Overview
AMD (Advanced Micro Devices) is a semiconductor company competing in CPUs and AI GPUs. Beyond on-device-ai NPUs, AMD is expanding hyperscale AI infrastructure via Instinct GPUs, amd-helios rack-scale systems, and rocm.
Recent Developments
- 2026-07-22: Partnership with anthropic — up to 2GW mi450 Series (MI455X) in Helios; Claude optimizes Instinct/ROCm; future equity investment up to $5B (amd-anthropic-2gw-mi450-partnership)
- Builds on Anthropic’s existing mi355x deployments; prior multi-GW Instinct deals reported with OpenAI/Meta
- 2026-04-21: Announced ryzen-ai-400-series with up to 60 TOPS NPU performance