chips (GPU/ASIC/CPU) · Industry Index 24 (rank #15) ·
price: as of 2026-10-30 index: as of 2026-10-30 fundamentals: latest filing 2026-08-05 Reports quarterly (10-Q XBRL)
Designs Instinct data-center GPUs and EPYC CPUs; the main merchant-silicon challenger to NVIDIA.
Industry exposure 0.7 (Instinct GPUs and EPYC server CPUs increasingly AI-driven; also client/gaming)
Delayed, end-of-day, aggregate per contract — not a live tape or trade-level flow. Buy/sell side is INFERRED from where each contract's last print sat in the bid/ask spread, not observed order flow. The company-wide side is withheld unless quoted contracts cover at least a quarter of the day's premium, so it can be blank while individual contracts below show a side. Call/put premium is measured across the chain we capture — the 6 nearest expiries within 45 days, not the full option chain — while the table below lists at most 20 flagged contracts, so summing those rows will not reproduce the percentage.
Why flagged:earnings in 5 days
| Date | Contract | Score | Side (inferred)? | OI Δ? | Volume | Vol/OI | Flags |
|---|---|---|---|---|---|---|---|
| 2026-10-30 | $515 CALL | 88 | buy-side | +2 | 2,101 | 19.4× | |
| 2026-10-30 | $515 CALL | 86 | buy-side | +4 | 2,939 | 58.8× | |
| 2026-10-30 | $520 CALL | 85 | sell-side | +6 | 3,350 | 79.8× | |
| 2026-10-30 | $522.5 CALL | 83 | mid-market · no side | +12 | 1,503 | 14.7× | |
| 2026-10-30 | $550 CALL | 81 | mid-market · no side | +80 | 6,651 | 7.1× | |
| 2026-10-30 | $490 PUT | 78 | mid-market · no side | +2 | 2,400 | 19.8× | |
| 2026-10-30 | $527.5 CALL | 77 | mid-market · no side | 0 | 2,056 | 27.4× | |
| 2026-10-30 | $540 CALL | 77 | sell-side | +11 | 3,418 | 5.6× | |
| 2026-10-30 | $525 CALL | 74 | sell-side | -5 | 2,712 | 12.6× | |
| 2026-10-30 | $532.5 CALL | 73 | mid-market · no side | +16 | 1,433 | 29.2× | |
| 2026-10-30 | $522.5 CALL | 73 | mid-market · no side | +3 | 673 | 20.4× | |
| 2026-10-30 | $487.5 PUT | 73 | sell-side | +1 | 593 | 24.7× | |
| 2026-10-30 | $425 PUT | 73 | mid-market · no side | +5 | 545 | 25.9× | |
| 2026-10-30 | $517.5 CALL | 72 | sell-side | 0 | 1,431 | 10.9× | |
| 2026-10-30 | $520 CALL | 72 | mid-market · no side | -4 | 813 | 23.2× | |
| 2026-10-30 | $550 CALL | 72 | mid-market · no side | +8 | 1,140 | 9.7× | |
| 2026-10-30 | $532.5 CALL | 71 | mid-market · no side | 0 | 1,743 | 12.7× |
3 smaller flags (under $100000 premium) hidden.
latest session: 1.3× its 13-day baseline
42% calls / 58% puts (by premium)
News set the tone, but the swarm won’t commit — a positive tilt with weak agreement, so the call is Neutral.
Most voters leaned one way; structural dissented. Directional agreement 0.72.
A mildly-positive score, but weak agreement — so the engine returns a no-conviction Neutral rather than overclaim. This is the system refusing to force a call it doesn’t have.
