Overview
- AMD is slated to brief analysts in New York today on its artificial intelligence chip and systems plans, with presentations beginning at 1 p.m. EST.
- The company’s next-generation MI400 accelerators are targeted for 2026, with planned variants tailored for scientific workloads and for generative AI.
- AMD is planning a complete server rack offering comparable to Nvidia’s GB200 NVL72, signaling a move beyond standalone chips.
- Last week’s fourth-quarter revenue outlook topped Wall Street estimates, and executives pointed to AI demand as a key driver as its data center CPU business benefits from AI spending.
- AMD’s October agreement with OpenAI is set to deliver more than $100 billion in revenue over four years and includes warrants for up to a 10% stake, giving AMD a major customer as Nvidia maintains a dominant share in data center AI chips.