# AMD
Latest news and articles about AMD
Total: 11 articles found
Meta Accelerates Push for Custom AI Chips to Power Generative Models and Wean Off Nvidia
Meta revealed plans to roll out four in‑house MTIA chips through 2027, with MTIA 300 already in production and later chips slated for inference-heavy generative AI workloads. The move signals a deliberate strategy to diversify suppliers, lower operating costs, and pair continued purchases of Nvidia/AMD hardware with bespoke silicon aimed at Meta’s unique demands.
AMD Courts Samsung to Lock In HBM Supply as AI Chip Demand Soars
AMD CEO Lisa Su will meet Samsung chairman Lee Jae‑yong in Seoul to discuss collaborating on high‑bandwidth memory (HBM) supplies and will also explore AI compute infrastructure cooperation with Naver. The talks are a bid to secure scarce memory resources and to deepen regional partnerships as demand for AI accelerators intensifies worldwide.
AMD Shares Slip Further as Chip Sector Wobbles, Decline Widens to 5%
AMD shares fell about 5% on March 3 amid a wider pullback in semiconductor stocks, even as some brokers maintain bullish price targets. The move underscores investor sensitivity to AI‑hardware demand, macro risks and sector rotation, leaving AMD vulnerable to near‑term volatility until clearer demand signals emerge.
Meta Retreats on Ambitious In‑House AI Chip — Turns to AMD, Nvidia and Google to Fill the Gap
Meta has paused work on a high‑end internal AI training chip, Olympus, after design and stability issues, opting instead for a simpler internal design and large purchases from AMD, Nvidia and Google. The move underscores the difficulty of competing with Nvidia’s performance and software ecosystem and signals a pragmatic industry shift toward external partnerships to secure AI compute capacity.
Fei‑Fei Li’s World Labs Raises $1bn to Advance 3D ‘World Model’ AI as Chipmakers and Autodesk Join the Bet
World Labs, founded by AI pioneer Fei‑Fei Li, raised $1 billion in a round that included Autodesk ($200m), Andreessen Horowitz, Nvidia and AMD. The funding aims to accelerate the company’s work on 3D “world models,” exemplified by its Marble product, to advance robotics, scientific discovery and 3D content applications.
OpenClaw’s Viral Surge Is Redrawing AI’s Playbook — But Copycats Won’t Win the Race
OpenClaw — an open‑source agent orchestration framework — has ignited a community frenzy, spawning new social and marketplace experiments and attracting attention from high‑profile Chinese tech figures. Its agent‑to‑agent model shifts productivity dynamics, creating structural opportunities in multi‑agent platforms, security tooling, elastic compute markets and edge hardware, while raising novel privacy and governance risks.
AI Demand Outruns Supply: AMD CEO Pushes Back After 17% Share Shock
AMD’s stock plunged about 17% in its worst one‑day drop since 2017 after investors reacted to what they saw as cautious guidance despite a Q4 beat. CEO Lisa Su pushed back, saying AI demand is accelerating faster than expected, that compute demand exceeds supply, and that the Helios server system should help drive a second‑half inflection.
Guidance Shock Sends AMD Sliding as US Stocks Open Mixed
US equity markets opened mixed as investor focus on corporate guidance produced sharp moves in individual stocks. AMD plunged after lowering its Q1 revenue outlook, while Super Micro surged on an earnings beat and Novo Nordisk fell after trimming guidance, highlighting a guidance-driven, sector‑specific market landscape.
AMD Delivers Record 2025 but Tepid Q1 Guidance Sparks Sell‑Off — China Exports and AI Race Loom Large
AMD closed 2025 with record revenue and profit, driven by strong data‑centre and client CPU performance, but its Q1 2026 revenue guidance — a midpoint implying a small quarter‑on‑quarter decline — disappointed investors. Export restrictions on the MI308 product and limited visibility into future China sales added uncertainty, triggering a sharp after‑hours sell‑off despite management’s bullish long‑term growth targets.
AI Demand Frays CPU Market: Stable Consumer Prices, Fragmented Server Tightness in Shenzhen’s Huaqiangbei
A Shenzhen market survey finds consumer CPU prices largely unchanged while server CPUs show fragmented pricing moves tied to AI demand and model-specific tightness. Traders are shifting attention to memory amid dramatic DRAM and NAND price increases, and analysts expect continued structural divergence between consumer stability and server-side episodic volatility.
Samsung’s HBM4 Push Could Reset the High‑Bandwidth Memory Race — and Tighten Supply for AI Chips
Samsung plans to begin HBM4 production in February and has passed validation for Nvidia and AMD, signalling a sharper contest with SK Hynix for AI‑grade memory. The move could ease supply constraints for next‑generation GPUs, affect pricing and market share, and has contributed to a notable re‑rating of Samsung’s financial outlook.