AMD's edge is architectural design IP executed on someone else's fabs. The FY2025 10-K describes a full-stack portfolio — EPYC server CPUs, Instinct AI accelerators, Ryzen client parts where 'AMD was the first company to integrate a dedicated neural processing unit (NPU) on the same SoC as an x86 CPU for AI PCs,' Radeon graphics, Pensando networking and Versal adaptive SoCs — backed by roughly 18,900 patent matters worldwide, and it discloses gigawatt-scale customer commitments (an October 2025 agreement with OpenAI 'to deploy 6 gigawatts of AMD GPUs,' first gigawatt on Instinct MI450). The same filing bounds that moat: Nvidia is 'the discrete GPU market share leader' and 'leverages its market position in data center GPU, financial resources, and proprietary software ecosystem'; Intel 'uses its microprocessor market position to price its products aggressively'; Arm architectures and customers who 'internally develop products to support similar AI workloads' are named as encroaching; and every wafer at 7 nm or below comes from TSMC. Revenue grew 34% in FY2025 with Data Center up 32%, but the filing's own competitive framing places AMD in the challenger seat rather than the entrenched one.
Rating: narrow
AMD's FY2025 10-K documents real but bounded advantages: approximately 7,200 U.S. patents and roughly 18,900 patent matters worldwide, an outright claim that 'We are the market share leader in semi-custom game console products,' and gross margin of 50% on revenue up 34% to $34.6 billion. The same filing sets the ceiling: 'Some of our competitors may possess stronger market positions, larger customer bases, more design wins, and greater financial, sales, marketing, and distribution resources than us'; Nvidia is named 'the discrete GPU market share leader'; and AMD relies on TSMC 'for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes.' Advantages that are genuine, contested, and dependent on a shared foundry are narrow, not wide.
Type: intangibles ip
The FY2025 10-K locates the durable asset in design IP rather than manufacturing: 'We rely on contracts and intellectual property rights to protect our products and technologies from unauthorized third-party copying and use,' with approximately 7,200 U.S. patents and about 18,900 patent matters worldwide spanning x86 EPYC/Ryzen CPUs, CDNA/RDNA graphics and the Versal/Zynq adaptive-SoC families, and it credits customer wins to 'our broad IP portfolio and leadership in design, integration and advanced packaging.' It is explicitly not cost_scale: AMD is fabless and 'utilize[s] Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of wafers' — the same leading-edge foundry its merchant competitors use, so no manufacturing-scale advantage accrues to it.
Leadership: fast follower
The FY2025 10-K itself places AMD behind the pace-setter in its two most important markets: 'Our principal competitor in the supply of discrete graphics is Nvidia, who is the discrete GPU market share leader,' and the risk factors state Nvidia 'leverages its market position in data center GPU, financial resources, and proprietary software ecosystem to promote its systems and influences customers who do business with us.' AMD is nonetheless executing 'an annual cadence of leadership for AMD Instinct solutions' and has won gigawatt-scale commitments (OpenAI, 6 GW) — following fast and closely, not setting the pace.
Pricing power: moderate
FY2025 gross margin was 50%, up from 49% in 2024 per the 10-K — healthy and improving — but the same filing attributes average-selling-price pressure to competitors: Intel 'uses its microprocessor market position to price its products aggressively and target our customers and channel partners with special incentives. These aggressive activities have reduced and may reduce our unit sales and average selling prices for many of our products'. Pricing power is real but contested.
Curated moat judgment grounded in the cited source. source: sec.gov
Layer: chips (GPU/ASIC/CPU)
A fabless merchant-silicon designer sitting one layer above the foundries: the FY2025 10-K states AMD relies on TSMC 'for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes' and primarily on GLOBALFOUNDRIES above 7 nm, with packaging and test performed by Asia-Pacific ATMP partners — so its cost, supply and cadence are inherited from partners it does not control.
Derived from this company's mapped supply-chain edges and its industry layer.
The moat prior voted +0.06 on the long (~6-month) horizon at weight 0.20 — the swarm call there is bullish (score 0.57, conviction 66).
