-expected third quarter results as its data center unit delivered revenue growth of 22% and its PC sales grew 46% from a year ago. ...
Larry Dignan
Insights News
February 4, 2025

AMD data center business continues to shine in Q4

Data to Decisions
AMD reported better-than-expected fourth quarter results as its data center revenue was $3.9 billion, up 69% from a year ago doing to its GPU and server chip demand. ...
Larry Dignan
Analyst Blog
May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang
Insights News
April 30, 2024

AMD Q1 delivers data center, AI sales surge of 80%

Tech Optimization
By unit, AMD posted record data center revenue in the first quarter of $2.3 billion, up 80% from a year ago. Growth was driven by AMD Instinct GPUs and 4th Gen AMD EPYC CPUs. ...
Larry Dignan
Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insights News
January 30, 2024

AMD Q4 solid, outlook for Q1 disappoints

Tech Optimization
The chipmaker projected first quarter revenue of about $5.4 billion, give or take $300 million. Wall Street was expecting $5.7 billion. ...
Larry Dignan