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AMDADVANCED MICRO DEVICES INC

Nasdaq

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Delayed market data for orientation only — verify before relying on it.

Event exposure history (11 maps)

ai8826 Aug 2026
Anthropic Signs $45B, 460MW Compute Deal with Nscale in West Virginia
benefitsModeratein GPU & AI Accelerators7d -5.0%
“Nscale may diversify GPU supply with AMD Instinct MI300X to reduce NVDA dependency.”
semis7224 Jun 2026
Amazon to Sell Trainium AI Chips Externally, Challenging Nvidia
hurtStrongin Direct Combatants: AI Chip Vendors7d +6.5%30d +2.7%
“AMD's MI300X loses a key differentiation window as Amazon enters the merchant GPU market.”
ai7418 Jun 2026
Supermicro Secures $7B to Unlock $39B AI Server Backlog
benefitsModeratein GPU & Silicon Accelerators7d -1.5%30d -7.1%
“SMCI is a certified MI300X integrator; backlog likely includes AMD-based configurations.”
ai8817 Jun 2026
Apollo & Blackstone Close $35B Private Credit Deal for Anthropic Compute
benefitsModeratein GPU & AI Accelerators7d +0.3%30d -2.1%
“AMD's MI300X is Anthropic's disclosed alternative accelerator, giving it a secondary share opportunity.”
ai7216 Jun 2026
Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership
hurtModeratein AI Accelerator & Direct Compute7d -5.8%30d -9.4%
“AMD's MI300X was positioned as the NVIDIA alternative; Cerebras now competes for the same diversification budget.”
ai8814 Jun 2026
AMD & Meta Deploy 6 Gigawatts of AMD GPUs in Expanded Partnership
benefitsDirectin GPU & AI Accelerators7d +5.1%30d +7.8%
“AMD is the named GPU supplier; 6GW deployment is a landmark hyperscaler win.”
ai8214 Jun 2026
Amazon's $17.5B AI Debt Raise Signals $200B Capex Supercycle
benefitsStrongin GPU & AI Accelerator Suppliers7d +5.1%30d +7.8%
“MI300X/MI325X GPU ramp benefits from Amazon diversifying away from single-vendor NVIDIA dependency.”
semis7812 Jun 2026
AMD AI CPU Super Cycle: Server TAM $120B by 2030, Q2 Server Rev +70% YoY
benefitsDirectin AMD & Direct Silicon Competitors7d +10.0%30d +14.2%
“EPYC share gains + MI450 ramp = dual-engine server revenue inflection underpriced by market.”
ai7811 Jun 2026
Neura Robotics Raises $1.4B Led by Nvidia & Amazon
benefitsStrongin Compute & Semiconductors7d +10.0%30d +14.2%
“AMD edge AI chips and Xilinx FPGAs are viable alternatives for robot motor control.”
cloud8211 Jun 2026
Oracle Plans $70B AI Spending After Cloud Revenue Jumps 93%
benefitsStrongin GPU & AI Accelerators7d +10.0%30d +14.2%
“AMD's MI300X GPUs offer Oracle a cost-competitive NVIDIA alternative for AI workloads.”
semis8410 Jun 2026
NVIDIA unveils Vera CPU and RTX Spark, invading the PC processor market
hurtDirectin The Combatants7d +17.2%30d +23.3%
“Ryzen's premium-laptop gains are squarely in RTX Spark's crosshairs.”

Educational analysis only — not financial advice.