Editorial prior — subjective, not backtested. It is bounded (±0.6), low-confidence, and never votes on short/medium. See exactly how it voted →
Products & services with an editorial market-share band and technical barrier band — qualitative judgments tied to a cited basis, never invented figures.
| Product | Market share | Technical barrier |
|---|---|---|
| AMD EPYC server CPUs · Data center CPUs x86 server processors for cloud, enterprise and high-performance computing. | Top 3 The FY2025 10-K names the whole server-CPU competitive set as Intel plus, in its words, 'A variety of smaller fabless silicon companies offer proprietary accelerator solutions and Arm-based CPUs targeting data center use cases' — AMD is one of only two x86 server-CPU suppliers named — and credits FY2025 Data Center growth partly to 'strong demand for our 5th generation AMD EPYC processors'. A top-tier supplier; the filing states no share figure and none is assumed here. | Moderate The x86 software base and multi-year platform qualification are real barriers, but the 10-K flags erosion on both flanks: 'Some competitors are pursuing alternative computing architectures, such as Arm, which could grow the Arm ecosystem and increase competition in consumer, commercial and data center,' and 'some of our customers are internally developing their own data center microprocessor products'. |
| AMD Helios rack-scale AI systems · Rack-scale AI infrastructure Integrated racks pairing Instinct GPUs, EPYC CPUs, Pensando networking and ROCm software. | Unknown AMD's 22 July 2026 announcement covers a partnership to deploy 'up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027' — a large forward commitment, but the release supplies no basis for any share ranking in rack-scale AI systems, so share is left unknown rather than guessed. | Moderate The release describes Helios as a full-stack system — 'AMD Instinct MI455X GPUs, part of the AMD Instinct MI450 Series, together with AMD EPYC "Venice" CPUs, AMD Pensando networking and ROCm software' — an integration few merchant vendors can assemble. It also shows the advantage is prospective rather than installed: first-gigawatt deployment begins 'in the first half of 2027,' and the partners are launching a collaboration to 'accelerate ROCm software development,' so the software layer is still being built out. |
| AMD Instinct data-center GPUs (MI350 / MI450 series) · AI accelerators CDNA-architecture GPUs for AI training, inference and exascale scientific computing. | Challenger The FY2025 10-K says that in the Data Center segment AMD 'compete[s] primarily against Intel Corporation (Intel) and Nvidia Corporation' and its risk factors describe Nvidia's 'market position in data center GPU' and 'proprietary software ecosystem' — a credible challenger, not the leader. Data Center revenue of $16.6 billion grew 32% in FY2025, 'primarily driven by strong demand for our 5th generation AMD EPYC processors and AMD Instinct MI350 Series GPUs.' | Moderate Barriers are real — leading-edge TSMC capacity, the ROCm software stack and 'an annual cadence of leadership for AMD Instinct solutions' — but the 10-K names them as contested: competitors' 'proprietary software ecosystem'; 'A variety of smaller fabless silicon companies offer proprietary accelerator solutions and Arm-based CPUs targeting data center use cases'; and 'some of our customers are internally developing their own data center microprocessor products and accelerator products which could impact the available market for our products'. |
| AMD Ryzen client CPUs and APUs (incl. Ryzen AI) · Client PC CPUs x86 desktop and notebook processors, including NPU-equipped Ryzen AI parts for AI PCs. | Challenger 'Our primary competitor in the supply of CPUs and APUs is Intel', per the FY2025 10-K, which adds that Intel 'uses its microprocessor market position to price its products aggressively' — the filing frames AMD as the challenger in client PCs. Client and Gaming revenue of $14.6 billion rose 51% in FY2025, 'primarily driven by strong demand for our AMD Ryzen processors, semi-custom game consoles SoCs and Radeon gaming GPUs.' | Moderate The 10-K claims a genuine first — 'AMD was the first company to integrate a dedicated neural processing unit (NPU) on the same SoC as an x86 CPU for AI PCs' — alongside long-lived Socket AM5 and AM4 platforms that carry an installed base. The same filing warns that 'A variety of companies provide or have developed Arm-based microprocessors and platforms which could lead to further adoption of Arm-based PC solutions'. |
