AMD

Recent news

• Nov 7, 2026

  South Korea AI Chip Startup FuriosaAI Raised $620 Million in Series D Funding at $2.9 Billion Valuation & Plans for IPO, Founded in 2017 by Baek Jun-ho, Jeehoon Kang & Kim Han-joon

  FuriosaAI has announced that it raised $620 million in Series D funding at a $2.9 billion valuation and plans to pursue an IPO.

  • The company says the round was completed after earlier reporting in January 2026 that it was raising $500 million in Series D funding and planning an IPO.
  • Background details note FuriosaAI was founded in 2017 by Baek Jun-ho, Jeehoon Kang, and Kim Han-joon; prior investors include DSC Investment, Korea Development Bank, and Naver.
  • The article also references that in March 2025 FuriosaAI rejected a $800 million buyout offer from Meta.
• Nov 5, 2026

  IBM, Quantinuum and Intel signal a new phase in the quantum computing race

  IBM, AMD, and the DOE-funded Quantum Science Center at Oak Ridge National Laboratory have announced a new research platform pairing IBM’s 120-qubit Nighthawk quantum computer with Oak Ridge’s Umbra classical HPC cluster to study quantum error correction.

  • The platform places Oak Ridge’s Umbra next to IBM’s Nighthawk at IBM’s Poughkeepsie computing center and links them by Ethernet; Umbra uses AMD Instinct GPUs and EPYC CPUs.
  • IBM says the machine has 120 programmable qubits out of 458 physical qubits total, and it is described as a research platform rather than a commercial product.

  Quantinuum has also announced a roadmap for its Nexus development platform, targeting fault tolerance becoming invisible by 2029.

  • Nexus launched in 2024, now supports more than 200 organizations, and is designed to work with Quantinuum’s Apollo fault-tolerant quantum computer planned for 2029 as well as its current Helios system.
  • Intel separately announced it would buy quantum computing software company Classiq; the deal was reported at $1.9 billion to $2.3 billion, which would make it the largest quantum-related acquisition to date.
• Nov 4, 2026

  Broadcom expands VMware Cloud Foundation with AI, security, and recovery capabilities

  Broadcom has announced an expansion of its VMware Cloud Foundation (VCF) portfolio with new AI infrastructure, security, and disaster recovery capabilities, alongside a new virtualization product for small IT environments.

  • The company introduced VMware vSphere Express, built on vSphere 9, for environments of up to 128 cores; it includes vMotion, high availability, distributed switching, rapid patching, and TPM security, and is available immediately.
  • Broadcom also outlined planned additions for first fiscal quarter of 2027, including AI Infrastructure Quickstart, vSAN native S3-compatible object storage, Site Recovery Manager capabilities, policy-based connectivity, and infrastructure configuration compliance management; VMware HyperArmor availability is also planned for that quarter.
• Oct 29, 2026

  Nvidia, AMD Commit $4B to Meta AI Buildout

  Nvidia and AMD have announced new investments in Meta as they deepen ties with the hyperscaler and support its AI infrastructure expansion.

  • Meta said on Monday, Oct. 26 that it plans to raise $97.5 billion through an equity offering to continue investing in AI infrastructure; on the same day Nvidia announced a $3 billion investment, and AMD followed on Tuesday with a $1 billion commitment.
  • Under the expanded partnership, Meta plans to deploy more Nvidia infrastructure including Vera Rubin, Vera CPUs, Spectrum-X Ethernet, and BlueField-4 DPUs; Nvidia and Meta also plan deeper collaboration on Muse models and agents and are considering work involving OpenShell Reference Architecture. AMD said initial Helios rack-scale systems have been installed and are being tested by Meta, which also uses Epyc processors and Instinct GPUs for multiple workloads.
• 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 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.