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On August 17, 2026, Advanced Micro Devices, Inc. closed a public offering of $4.75 billion aggregate principal amount of senior unsecured notes across four tranches: $1.25 billion of 4.600% notes due 2029, $1.50 billion of 5.000% notes due 2031, $1.00 billion of 5.250% notes due 2033, and $1.00 billion of 5.500% notes due 2036. The notes are senior unsecured obligations of the Company and were issued under the June 9, 2022 Base Indenture, as supplemented by the Third Supplemental Indenture dated August 17, 2026,...
AMD files automatic shelf registration statement for debt securities
Advanced Micro Devices, Inc. filed an automatic shelf registration statement on Form S-3ASR with the SEC on August 13, 2026 as a well-known seasoned issuer, registering an unspecified amount of debt securities that may be offered and sold from time to time in one or more offerings. The registration statement is effective upon filing under Rule 462(e) and incorporates by reference AMD's recent 10-K, 10-Q, and 8-K filings.
AMD filed its 10-Q; the most relevant disclosure change is expanded Revolving credit facility: In May 2026 AMD entered into a new five-year, $5.0 billion unsecured revolving credit facility, replacing the prior $3.0 billion facility; up to $250 million may be used for letters of credit; no borrowings outstanding as of June 27, 2026. Customer concentration: International customers represented 70% of revenue.
AMD Q2 2026 Call: Massive AI TAM Upgrade and 2027 Roadmap Visibility
AMD’s second-quarter call was defined by a significant upward revision of its long-term market outlook and the unveiling of its 2027 product roadmap. Management raised the 2030 Data Center AI accelerator TAM to $1.4 trillion and the Server CPU TAM to $220 billion, signaling a belief that AI adoption is still in its early innings. Beyond the immediate ramp of the MI450 'Helios' platform, the introduction of the 6th Gen EPYC 'Venice' and MI500 'Verona' series for 2027 provided investors with a clear multi-generati...
AMD Q2 2026 Revenue $11,536 million, Beat Guidance by +$336.0M
AMD beat prior Q2 2026 Revenue guidance by +$336.0M. Non-GAAP gross margin of 56% was in line with prior guidance of ~56%, while non-GAAP operating expenses of $3.394 billion slightly exceeded the prior ~$3.3 billion guide. AMD guided Q3 2026 revenue to approximately $13 billion plus or minus $300 million, a midpoint that implies ~41% year-over-year growth, and guided Q3 non-GAAP gross margin to ~56%.
AMD and Cerebras Announce Disaggregated AI Inference Solution Combining AMD Helios and Cerebras Wafer-Scale Engine
AMD and Cerebras announced a technical partnership to deliver a disaggregated AI inference solution that combines AMD Helios rackscale systems with the Cerebras Wafer-Scale Engine. The joint solution is designed to deliver ultra-low-latency inference alongside higher throughput, with the two companies claiming up to 5x higher tokens per second per watt (T/s/W). Cerebras plans to deploy AMD Helios systems in its data centers, with the joint solution expected to be available initially through Cerebras Cloud in the...
AMD and Microsoft expand strategic partnership; Microsoft to deploy AMD Helios, new EPYC-powered Azure VMs, and Pensando DPUs
AMD announced an expanded strategic partnership with Microsoft covering AMD GPUs, CPUs, networking and software on Microsoft Azure. Microsoft will deploy the AMD Helios Rackscale Solution on Azure to power frontier model AI inference for Microsoft, its AI customers and Azure AI services; Azure will also add two new VM series powered by 6th Gen AMD EPYC 'Venice' processors, and broaden deployment of Pensando DPUs for Azure networking. AMD said it will begin shipping Helios to customers, including Microsoft, in th...
AMD Call: MI400/Helios Ramp in 2H26; Data Center Growth Target >60%
Following the initial earnings release, AMD’s management used the conference call to solidify the roadmap for its next-generation AI accelerators, specifically highlighting the 2H 2026 launch of the MI400 series and the Helios platform. While the company reported record Q4 revenue of $10.3 billion, the call provided critical nuance regarding the tapering of China-specific MI308 revenue and the expected 'significant double-digit' decline in the semi-custom gaming segment as the console cycle matures. CEO Dr. Lisa...
AMD Commits up to £2 Billion over Five Years to Accelerate AI Innovation and Research in the United Kingdom
AMD announced plans to invest up to £2 billion over the next five years in the United Kingdom to accelerate AI innovation, scientific research and workforce development, with the announcement made at London Tech Week by Chair and CEO Dr. Lisa Su. The investment includes new strategic collaborations with Imperial College London and Oriole Networks, and continued work with Dell Technologies and the University of Cambridge on the Zenith AI supercomputer and the Sunrise fusion AI system built with UKAEA. The initiat...
