AMD
The credible second source: Instinct GPUs, EPYC CPUs and the ROCm stack.
You're looking at a company record: what this company does in the AI stack, and every chip, technology, facility and company it's linked to below.
Quotes are delayed/indicative; research only, never investment advice.
Photo: Coolcaesar · CC BY-SA 4.0 · Wikimedia Commons
Under Lisa Su, AMD went from near-bankruptcy to the industry's main alternative to NVIDIA: Instinct MI300-series accelerators won Microsoft, Meta, Oracle and OpenAI as customers, EPYC took large x86 server share from Intel, and the 2022 Xilinx and 2023 ZT Systems acquisitions added FPGAs and rack-scale engineering. The October 2025 OpenAI agreement — up to 6 GW of Instinct GPUs with equity warrants — was the strongest validation yet of its AI roadmap.
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Record reviewed as of 2026-01-15 — see Methodology.