Semiconductors
Advanced Micro Devices
AMD is a semiconductor company developing processors and accelerators used across data centers, artificial intelligence, personal computing and embedded systems. AMD's Data Center segment revenue surged 57% year-over-year to $5.8 billion in Q1 2026 on EPYC and Instinct MI350 demand, and its MI400 GPU series is projected to generate roughly $7.2 billion in 2026 revenue, about 25% of data center sales, with CEO Lisa Su calling the results 'a clear inflection point.'
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 79% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Advanced Micro Devices, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- AMD Q1 2026 earnings release / SEC 8-K — AMD Q1 2026 revenue up 38% to $10.3B as Data Center segment surges 57% on MI350 and EPYC demand90% source confidence
- Tech Insider / S&P Global Market Intelligence — AMD's MI400 series projected to generate $7.2B in 2026, roughly 25% of data center sales68% source confidence
- TradingKey / Interactive Crypto — AMD ships Zen 6 Venice CPU at Advancing AI 2026, refreshes MI455X roadmap62% source confidence
Latest Activity
Insider Filing Activity
Direction/size reflects a sample of the most recent filings, not every Form 4 in the window · sourced from SEC EDGAR · as of Jul 28, 2026
Insider Timing
An insider disposed of 6,000 shares on Jul 15, 2026 — 7 days before a recorded milestone: “Advancing AI 2026: Zen 6 Venice ships, MI455X roadmap refresh”
Timing correlation only — not evidence of a causal link
An insider acquired 6,000 shares on Jul 15, 2026 — 7 days before a recorded milestone: “Advancing AI 2026: Zen 6 Venice ships, MI455X roadmap refresh”
Timing correlation only — not evidence of a causal link
Dependency Map
What Advanced Micro Devices depends on below, and who depends on Advanced Micro Devices above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Emerging Signals
AI Accelerator Competition
Very HighGrowing demand for AI infrastructure is increasing competition across advanced semiconductor platforms.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Reportedly discussing backstopping Anthropic data-center leases
38% confidenceAMD is in discussions to backstop some of Anthropic's future data-center lease commitments, part of the multibillion-dollar chip and investment relationship the two companies signed on July 22, 2026.
Reported by a person familiar with the matter; neither AMD nor Anthropic has publicly confirmed the specific lease-backstop terms.
The Information / TheStreet · Jul 22, 2026
Reportedly signed long-term server CPU deals with Chinese clients amid price surge
36% confidenceAMD and Intel reportedly signed long-term server CPU supply commitments with Chinese customers as data-center processor prices surged in 2026, locking in volume ahead of further potential export-control tightening.
Reported by two people familiar with the talks via Reuters; the specific customers and contract terms have not been officially disclosed by AMD.
Reuters (via Yahoo Finance) · Jun 1, 2026
Advanced Micro Devices's Timeline
A sourced, dated history of Advanced Micro Devices's key moments — founding to present.
Jan 1969 · Founded
AMD was founded, later becoming a major processor and AI accelerator competitor to NVIDIA and Intel.
2026-Q1 · Data Center segment surges 57%
AMD's Data Center segment revenue surged 57% year-over-year to $5.8 billion in Q1 2026 on EPYC and Instinct MI350 demand, described by CEO Lisa Su as 'a clear inflection point.'
Jul 2026 · Advancing AI 2026: Zen 6 Venice ships, MI455X roadmap refresh
AMD held its Advancing AI 2026 event in San Francisco, officially shipping its Zen 6 'Venice' server CPU (rated at 1.7x the performance of the prior generation) and refreshing its MI455X GPU roadmap for H2 2026 deployment; analysts project the MI400 series will generate roughly $7.2 billion in first-year revenue on an estimated 258,000 units shipped, about 25% of AMD's total data center sales.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Advanced Micro Devices ↔ OpenAI
Oct 2025
AMD signed a 6-gigawatt, multi-generation GPU supply deal with OpenAI, including a warrant for up to 160 million AMD shares (up to ~10% of the company) — AMD's most significant customer win yet against NVIDIA for a frontier AI lab's compute, with the first gigawatt of chips planned for H2 2026.