| FPGAs and adaptive SoCs (Versal / Zynq / UltraScale+) · Programmable logic and embedded Reconfigurable logic and heterogeneous adaptive SoCs for aerospace, industrial, automotive and communications. | Top 3 The FY2025 10-K names a short field — 'our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation' — and states that its Versal devices 'achieve dramatic system-level performance improvements over today's fastest FPGA competitors' solutions' (AMD's own characterization). A top-tier supplier in a three-to-four-name field; the filing gives no share figure and none is inferred. Embedded revenue was $3.5 billion, down 3% in FY2025. | Moderate Design-tool lock-in is real — customers program these parts with AMD's own Vivado and Vitis suites, and the 10-K describes adaptive SoCs as 'Enabled by both hardware and software design tools and an extensive operating system, middleware, software stack and IP ecosystem' — but the same section cites 'continued competition from the ASIC market, which has been ongoing since the inception of FPGAs', plus ASSP vendors including Broadcom, Marvell, Qualcomm and NVIDIA. |
| Radeon discrete GPUs (RX and PRO) · Discrete graphics RDNA-architecture graphics cards for gaming, creation and workstation use. | Challenger The FY2025 10-K is explicit: 'Our principal competitor in the supply of discrete graphics is Nvidia, who is the discrete GPU market share leader, and Intel, who manufactures and sells integrated graphics processors and gaming-focused discrete GPUs.' AMD is the challenger in this line. | Moderate GPU design plus the Adrenalin software stack and FSR technologies keep the credible field small, but the 10-K flags substitution from below: 'higher unit shipments of our APUs and Intel's integrated graphics may drive computer manufacturers to reduce the number of systems they build paired with discrete graphics components, particularly for notebooks.' |
| Semi-custom game-console SoCs · Semi-custom silicon Customer-specific CPU+GPU SoCs co-engineered for game consoles and handhelds. | Leader Stated outright in the FY2025 10-K: 'We are the market share leader in semi-custom game console products, where graphics performance is critical.' Its SoCs 'power the Sony PlayStation 5, the Microsoft Xbox Series S and X game consoles, as well as the recently revealed Valve Steam Machine PC.' | Deep The 10-K describes these as 'tailored, high-performance, customer-specific solutions' that are 'deeply co-engineered with our customers' — a console generation locks the design in for years, so a rival cannot displace the incumbent mid-cycle. |
These charts plot AMD's reported income statement, cash flow, and balance sheet from its SEC filings through 2026-08-05. Every figure is as-filed XBRL — none of it is an estimate.
Over the reported window, net income at $4.3B in FY2025.
Analyst consensus — third-party estimates from Yahoo Finance, as of 2026-10-26. Not SEC filings and not a TradingPilot forecast. source: finance.yahoo.com
| Period | EPS (est.) | Revenue (est.) | YoY |
|---|---|---|---|
| Q/E Sep 2026 | USD 1.93 (USD 1.72–USD 2.10) · 40 | USD 13.1B (USD 12.7B–USD 14.0B) · 38 | +41% |
| FY 2026 | USD 7.59 (USD 7.00–USD 8.20) · 49 | USD 51.0B (USD 48.3B–USD 52.7B) · 48 | +47% |
Each figure shows the consensus mean, its (low–high) range where available, and · the number of analysts behind that estimate.
Next report ~2026-11-03.
Our model leans Bullish on the stock over the medium horizon — a market-direction call, not an earnings forecast. See the Signal tab.
Some recent figures are from Yahoo Finance where the latest SEC filing hasn’t posted yet — FX-converted to USD and reconciled against SEC-filed periods.
Comparing against peers…
| Institution | Shares | Value | Δ shares QoQ | % of 13F | % shares out |
|---|---|---|---|---|---|
| BlackRock Passive / index | 150,301,510 | $87.3B | 4,727,226 | 1.3% | 9.21% |
| State Street Passive / index | 74,361,687 | $43.2B | -409,533 | 1.3% | 4.56% |
| FMR (Fidelity) Passive / index | 25,558,552 | $14.8B | 10,269,781 | 0.6% | 1.57% |
| ARK Investment Management (Cathie Wood) Guru | 1,416,443 | $822.8M | -1,296,411 | 5.3% | 0.09% |
| Renaissance Technologies Guru | 829,697 | $463.8M | 612,753 | 0.6% | 0.05% |
| Tiger Global Management (Chase Coleman) Guru | 674,727 | $392.0M | 674,727 | 1.6% | 0.04% |
| Bridgewater Associates (Ray Dalio (founder)) Guru | 538,632 | $312.9M | -754,135 | 1.3% | 0.03% |
| Appaloosa Management (David Tepper) Guru | 197,500 | $114.7M | -23,900 | 1.5% | 0.01% |
| Coatue Management (Philippe Laffont) Guru | 95,987 | $55.8M | 95,987 | 0.1% | 0.01% |
TradingPilot-computed columns (% of 13F, % shares out) are derived from as-filed 13F values; only name, shares and value are as-filed.
