DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Investment & Markets Channel, AMD
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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AMD acquires AI chip startup Taalas to further support inference workloads
Financial terms or expected timeline for completion were not disclosed
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AMD posts Q2 ‘26 revenue of $11.5bn, with data center revenue up 107% for the quarter
Data center revenue now represents 58 percent of total revenue
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AMD to invest up to $5bn in Anthropic, AI company to deploy up to 2GW of Instinct MI450 GPUs
First gigawatt expected in H1 2027
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AI cloud startup General Compute raises $400m in debt financing
Funding round underwritten by Upper90
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AMD acquires storage software startup MEXT
Startup's software treats flash like DRAM, potentially avoiding high memory storage costs
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AMD posts Q1 2026 data center revenue of $5.8bn, forecasts $120bn server CPU income by 2030
Despite significant double-digit data center growth, total revenue remained flat quarter-on-quarter
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AMD signs additional 25MW data center lease with Riot in Texas
Chip designer expands on initial lease signed with cryptominer in January
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Samsung and AMD sign MoU for AI memory collaboration and foundry partnership
Agreement with see Samsung supply AMD with HBM4 and DDR5 RAM for its forthcoming GPUs and CPUs
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UK gov’t to invest £45m in Sunrise supercomputer to accelerate advancements in fusion energy
AMD-powered system will deliver 6.76 exaflops of AI compute power when deployed
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Optical interconnect startup Ayar Labs closes $500m funding round backed by Nvidia and AMD
Latest fundraise values the company at $3.75bn
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AMD signs $250m deal with Nutanix to develop infrastructure platform for agentic AI applications
Full-stack platform will support applications across on-premises, Edge, and cloud environments
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Meta and AMD sign multi-year agreement for 6GW GPU deployment
First gigawatt scheduled for deployment later this year, with companies to align across silicon, systems, and software roadmaps
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AMD underwrites $300m Crusoe loan so data center firm can buy its AI chips - report
It's the circle of life
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Cerebras Systems raises $1bn at $23bn valuation
Fundraise comes two weeks after company announced $10bn deal with OpenAI
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AMD reports record Q4 and FY25 results, but shares slump after company forecasts Q1 revenue decline
Company saw $440m of sales to China during the year, and is in discussions with customers for multi-year Helios deployments
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AMD says data center market will be worth $1tn by 2030, projects $100bn in annual revenue from segment by end of decade
Growth driven by continuing demand for AI compute infrastructure
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AMD posts record data center revenue for Q3 2025, as compute demand shows no signs of slowing
Growth primarily driven by continuing strong CPU and GPU sales
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AMD to supply OpenAI with 6GW-worth of GPUs, 1GW deployment from 2026
Deal will also allow OpenAI to take a ten percent stake in the chipmaker
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AMD latest company tapped by Intel for potential investment – report
Follows reports chipmaker has engaged in similar talks with Apple
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AMD signs agreement with generative AI startup Cohere for expanded use of Instinct GPUs
Comes as Cohere reveals $7bn valuation off the back of latest funding round
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Canadian AI startup Cohere valued at $6.8bn in $500m round with AMD and Nvidia
Developing a data center in Canada with CoreWeave
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AMD blames US export policy for data center revenue dip, remains bullish about AI growth
Despite segment loss, overall revenue still reached record-breaking high for the company
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AMD licenses Arteris' IP for development of next-generation chiplet interconnects
AMD will incorporate the FlexGen IP with its Infinity Fabric technology
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AMD and HCLTech team up to boost development of AI, digital, and cloud solutions
Companies will jointly invest in innovation labs and training programs
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AMD extends acquisition run with software optimization firm Brium and Untether AI staff
Company has declined to disclose the terms of either deal
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GlobalFoundries pledges $16bn investment to reshore chip manufacturing at New York and Vermont fabs
Company says it will collaborate with Apple, AMD, and Qualcomm, amongst others
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AMD acquires silicon photonics startup Enosemi
Terms of the deal were not disclosed
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Amazon discloses $84.5m stake in AMD due to ZT Systems deal
Also has stakes in Astera and Marvell