AMD designs and supplies data-center CPUs, AI GPUs, adaptive SoCs and specialized accelerators, including the Instinct, MI400, EPYC and Threadripper product lines.
The only merchant GPU alternative at rack scale; supplies Instinct GPUs and the Helios rack platform to OpenAI, Meta, Microsoft, Anthropic, Oracle and Humain, and dominates the server CPU side of AI clusters with EPYC.
522 signals name AMD. Members see all of them, filtered by topic, source and date.
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Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
The segment's suppliers, constraints and risers, for members.
AMD designs and supplies data-center CPUs, AI GPUs, adaptive SoCs and specialized accelerators, including the Instinct, MI400, EPYC and Threadripper product lines. The only merchant GPU alternative at rack scale; supplies Instinct GPUs and the Helios rack platform to OpenAI, Meta, Microsoft, Anthropic, Oracle and Humain, and dominates the server CPU side of AI clusters with EPYC.
AMD ranks 73 of 100 on the AI Infra 100 (November 2026 edition) with a score of 87 out of 100, in Accelerator design (Chips & accelerators). Assessment by Frontier Tech Intelligence.
NVIDIA (rank 2).
AMD is based in Santa Clara, California, United States.
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