| Position | Shares | Value | Reported price | % of book | Activity |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | 3,309,470 | $565.5M | $170.86 | 43.1% | New |
| SANMINA CORP (SANM) | 1,151,052 | $291.3M | $253.08 | 22.2% | Held |
| NUTANIX INC | 4,136,789 | $210.8M | $50.96 | 16.1% | New |
| CEREBRAS SYSTEMS INC | 794,467 | $175.6M | $221.00 | 13.4% | New |
| ABSCI CORPORATION | 5,714,285 | $66.2M | $11.59 | 5.0% | New |
| XANADU QUANTUM TECHNOLO LTD | 200,000 | $2.4M | $11.85 | 0.2% | Held |
| MARVELL TECHNOLOGY INC (MRVL) | 0 | $0 | — | — | Sold-Out |
Showing all 6 reported 13(f) positions; 1 link to the TradingPilot universe. Reported price is value ÷ shares at the quarter-end — an average, not a buy/sell price.
| Investee | What | Date | Status |
|---|---|---|---|
| xAI | Strategic investor in xAI's $6B Series C at a ~$45B valuation (AMD's individual amount undisclosed) | 2024-12-23 | active |
| Scale AI | AMD Ventures joined Scale's $1B Series F at a $13.8B valuation as a new investor (individual amount undisclosed) | 2024-05-21 | active |
GlobeNewswire · 2026-10-27 · partnership
AMD said initial Helios rackscale systems are installed and being tested at Meta ahead of broader deployment. EPYC processors support Meta’s Muse agent, and the companies continue work across GPUs, networking and ROCm. AMD also announced planned equity-offering participation.
Scaleway · 2026-10-13 · partnership
Scaleway announced the deployment of a new AI supercomputer in Sweden featuring AMD Instinct MI355X GPUs and AMD ROCm software, its first supercomputer deployment outside France.
ACCESS Newswire · 2026-10-13 · partnership
Fermi said it signed a credit support agreement with AMD supporting a lease for phase one of its Project Matador energy and AI buildout in Carson County, Texas, with 222 megawatts of gross power capacity, calling it a key milestone toward securing project financing. The companies also signed an agreement outlining a partnership and framework for future expansion of up to 650 MW of gross power capacity; the release says AMD's obligations under the agreement are subject to conditions.
NVIDIA Blog · 2026-10-12 · partnership
At the OCP Global Summit, NVIDIA contributed key Vera Rubin rack and compute tray designs to OCP through its open MGX architecture. Meta is adopting NVIDIA Spectrum-6 102.4Tb/s Ethernet switches to build larger Vera Rubin AI factories, and NVIDIA joined AMD, Google and Meta to publish the Open Data Center Specification v0.7, a blueprint for AI factory facility design.
AMD · 2026-10-12 · product
AMD introduced the AMD Helion agentic AI rack, an open blueprint based on an Open Compute Project spec design, with configurations including a CPU-only rack of 6th Gen EPYC processors supporting up to 32,768 CPU cores and an all-in-one rack combining EPYC CPU nodes with Instinct MI350P GPU nodes. AMD plans to contribute the specification to OCP, and Helion configurations are planned to be available in November 2026.
The White House · 2026-10-08 · partnership
The White House announced $2.4B in super intelligence for science tools and compute credits for the Genesis Mission Consortium from eleven industry partners. Commitments include NVIDIA ($1B), AMD ($500M), OpenAI ($200M), $150M each from Anthropic and Google, and $50M each from AWS, Crusoe and Micron, among others.
