Advanced Micro Devices, Inc.

“Considering that it's very hard to get competitors' numbers, where Xilinx is embedded in AMD and Altaira is now private, so we can't get their numbers.”

Microchip references FPGA competitor Xilinx (now embedded in AMD) while claiming FPGA share gains, a competitive read-through on AMD's FPGA business.

“We continually offer the latest in accelerators, from the most recent NVIDIA and AMD options to emerging designs from companies like Cerebras and PowerCharm.”

AMD is one of the accelerator suppliers Oracle offers in its AI infrastructure, alongside NVIDIA and emerging designs.

“AMD is going to launch a whole set of new GPUs, GPU racks next year, would that be a business that Flex would bid for?”

An analyst notes AMD's upcoming new GPU and GPU-rack launches as potential data-center manufacturing business for Flex, a read-through on AMD's 2026 accelerator roadmap.

“We also began delivering AMD MI 355 capacity to customers this quarter.”

Oracle began delivering AMD MI355 GPU capacity to OCI customers this quarter.

“At the silicon layer, we have NVIDIA and AMD and our own Maya chips delivering the best all-up fleet performance, cost, and supply across multiple generations of hardware.”

Microsoft uses AMD silicon in its AI fleet alongside NVIDIA and its own Maya chips, indicating ongoing AMD accelerator demand from Azure.

“we are also preparing for upcoming NVIDIA, Vera Rubin and AMD Helios solutions for the second half this year.”

Super Micro is building systems around AMD's upcoming Helios platform for 2H, with customers already engaged. Signals continued AMD accelerator momentum in AI infrastructure.

“In Q2, we announced plans to form a joint venture with AMD and HUMAIN to deliver up to 1 gigawatt of AI infrastructure by 2030.”

Cisco is forming a JV with AMD (and HUMAIN) to build up to 1GW of AI infrastructure, a read-through that AMD is expanding its data-center/AI compute partnerships.

“the fast-growing new category of personal AI workstation, such as NVIDIA DGX Spark and AMD Ryzen AI Halo, come in 128GB configurations”

AMD's Ryzen AI Halo personal AI workstations ship with 128GB memory configurations, a driver of higher memory content per device.

“We announced new Dell Pro Max notebooks and desktops equipped with the NVIDIA RTX Pro Blackwell GPUs, Intel Core Ultra processors, AMD Rising, and Threadripper processors.”

AMD Ryzen and Threadripper processors are used as components in Dell's new Pro Max AI-capable notebooks and desktops, alongside NVIDIA and Intel silicon.

“powered by Snapdragon X to our partnership with Qualcomm and support for Intel and AMD is coming later this year”

Gen plans to extend on-device deepfake detection support to AMD platforms later this year.

“We have signed significant cloud contracts with the who's who of AI, including OpenAI, xAI, Meta, NVIDIA, AMD, and many others.”

AMD signed a significant Oracle Cloud contract, a demand read-through and validation of AMD's presence in AI compute.

“tens of thousands of developers at AMD use GitHub Copilot, accepting hundreds of thousands of lines of code suggestions each month and crediting it with saving months of development time”

Tens of thousands of AMD developers use GitHub Copilot, a customer read-through for Microsoft's coding-agent adoption.

“we closed the sale of ZT system manufacturing business to Sanmina in late October.”

AMD divested its ZT Systems manufacturing business to Sanmina, a read-through on Sanmina's expansion of contract manufacturing for AI/data-center systems.

“your big competitor is gonna be selling an ARM CPU separately now in the second half. So if there's just anything on that competitive dynamic versus ARM and what NVIDIA is doing”

An analyst notes AMD's chief competitor NVIDIA will begin selling an ARM-based CPU separately in the second half, framing the x86-versus-ARM competitive dynamic in server CPUs.

“development of Microsoft's next-gen Xbox featuring an AMD semi-custom SoC is progressing well to support a launch in 2027.”