AMD Q1 2026: Server CPU TAM Doubled; Meta Partnership Deepens
AMD’s Q1 2026 earnings call provided a significant bullish pivot beyond the initial revenue beat, headlined by a massive upward revision to the Server CPU Total Addressable Market (TAM). Management now expects the Server CPU TAM to reach $120 billion by 2030, nearly doubling their previous forecast due to the orchestration requirements of 'Agentic AI.' This structural shift, combined with a massive 6-gigawatt Instinct GPU partnership with Meta and the first details on the 'Venice' Zen 6 architecture, suggests AM...
AMD Announces Production Ramp of Next-Generation EPYC Processor Venice on TSMC 2nm
AMD announced production ramp of its 6th Gen AMD EPYC processor codenamed Venice on TSMC's advanced 2nm process technology in Taiwan, with plans to also ramp production at TSMC's Arizona fabrication facility. Venice is the first high-performance computing product in the industry to enter production on TSMC's 2nm technology, marking a milestone in AMD's data center CPU roadmap. AMD plans to extend 2nm process technology across its data center CPU roadmap with Verano, a follow-on EPYC processor optimized for perfo...
AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure
AMD announced more than $10 billion in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging manufacturing for next-generation AI infrastructure. The investments focus on developing advanced packaging capabilities, including the Elevated Fanout Bridge (EFB) technology, with key partners ASE, SPIL, and PTI. The AMD Helios rack-scale platform is on track for multi-gigawatt deployments beginning in the second half of 2026, with support from leading ODM partners includ...
AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs
AMD and Meta announced a definitive multi-year, multi-generation partnership for AMD to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta's AI infrastructure. The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture and 6th Gen AMD EPYC CPUs (Venice), with shipments for the first gigawatt deployment expected to begin in 2H 2026. AMD issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as specific Instinct GPU shipmen...
AMD announced it will report fiscal first quarter 2026 financial results on Tuesday, May 5, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. ET / 2:00 p.m. PT via webcast on the AMD Investor Relations website. The company also announced Jean Hu, executive vice president and chief financial officer, will present at the Bank of America Global Technology Conference on June 2, 2026.
AMD beat prior Q1 2026 guidance on Q1 2026 Revenue by +$453.0M. AMD reported Q1 2026 revenue of $10.3 billion, beating the prior guidance midpoint of $9.8 billion by approximately $453 million (4.6%). Non-GAAP gross margin of 55% was in line with the guided ~55%. The company reported non-GAAP diluted EPS of $1.37, up 43% year-over-year, and non-GAAP operating income of $2.5 billion, up 43% year-over-year.
AMD Announces Strategic Partnership and $250 Million Investment in Nutanix
AMD and Nutanix announced a multi-year strategic partnership to jointly develop an open, full-stack AI infrastructure platform designed for agentic AI applications. AMD will invest $150 million in Nutanix common stock at $36.26 per share and fund up to $100 million for joint engineering initiatives and go-to-market collaboration. The equity investment is expected to close in Q2 2026, subject to regulatory approvals and customary closing conditions. The first jointly-developed agentic AI platform is expected to c...
AMD and TCS to Bring State-of-the-Art 'Helios' Rack-Scale AI Architecture to India
AMD and Tata Consultancy Services (TCS) announced an expanded strategic collaboration under which TCS subsidiary HyperVault AI Data Center Limited and AMD will co-develop a rack-scale AI infrastructure design based on the AMD 'Helios' platform. The AI-ready data center blueprint will support up to 200 MW of capacity and is designed to accelerate data center build-outs for hyperscalers and AI companies in India.
AMD to Present at Morgan Stanley Technology, Media & Telecom Conference
Advanced Micro Devices, Inc. will present at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026 at 7:00 am PDT. Webcast, audio, and transcript options will be available. This is an investor conference appearance, not an earnings release.
AMD beat prior Q4 2025 guidance on Q4 2025 Revenue by +$670.0M. AMD Q4 2025 revenue of $10.3 billion beat the prior guidance midpoint of $9.6 billion by $700 million. Non-GAAP gross margin of 57% exceeded the ~54.5% guidance midpoint. For the full year 2025, AMD reported record revenue of $34.6 billion, up 34% year-over-year, with non-GAAP net income of $6.8 billion and non-GAAP diluted EPS of $4.17.