Astera Labs · 2026-10-08 · product
Astera Labs announced its Aries 7 PCIe 7 signal conditioning portfolio spanning smart retimers, redrivers, cable modules, optical drivers and optical TIAs, extending reach from centimeters of PCB trace to 50+ meters over optical cables spanning multiple racks. The products are expected to begin sampling in Q4 2026 to select hyperscale, OEM and NPO customers. AMD and Intel, which have each validated Aries Smart Retimers in production from PCIe 4 through 6, are collaborating with Astera Labs on the transition to PCIe 7.
ITPro · 2026-10-07 · product
HPE launched four ProLiant Gen13 servers powered by sixth-generation AMD EPYC Server CPUs, aimed at agentic AI and inference, analytics, virtualization, simulation and modeling. The DL585a Gen13 supports up to eight double-wide PCIe GPUs and two sixth-generation AMD EPYC processors, and the 1U single-socket DL525 Gen13 offers up to 256 cores. The DL525 will be available later in 2026, the DL585a in early 2027 and the XD245 and XD285 later that year.
Arista Networks · 2026-10-07 · product
Arista Networks announced an open Ethernet rack-scale portfolio for scale-up and scale-out AI infrastructure, engineered in partnership with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm. Its Etherlink SU-144 architecture supports up to 144 accelerators in a single-hop network and scales to 1,024 XPUs through cross-rack topologies.
InvestorsHub (ADVFN) · 2026-10-07 · partnership
AMD CEO Lisa Su said in Seoul that AMD continues to explore potential partnerships with Samsung Electronics across memory supply and semiconductor manufacturing. She said Samsung and SK Hynix are key to AMD's data centre ambitions.
Focus Taiwan (CNA) · 2026-10-06 · product
Speaking to reporters in Taipei, AMD CEO Lisa Su said AMD increased supply through 2026 and will substantially increase it in 2027, adding that it could use more. She said AMD is expanding its Taiwan supply-chain investment as demand grows.
HPE · 2026-09-30 · partnership
HPE announced a $1.2 billion order from Vultr for AMD Helios AI Rack by HPE systems at U.S. cloud data centers. The systems combine AMD compute with HPE networking and liquid cooling for AI training and inference.
AMD · 2026-09-28 · partnership
AMD announced an agreement to acquire World Labs to strengthen its AI model research and guide future hardware and software development. The transaction remains subject to regulatory approval; Fei-Fei Li is expected to join AMD as executive vice president and chief scientist after closing.
Proactive Investors · 2026-09-17 · product
Nebius told customers it will raise prices across its on-demand GPU cloud services from October 1, with Nvidia H100 instances up about 17% and B300 rates up about 21%. This is the company's second round of price increases in a few months.
Euronews · 2026-09-10 · product
AMD unveiled a desktop-class AI workstation it bills as a personal supercomputer, marketed as the Halo Station, aimed at running large models locally.
Tom's Hardware · 2026-08-16 · partnership
Google is reportedly working with AMD on a TPU project in the v10 generation, according to a SemiAnalysis note citing market chatter. Analysts suggest Google may want AMD's CPU IP and advanced packaging for TPUs with on-package CPU cores aimed at reinforcement-learning workloads; it would be AMD's first major involvement in a custom AI ASIC project. Unconfirmed by either company.
CNBC · 2026-08-12 · earnings
In its second earnings report since its May IPO, Cerebras reported Q2 total revenue of $180 million (core revenue $210 million) and a net loss of $450.5 million, most of it tied to $386.6 million of stock-compensation costs, versus a $309.5 million profit a year earlier. The company raised full-year core revenue guidance to $880-$890 million (from $855-$865 million), guided current-quarter core revenue to $214-$216 million with core gross margin expanding to 38-40%, and cited $25.4 billion in remaining performance obligations; AI cloud revenue was $126 million in the June quarter. The stock still tumbled about 14% in extended trading.
GlobeNewswire · 2026-08-06 · partnership
AMD announced the acquisition of Taalas, a Toronto-based specialist in AI inference silicon founded in 2023, saying it will integrate the technology into its accelerator roadmap alongside AMD Instinct GPUs. Financial terms were not disclosed; the deal is subject to customary closing conditions and regulatory approvals.
GlobeNewswire · 2026-08-04 · earnings
AMD published its second quarter 2026 financial results. Figures are in the cited release; none are reproduced here.
