AMD

Recent news

• Oct 13, 2026

  Microsoft Pushes Custom AI Chips with Azure Maia 300

  Microsoft has announced Maia 300 and said Maia 200 is now in production, while also outlining plans to scale the Azure Maia family to multi-gigawatt deployments in 2027.

  • Maia 300 is Microsoft’s third-generation in-house AI accelerator; it is planned for production in 2027 and is designed for inference-first workloads including long-context and memory-intensive AI tasks.
  • Maia 200 is already deployed across Microsoft data centers in the US, Europe, and Australia, powers Copilot and other cloud services, and is expected to extend to GitHub Copilot and Microsoft Foundry by the end of the year; Microsoft says it delivers up to 1.7x more tokens per watt than leading GPU infrastructure and Maia 300 could deliver 40% more tokens per megawatt and up to 7x rack-scale throughput versus Maia 200.
• Oct 13, 2026

  AMD unveils Helion as agentic AI fuels demand for data center CPUs

  AMD has announced Helion, an open blueprint for AI data center racks designed to give CPUs a larger role in AI agent workloads and to let customers configure GPU resources around inference needs.

  • The architecture is based on Open Compute Project (OCP) specifications and supports CPU-only racks with sixth-generation EPYC processors and up to 32,768 cores, as well as enterprise racks with up to 16 Instinct MI350P GPUs.
  • AMD cited up to 102 Tbps networking bandwidth as a planned rack capability, said Helion supports air and liquid cooling, and plans to contribute the specification to OCP; partner-developed rack configurations are expected in November 2026.
  • Infrastructure vendor support statements were published from Cisco, Dell Technologies, HPE, and Lenovo; analysts said the design could improve CPU/GPU scaling and challenge Nvidia, but noted software maturity, ROCm compatibility, network latency, and total cost of ownership remain key hurdles.
• Oct 13, 2026

  Trump Honors Microsoft’s CEO After Vance Drops an H-1B Visa Hammer on the Company

  The White House honored major technology leaders while Vice President JD Vance separately criticized Microsoft over H-1B visa use and said the company was being suspended from a program for skilled foreign workers.

  • JD Vance said Microsoft had abused the visa system, citing 6,000 U.S. worker layoffs last year alongside 6,300 H-1B visas and almost 3,000 green cards; Microsoft said most H-1B applications were to extend or change status for existing employees.
  • President Donald Trump awarded the National Medal of Technology and Innovation to Satya Nadella and gave National Medal of Science awards to Elon Musk, Sergey Brin, Jensen Huang, and Lisa Su; he also praised AI and data center investment as helping the U.S. economy.
• Oct 9, 2026

  Oracle reportedly lands $7B GPU deal for Tencent

  Oracle and Tencent are reported to have signed a five-year AI cloud computing agreement. - Oracle would provide Tencent access to roughly 100,000 advanced AI accelerators in Oracle data centers across Southeast Asia; the reported contract value is $7 billion and Tencent would pay about 30% upfront. - The report says neither company has publicly confirmed the deal or named the processors, while U.S. export-control concerns are highlighted because remote access to chips in third countries may create a policy loophole.

• Oct 7, 2026

  HPE supercharges ProLiant servers with AMD’s EPYC 9006 processors

  HPE has announced the next generation of its ProLiant server family, the ProLiant Gen 13 portfolio, anchored by AMD’s EPYC 9006 processor.

  • The portfolio includes four new models: ProLiant DL585, DL585a, XD245, and XD285; HPE says the systems are built for enterprise workloads, AI inference, and improved security and operations.
  • The DL585a Gen13 supports up to eight double-wide PCIe GPUs and two sixth-generation AMD EPYC CPUs with PCIe Gen6 links; availability timing given is DL585a in early 2027, XD245 and XD285 in 2027, and DL525 later this year.
• Oct 7, 2026

  HPE’s Gen13 Signals Enterprise AI Shift to CPU-GPU Balance

  HPE has announced its first batch of next-generation AMD-powered ProLiant Gen13 servers designed for enterprise AI inference, agentic AI, and traditional enterprise workloads.

  • Four new servers were unveiled: the ProLiant DL585a Gen13, ProLiant DL525, ProLiant XD245, and ProLiant XD285, all powered by AMD’s sixth-generation Epyc 9006 SP7-series CPUs (code-named Venice).
  • The DL585a Gen13 supports up to eight GPUs and is slated for March 2027 availability; the DL525 is expected in November 2026; the XD245 and XD285 are expected in 2027. HPE also highlighted new iLO 8 security features, self-encrypting drives, post-quantum cryptography readiness, and near-real-time power capacity insights in HPE Compute Ops Management.
• Oct 7, 2026

  AMD to ramp up CPU, GPU supply in 2027 as AI demand surges

  AMD has announced plans to substantially increase CPU and GPU supply in 2027, with CEO Lisa Su saying the company is already expanding supply and capacity in 2026.

  • Su said AMD is planning capacity three to five years ahead and was in Taiwan on October 5-6 to ramp supply for CPU and GPU production.
  • She reportedly met Foxconn and was scheduled to meet TSMC; she also visited South Korea and met Samsung Electronics’ Device Solutions (DS) to broaden partnerships.
  • The article also notes AMD’s 2027 ramp depends on partners including TSMC, SK Hynix, and Samsung, with constraints tied to HBM4, CoWoS packaging, and foundry capacity.
• Sep 30, 2026

  If Apple returns to enterprise server game (with help from Nvidia), what market could it target?