Now
AMD struck a chip supply deal with OpenAI that includes a warrant for up to 160 million AMD shares, with first-gigawatt chip rollout planned for H2 2026.
Advanced Micro Devices ↔ NVIDIA
Oct 2025 · OpenAI-AMD 6GW deal signals a marquee customer win
AMD's competitive position strengthened materially when it signed a 6-gigawatt, multi-generation GPU supply deal with OpenAI — including a warrant for up to 10% of AMD's shares — its most significant customer win yet against NVIDIA for a frontier AI lab's compute.
Jan 2026 · NVIDIA share projected to ease toward 75%
Industry estimates projected NVIDIA's AI accelerator revenue share easing from its 2024 peak toward roughly 75% by 2026, as AMD's MI350 series (shipped to hyperscalers in Q3 2025) and hyperscalers' own custom ASICs (targeting 10-15% share) both gained ground.
Now
AMD competes with NVIDIA in accelerated computing and artificial intelligence processors.
Advanced Micro Devices ↔ Taiwan Semiconductor Manufacturing Company
2024–2025
TSMC fabricated AMD's MI300X (CDNA 3) and next-generation MI350X (CDNA 4, 3nm) accelerators, competing for the same advanced-node and CoWoS packaging capacity as NVIDIA's Blackwell line.
Now
AMD depends on TSMC for manufacturing many of its advanced semiconductor products.
Advanced Micro Devices ↔ High Bandwidth Memory
Jan 2024
AMD's MI325X shipped with 256GB of HBM3e and 6 TB/s bandwidth, deliberately positioned against NVIDIA's H200 (141GB HBM3e) — more total memory capacity than any competing accelerator shipping at volume that year, AMD's main differentiator against NVIDIA's software/ecosystem advantage.
Jan 2025
AMD's next-generation MI350X (CDNA 4, built on TSMC 3nm) increased HBM3e capacity further to up to 288GB with 8 TB/s bandwidth, keeping AMD's memory-capacity lead over NVIDIA's competing chips intact into the next product cycle.
Now
Advanced AMD AI accelerators depend on high-bandwidth memory.
Advanced Micro Devices ↔ AI Accelerators
2026-Q1
AMD's Data Center segment revenue surged 57% year-over-year to $5.8 billion in Q1 2026 on EPYC and Instinct MI350 demand, with MI400 projected to generate roughly $7.2 billion in 2026 revenue — about 25% of data center sales — a result CEO Lisa Su called 'a clear inflection point.'
Now
AMD develops AI accelerators for advanced data-center computing workloads.
Advanced Micro Devices ↔ AI Data Centers
Jan 2024
AMD's MI300X accelerators (CDNA 3) shipped into AI data centers with a memory-capacity advantage over competing NVIDIA GPUs, positioning AMD as a secondary supplier to hyperscalers alongside NVIDIA.
Jan 2025
AMD's next-generation MI350X (CDNA 4, TSMC 3nm) extended AMD's data-center accelerator lineup with up to 288GB HBM3e capacity and 8 TB/s bandwidth, competing for hyperscaler AI-data-center deployments as combined AI capex rose to roughly $410 billion for the year.
Now
AMD supplies processors and accelerators used in artificial intelligence data centers.
Advanced Micro Devices ↔ Lisa Su
Oct 2014
Lisa Su became AMD's CEO in October 2014, when the company's market capitalization was roughly $2 billion, and led its turnaround into a major AI-era semiconductor competitor.
2026-Q1
Under Su, AMD's Data Center segment revenue surged 57% year-over-year to $5.8 billion in Q1 2026, pushing AMD's market capitalization past $250 billion — a result Su called 'a clear inflection point.'
Now
AMD has been led by CEO Lisa Su since October 2014, who oversaw its transformation from a roughly $2 billion market cap company into one exceeding $250 billion today.