Core Scientific · 2026-07-28 · partnership
Core Scientific and AMD announced an infrastructure partnership under which the agreement expands capacity for the AMD ecosystem with "more than 500 megawatts of U.S. infrastructure beginning in 2027, with the opportunity to scale up to 2.5 gigawatts." Core Scientific provides AI-ready data centers and high-density infrastructure at scale; AMD gains access to power, land and data center infrastructure to deploy AMD AI solutions. The release also states AMD "will also receive market-priced warrants to purchase Core Scientific's common stock." No contract dollar value or term is stated in the release.
Graph change: added supplier edge Core Scientific → AMD because of this article.
2026-10-28 Yahoo Finance: AMD · Dear AMD Stock Fans, Mark Your Calendar for November 3
2026-10-28 Yahoo Finance: AMD · Is AMD Stock a Buy, Sell, or Hold Right Now? Here's What I'm Doing.
2026-10-28 Yahoo Finance: AMD · Should You Buy AMD Stock Before Nov. 3?
2026-10-27 Yahoo Finance: AMD · Advanced Micro Devices (AMD) Ties AI Deals To $95 Billion Infrastructure Push
2026-10-26 CNBC Top News · As AI becomes more fractured, one names stands out: AMD
2026-10-26 Yahoo Finance: MRVL · What Changed In AMD's Story?
2026-10-25 Yahoo Finance: CBRS · Prediction: 2 Stocks That Will Be Worth More Than AMD 5 Years From Now
2026-10-22 PR Newswire Health · Generative Bionics va construire la plus grande usine de données d'IA physique d'Europe et faire progresser la souveraineté européenne dans le domaine des robots humanoïdes grâce à l'infrastructure d'IA d'AMD
2026-10-21 PR Newswire Aerospace/Defense · Generative Bionics baut Europas größte physische KI-Datenfabrik auf und fördert die europäische Souveränität über humanoide Roboter mit AMD-KI-Infrastruktur.
2026-10-21 PR Newswire Aerospace/Defense · Generative Bionics to build Europe's largest Physical AI Data Factory and advance European humanoid sovereignty with AMD AI infrastructure
2026-10-21 PR Newswire Aerospace/Defense · Generative Bionics to build Europe's largest Physical AI Data Factory and advance European humanoid sovereignty with AMD AI infrastructure
2026-10-21 Business Wire AI · Vultr and AMD Expand Global Collaboration with New AI Infrastructure in India
2026-10-19 GlobeNewswire Biotechnology · EyePoint Announces Topline Results from LUCIA, the Second Pivotal Phase 3 Clinical Trial of DURAVYU™ in Wet AMD
2026-10-16 Yahoo Finance: META · AMD’s Price Action Around $600 is Telling Investors Something Specific
2026-10-16 Yahoo Finance: META · Why AMD’s CUDA-Challenging AI Playbook Makes It the Ultimate Asymmetric Buy.
2026-10-15 Yahoo Finance: AMD · Advanced Micro Devices (AMD) Expands AI Infrastructure Cooling, Is The Stock Fully Priced?
2026-10-15 Yahoo Finance: ARM · Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?
2026-10-15 Yahoo Finance: AMD · What Does Advanced Micro Devices (AMD) Helion Mean For Its AI Ambitions?
2026-10-14 Yahoo Finance: AVGO · AMD Stock Takes a Bigger Hit as Cracks Emerge in the AI Trade
2026-10-13 Yahoo Finance: AMD · Fermi Shares Jump 13.2% After AMD Credit Support Agreement Advances Texas AI Infrastructure Project
Impact = company-prominence tier (High/Medium auto-assigned by graph centrality/size; Low only on curated minor events), not a magnitude forecast.
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-11-03 | earnings | AMD earnings — Company-confirmed date. confirmed | High |
| Date | Event | Impact | Outcome |
|---|---|---|---|
| 2026-08-05 | AMD earnings (estimated) estimated | High | EPS beat · -7.0% |
| 2026-08-04 | AMD earnings confirmed | High | EPS beat · -7.0% |
| 2026-05-05 | AMD earnings confirmed | High | EPS beat · +18.6% |
