AMD acquired MEXT to overcome AI memory limits, potentially doubling to quadrupling effective memory without new hardware. The company also doubled its server CPU total addressable market from $60 billion to over $120 billion due to rising AI memory demands. AMD is building a photonics ecosystem with partners like Enosemi and Ayar Labs to secure future laser supply. Its Data Center revenue jumped 57% to $5.8 billion, and Q2 guidance signals continued growth in CPUs and GPUs. Analysts expect earnings per share to rise significantly by 2028, with management targeting over $20 EPS.
The recent memorandum of understanding (MoU) between the U.S. and Iran has shifted market focus towards relief, particularly anticipating the reopening of the Strait of Hormuz. This development may reduce inflation worries for the Federal Reserve ahe...
AMD has acquired MEXT, a company specializing in AI-driven memory optimization technology, to enhance its data center and AI capabilities. This acquisition targets the memory bottleneck in modern data centers by making flash storage perform more like...
AMD and Rackspace Technology have signed an agreement to deploy 30 MW of AMD-based AI compute infrastructure across Rackspace's global data centers from late 2026 through 2028. This collaboration targets regulated industries like healthcare, offering...
Advanced Micro Devices (AMD) is expected to experience significant growth driven by increasing AI adoption, which is raising demand for CPUs in data centers. The company benefits from a projected 35%+ annual growth in the CPU total addressable market...
The Frost & Sullivan Institute has recognized 50 leading companies with the 2026 Visionary Growth Leadership Best Practices Recognition for embedding innovation, measurable impact, and sustainability into their growth strategies. These companies, inc...
