Organisation · company · US

AMD

Long-established chipmaker and the main credible challenger to Nvidia in the accelerators used to train and run large models, competing chiefly on memory capacity.

11 entries · August 2023 – September 2026

AMD is a long-established American chipmaker and, in AI, the main challenger to Nvidia's near-total grip on the accelerators used to train and run large models. Its Instinct line — the MI300X, MI325X and later MI450 — competes chiefly on memory capacity, on the argument that running big models is increasingly limited by memory rather than raw compute. In October 2025 it signed a multi-year agreement to supply OpenAI with six gigawatts of GPUs, unusually structured with a warrant that could hand OpenAI close to 10% of AMD, one of several interlocking chip-and-equity deals that critics grouped together as evidence of circular financing in the AI build-out. AMD remains well behind Nvidia in market share, but is one of the few credible alternative suppliers at the frontier.

Category
Compute, chips & infrastructure
Founded
1969
HQ
Santa Clara, US
Funding
Publicly listed (Nasdaq: AMD)
Key people
Lisa Su

Appears alongside

Featured in threads

Tracks

  • Compute & infrastructure 7
  • Money & business 7
  • Open weights & ecosystem 2
  • Government & policy 2

  1. AMD publishes a technical report for an open-weight model trained on its own GPUs

    Instella-MoE, a 16-billion-parameter model with 2.8 billion active parameters, was pretrained entirely on AMD Instinct MI300X and MI325X chips rather than Nvidia hardware.

    Open weights & ecosystem · Compute & infrastructure

  2. HUMAIN brings AI infrastructure online with AMD, Microsoft and Together AI deals at LEAP 2026

    AMD Instinct GPUs on Cisco networking went into production for HUMAIN customers, part of a plan for 1GW of Saudi AI capacity by 2030, alongside separate Microsoft and Together AI deals.

    HUMAIN, MicrosoftCompute & infrastructure · Money & business

  3. Riot Platforms signs a 191MW data centre lease reported to be with Anthropic

    Riot's filing named only 'a leading frontier AI lab'; Bloomberg subsequently reported, citing people familiar with the matter, that the tenant was Anthropic.

    AnthropicCompute & infrastructure · Money & business

  4. AMD acquires a startup that etches AI models directly into silicon

    Terms were undisclosed; Taalas, a Toronto startup founded in 2023, builds chips with model weights fixed into the hardware rather than run as software.

    TaalasCompute & infrastructure · Money & business

  5. AMD and OpenAI announce 6-gigawatt GPU partnership with AMD stock warrant

    AMD issued OpenAI a warrant for up to 160 million shares at a cent each, exercisable as OpenAI hits GPU-purchase and AMD share-price milestones — potentially near 10% of AMD.

    OpenAICompute & infrastructure · Money & business

  6. Nvidia and AMD agree to pay US government 15% of China chip revenue for export licences

    The arrangement covered Nvidia's H20 and AMD's MI308 chips and followed a White House meeting between Jensen Huang and Donald Trump days earlier.

    NVIDIA, US GovernmentCompute & infrastructure · Government & policy

  7. Cohere raises $500M Series D at $6.8B valuation

    The round, co-led by Radical Ventures and Inovia Capital, came with Joelle Pineau, formerly Meta's VP of AI research, joining as chief AI officer.

    Cohere, NVIDIAMoney & business

  8. US Senate Commerce Committee holds hearing on AI competitiveness with Sam Altman

    Witnesses from OpenAI, Microsoft, AMD and CoreWeave asked instead for faster permitting, energy access and calibrated export controls to help the US 'run faster' than China.

    OpenAI, US GovernmentGovernment & policy

  9. xAI raises $6bn Series C at ~$50bn valuation with Nvidia and AMD as investors

    xAI's own announcement did not state a valuation; press reports of the figure ranged from just over $40 billion to roughly $50 billion.

    xAI, NVIDIAMoney & business

  10. AMD launches Instinct MI325X accelerator

    AMD launched the Instinct MI325X GPU with 256GB HBM3E memory, positioning it against NVIDIA's H200.

    Compute & infrastructure

  11. Hugging Face raises $235 million Series D at a $4.5 billion valuation

    Salesforce led the round; Google, Amazon, Nvidia, AMD, Intel, IBM and Qualcomm all joined too, more than doubling the company's valuation from 2022.

    Hugging Face, SalesforceMoney & business · Open weights & ecosystem

In the commentary

Pieces from around the web that discuss AMD. External links.

Also mentioned in 17 entries

Referenced in passing — AMD isn't the main subject of these.