AMD and AI
Instinct GPUs and EPYC CPUs ride the AI data-center boom
AMD has become the clearest No. 2 to Nvidia in AI accelerators, with record data-center revenue driven by its Instinct MI300/MI350 GPUs and EPYC server CPUs, and a multi-year OpenAI deal to deploy 6 gigawatts of its GPUs.
What happened
- 2025: Record full-year revenue rose ~34% to $34.6B; data-center segment up ~32% to $16.6B on Instinct GPU and EPYC demand.
- 2025: Q3 data-center revenue hit a record $4.3B, driven by 5th-gen EPYC CPUs and the MI350 Series GPU ramp.
- 2025: AMD and OpenAI struck a deal to deploy 6GW of Instinct GPUs, with the first 1GW of MI450s starting H2 2026.
AI angle
AMD is the leading challenger in AI training and inference accelerators, capturing surging data-center GPU and CPU demand.
Sources
AI company card
AMD
Instinct GPUs and EPYC CPUs ride the AI data-center boom. AMD is the leading challenger in AI training and inference accelerators, capturing surging data-center GPU and CPU demand.
AIFear.com
Company-impact notes are curated, dated summaries; this profile set was last web-verified on 2026-06-27. Informational only — not investment advice. Spotted something stale? Request a correction.