AMD
Nvidia's main rival in data center GPUs with the Instinct line, and a foundry customer of TSMC.
Role in each timeline
- TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Customer that announced validation of fifth-generation EPYC products at TSMC’s Arizona fab.
- US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Its MI308 and MI325X chips were covered alongside Nvidia products in the U.S. revenue-sharing and H200-class licensing actions.
- HBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
An AI-platform customer cited in connection with Micron's qualified HBM3E design wins and the HBM4 standard.
- AMD Instinct: From MI300X to Helios and the Gigawatt Deals
Designer and supplier of Instinct accelerators and Helios systems, pursuing large AI infrastructure deployments.
- US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
U.S. chipmaker whose China sales of Instinct AI accelerators have been repeatedly constrained, licensed and reassessed under U.S. controls.
Entries that mention AMD
- AMD expects Data Center sales to double in 2027 Financialon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- AMD says MI450 production shipments begin in Q3 2026 Shipmenton AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- Q2 2026 10-Q: six months on, AMD still does not know if China will let MI325 shipments in Financialon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- Data center revenue doubles to US$6.7 billion as Helios begins to ramp Financialon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- AMD schedules Instinct MI600-series GPUs for 2028 Announcementon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- AMD says Meta is validating workloads on Helios racks Announcementon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- AMD says OpenAI expects Helios to begin operating in Q4 2026 Announcementon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- AMD launches the Instinct MI350P GPU Launchon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- MI400 series launched at Advancing AI 2026; Helios customers named Launchon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- AMD says Anthropic was already using Instinct MI355X GPUs Announcementon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- AMD commits up to $5 billion for a future Anthropic investment Financialon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- Anthropic to deploy up to 2 gigawatts of MI450 GPUs in Helios, starting in the first half of 2027 Announcementon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- Microsoft commits to ramp Helios at scale on Azure Announcementon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- Su meets Vice Premier He Lifeng in Beijing days after the Trump–Xi summit, pledging more investment Updateon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- Q1 2026: China GPU revenue 'not material' as the MI308 orders run off Financialon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- AMD reports $5.8 billion in first-quarter Data Center revenue Financialon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- Meta signs for up to 6 gigawatts of AMD GPUs with a custom MI450-based part and a matching warrant Announcementon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- 10-K: the 15 percent is an 'expectation' with no regulation behind it, and could invite litigation Financialon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- Q4 2025: first MI308 revenue, about $390 million, and a $360 million reserve release Financialon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- AMD reports $16.6 billion in 2025 Data Center revenue Financialon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- AMD releases $360 million of reserved MI308 inventory charges Financialon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- AMD receives some MI325 licenses for China, with a US inspection and a 25 percent tariff on the round trip Regulatoryon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- BIS moves the MI325X, alongside Nvidia's H200, to case-by-case review with security conditions Regulatoryon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- BIS moves H200 and MI325X exports to China to case-by-case review with security conditions Regulatoryon US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- AMD introduces MI440X and previews the MI500 series Announcementon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- Alibaba weighs an order of 40,000 to 50,000 MI308 chips Reporton US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- Su's Beijing trip: meetings with the industry ministry and Commerce Minister Wang Wentao Updateon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- Su: AMD holds MI308 licenses and is prepared to pay the 15 percent Announcementon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- Financial Analyst Day: data center revenue to grow more than 60 percent a year; Helios from Q3 2026 Financialon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- Reuters reports China guidance on domestic AI chips at state-funded centers Reporton US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X