{"city":"Santa Clara","name":"AMD","slug":"amd","facts":[{"date":"2026-10-01","type":"revenue_band","value":">500m","source":"reported"},{"date":"2026-10-01","type":"partnership","value":"AMD partnered with Cerebras on disaggregated inference in production","source":"reported"},{"date":"2026-09-17","type":"product_launch","value":"Advantech expanded its WEDA-powered Edge AI ecosystem with AMD integration","source":"www.prnewswire.com — 2026-09-17"},{"date":"2026-09-14","type":"product_launch","value":"OVHcloud launched its Bare Metal 2026 dedicated-server lineup with AMD processors","source":"OVHcloud"},{"date":"2026-09-10","type":"total_funding","value":"Ayar Labs raised in 2026","source":"semiconductor-today.com"},{"date":"2026-09-10","type":"funding_round","value":"Ayar Labs secured additional funding","source":"semiconductor-today.com"}],"peers":[{"name":"NVIDIA","rank":2,"slug":"nvidia","score":"100"}],"stage":null,"state":"California","aliases":["Advanced Micro Devices","Advanced Micro Devices, Inc."],"country":"United States","domains":[{"why":"AMD designs and supplies data-center CPUs, AI GPUs, adaptive SoCs and specialized accelerators, including the Instinct, MI400, EPYC and Threadripper product lines.","list":"AI Infra 100","rank":73,"tier":"member","layer":"Chips & accelerators","total":87,"domain":"AI Core","scores":{"leverage":10,"position":6,"progress":10,"firepower":8,"commercial":10,"deployment":10,"production":10,"technology":8},"edition":"November 2026","segment":"Accelerator design"},{"why":"AMD supplies robotics compute hardware, including Kria modules, the X100 robotics SoC and EPYC processors deployed in autonomous-driving and robotic platforms.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":63,"domain":"Robotics","scores":{"gate_ne":["firepower"],"leverage":1,"position":9,"progress":9,"firepower":1,"commercial":10,"deployment":7,"production":10,"technology":6},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-11-02","header":"Intel shares fell 29% in one day, pulling down other semiconductor stocks","outlet":"Caixin"},{"date":"2026-10-31","header":"AMD and Intel shares fell, with Intel down about 28%.","outlet":"Peter H. Diamandis"},{"date":"2026-10-31","header":"AMD and Intel shares fell, with Intel dropping about 28% to more than 30%.","outlet":"Moonshots with Peter Diamandis"},{"date":"2026-10-31","header":"Qualcomm, AMD, Marvell Technology and ARM shares each fell about 10% while Nvidia dropped 4.22% and the Philadelphia Semiconductor Index fell 7.2%.","outlet":"Caixin"},{"date":"2026-10-30","header":"AMD will supply Oracle Cloud Infrastructure with EPYC Venice CPUs and Pensando DPUs.","outlet":"The Elec"},{"date":"2026-10-29","header":"AMD positions Spartan UltraScale+ as an entry-level FPGA for industrial systems.","outlet":"The Elec"}],"website":"amd.com","category":"AI Infra · Chips & accelerators","categories":[{"name":"Accelerator design","domain":"AI Core","parent":"AI Infra · Chips & accelerators"},{"name":"Corporate & strategic venture","domain":"Investment Houses","parent":"Institutional & Funds"},{"name":"Compute & controllers","domain":"Robotics","parent":"Robotics · Components"}],"last_round":null,"updated_at":"2026-11-02T16:32:12.777+00:00","facts_total":117,"positioning":"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.","sub_category":"Accelerator design","signals_total":522,"url":"https://www.frontiertechintelligence.com/companies/amd","title":"AMD · ai core, Santa Clara, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"AMD designs and supplies data-center CPUs, AI GPUs, adaptive SoCs and specialized accelerators, including the Instinct, MI400, EPYC and Threadripper product lines. AI Infra 100 rank 73 (score 87) 522 signals and 117 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}