AMD

About AMD

Semiconductor company competing in AI chips with MI300 series. Major GPU supplier for data centers.

Recent News about AMD

• US stocks slide as Broadcom outlook rekindles fears of an AI investment bubble

  US markets fell as investors reacted to signals that AI infrastructure growth may be running into margin pressure and capex reality checks, with Broadcom’s outlook amplifying concerns. The move dragged other AI-adjacent names and put the spotlight back on whether today’s spending pace can translate into durable profits, not just revenue growth. A key takeaway is that the AI trade is maturing: the market is starting to separate “AI demand exists” from “AI demand is profitable at scale,” especially for hardware/system sellers. For builders and buyers of AI, this kind of volatility tends to accelerate interest in efficiency—cheaper inference, better utilization, and more defensible unit economics.

  Source: Reuters2025-12-12T17:36:00.000Z

• AI bubble jitters flare up after Oracle capex shock and Broadcom margin warning ripple through markets

  A new wave of “AI bubble” nerves hit markets after Oracle’s surprise capex ramp (to fund AI infrastructure) collided with Broadcom warning that a growing mix of custom AI chips could dilute margins. The mood shift didn’t kill the AI trade, but it did change the vibe: investors are getting pickier about who can spend big on AI *and* show a credible path to profits. Broadcom’s commentary is especially notable because it sits in the plumbing layer of AI (custom accelerators and systems), where demand is real but pricing/margins can be messy. The takeaway: AI demand is still strong, but Wall Street is increasingly rewarding disciplined execution over sheer spending bravado.

  Source: Reuters2025-12-12T11:34:00.000Z

• TIME names the 'Architects of AI' as its 2025 Person of the Year

  TIME magazine selected the 'Architects of AI'—key figures behind modern AI systems—as its 2025 Person of the Year, highlighting how tools like ChatGPT and frontier models have reshaped the global economy, politics and daily life. The package and global TV coverage emphasize both the boom in AI investment and deployment and mounting anxieties over misinformation, job disruption and concentrated tech power. ([time.com](https://time.com/7339685/person-of-the-year-2025-ai-architects/))

  Source: TIME2025-12-11T14:08:15.033Z

• Trump’s approval of Nvidia H200 chip exports to China raises U.S. security concerns

  The Trump administration’s decision to allow Nvidia’s H200 AI accelerators to be sold to China, with a 25% export fee on such sales and similar approvals expected for AMD and Intel, has drawn criticism from national security officials and China hawks. Critics warn that granting China access to advanced U.S. AI chips could bolster its military capabilities and undercut the rationale for previous export controls, while the White House argues that controlled sales will slow Chinese efforts to build domestic alternatives.

  Source: Reuters2025-12-09T16:59:00.000Z

• US will allow Nvidia’s H200 AI chips to be exported to China with 25% fee

  The US government has decided to allow Nvidia’s H200 artificial-intelligence accelerators to be exported to approved commercial customers in China, while collecting a 25% fee on such sales. The move, announced by President Donald Trump and detailed in multiple reports, partially reverses earlier export controls and is framed as a way to preserve US AI leadership, but has drawn sharp criticism from lawmakers and national-security experts who warn it could strengthen China’s military and AI capabilities.​([reuters.com](https://www.reuters.com/world/china/us-open-up-exports-nvidia-h200-chips-china-semafor-reports-2025-12-08/))

  Source: Reuters2025-12-09T01:26:00.000Z

• openEuler unveils first SuperPoD-ready OS and adds AMD, Inspur Cloud and Digital China as members

  At the openEuler Summit 2025 in Beijing, the openEuler community announced version 24.03 LTS SP3, its first operating system designed to support SuperPoD-scale AI clusters with features such as global resource abstraction, heterogeneous resource fusion and a unified API for high-performance AI workloads. The community also launched an Arm CCA-based confidential computing solution with partners including Arm, Linaro and Baidu Intelligent Cloud, and welcomed AMD, Inspur Cloud and Digital China as new members—meaning all three major CPU vendors (Intel, Arm and AMD) now back openEuler, strengthening China’s open-source infrastructure for AI and cloud computing.

  Source: PR Newswire Asia2025-11-30T05:21:00.000Z