  Apple is reportedly considering a return to the enterprise server market with an AI-focused system, according to a mid-September report cited by Network World.

  • The preliminary project would use future M8-series processors and could launch around 2029; it may be changed or canceled.
  • Apple is also considering Nvidia NVLink Fusion to connect custom processors to Nvidia data center infrastructure, while analysts expect Apple may limit any servers to its own Private Cloud Compute needs.
• Aug 31, 2026

  Landlords flex rental power as data center viability becomes ‘everybody’s problem’

  Facilities Dive reports that rapid data center development is changing lease negotiations, with landlords and lenders pushing for more favorable contract terms and greater attention to financing and future upgrade needs.

  • CBRE said primary market supply in H1 2026 rose 33.7% YoY to 10,903 MW, while vacancy fell to 1.4% as new capacity was absorbed immediately; under-construction capacity rose 24.8% to 7,481 MW.
  • Peter Bergan of Vinson & Elkins said hyperscale and neocloud leases are becoming more finance-driven, with termination rights being removed or limited and developers focusing on shell design, power, and rack/load capacity for future growth.
  • The article cites CBRE’s midyear report, released Aug. 27, and discusses North American market conditions, including community resistance, zoning delays, and power/fiber constraints.
• Aug 31, 2026

  Nvidia, MediaTek Bring Custom Chips to AI Racks

  Nvidia has announced that it is opening its rack-scale AI infrastructure and NVLink Fusion technology to custom accelerators from hyperscalers and other AI developers, and it has expanded its partnership with MediaTek to support pre-validated custom XPU designs.

  • The platform lets customers design custom XPUs on a pre-validated NVLink Fusion foundation and integrate them into Nvidia-connected AI factory infrastructure built around the MGX ecosystem.
  • Nvidia also invested $3.5 billion in convertible bonds issued by MediaTek; the companies did not name any customers or announce specific data center deployments.
  • The broader context is Nvidia’s effort to make NVLink interoperable beyond its own processors, while rival approaches include Ethernet and UALink; the MediaTek partnership also extends to local AI computing and automotive systems.
• Aug 31, 2026

  Private AI cloud, agentic infrastructure dominate VMware Explore

  Broadcom has announced VMware AI Factory, AgentMinder, and new TrueSource open-source security services at VMware Explore in Las Vegas.

  • Broadcom said VMware AI Factory is a packaged AI infrastructure stack built on VMware Cloud Foundation, supporting Nvidia and AMD accelerators, certified servers from Cisco, Dell, Lenovo, Supermicro, and more than 150 models.
  • Broadcom also announced AgentMinder for AI-agent governance, upcoming AI gateways and agentic security features across VCF Private AI Services, Tanzu Platform, Avi Load Balancer, and vDefend, plus TrueSource Trusted Artifacts and TrueSource Data Services for open-source software security; several offerings are available today, while others are coming later this year or were already part of VCF.
  • The article is a news report and analysis based on Broadcom statements and media briefings, not a standalone company press release; it also mentions Flexential building offerings on top of VMware AI Factory early next year.
• Aug 27, 2026

  Caught In The GPU Pricing Paradox, Can ESDS Deliver A Bumper IPO?

  ESDS Software Solution has announced a ₹720 Cr IPO to fund expansion of its data-centre infrastructure and AI compute capabilities.

  • The Nashik-based company’s fresh issue IPO opens tomorrow with a price band of ₹408 to ₹429 per share; ESDS plans to use proceeds for data-centre expansion, GPUs and servers.
  • The company said server prices rose from about ₹25 Lakh when it filed its draft papers to about ₹1.8 Cr by the red herring prospectus stage, and that GPU, storage, firewall and networking costs also increased; it also disclosed a $1.25 Bn agreement with Australia’s Sharon AI for an 8,000-GPU cluster under a seven-year contract.
• Aug 18, 2026

  Reports: Google partnering with AMD for next-gen hybrid TPU

  Google is reportedly working with AMD on the design of a next-generation TPU for AI and conventional computing workloads.

  • The reported hybrid accelerator could integrate CPU cores directly into the TPU package, with a focus on reinforcement learning and agentic AI workloads.
  • The article says Google already uses TPUs alongside standard x86 CPUs in servers, while AMD recently announced a partnership with Cerebras to combine processors for AI inference.
  • This is a report about a rumored/industry-reported design effort, not a first-party Google or AMD announcement.
  • Analyst Jon Peddie said the idea “makes good sense” because AMD has experience with custom APUs and Google “needs diversity.”
• Aug 18, 2026

  Data Center Hardware Highlights: August 2026

  Data Center Knowledge has highlighted a shift in AI hardware coverage from GPUs toward infrastructure-first constraints across energy, minerals, grid access, and networking.

  • The roundup says AI buildouts are increasingly limited by power, copper, grid interconnects, transformers, turbines, and permitting, while rack-scale integration and the network supercycle are becoming more important.
  • The article also references several reported developments, including Nvidia’s $500B infrastructure bet, TSMC’s $265B Arizona campus expansion, and AMD’s Helios rack-scale AI system; it is commentary and synthesis rather than a single first-time corporate announcement.