Greenfield site development will lead to changes in data centre design in 2026 [Yahoo! Finance]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Yahoo! Finance
Outside the enterprise, super dense systems mainly targeted at hyperscale customers and neoclouds will hit the market in 2026. AMD's 72-GPU Helios rack, running on the Instinct MI400 architecture, and Nvidia's NVL72 rack systems based on the Blackwell Ultra chips, will disrupt the landscape, introducing significant performance improvements. 2026 will witness strong growth in inference-optimised chips, alongside traditional, more expensive, GPUs for foundation models. Although GPUs will continue to claim the largest share of the overall market, the growing focus on efficiency will also drive demand for ASIC-based accelerators. Unlike general-purpose processors, ASIC [application-specific integrated circuits] chips are custom-built to efficiently execute a particular use case. Hyperscalers will deploy more custom accelerators to optimise workload-specific performance. Small players such as Cerebras, d-Matrix, Axelera AI, and Groq will have to share the space with other new entrant
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AMD
Earnings
- 11/4/25 - Beat
AMD
Sec Filings
- 12/23/25 - Form 3
- 12/15/25 - Form 8-K
- 12/12/25 - Form 4
- AMD's page on the SEC website