{ "data_version": "1", "schema": "https://whatledto.com/data", "id": "amd", "name": "AMD", "kind": "company", "url": "https://whatledto.com/who/amd", "description": "Nvidia's main rival in data center GPUs with the Instinct line, and a foundry customer of TSMC.", "same_as": [ "https://en.wikipedia.org/wiki/AMD", "https://www.amd.com/" ], "timelines": [ { "slug": "tsmc-arizona-fabs", "title": "TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster", "url": "https://whatledto.com/events/tsmc-arizona-fabs", "json": "https://whatledto.com/events/tsmc-arizona-fabs.json", "role": "Validated fifth-generation EPYC products at TSMC's Arizona fab in 2025.", "entries": 2, "updated_at": "2026-10-22T03:08:39.841148+00:00" }, { "slug": "hyperscaler-custom-accelerators", "title": "Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip", "url": "https://whatledto.com/events/hyperscaler-custom-accelerators", "json": "https://whatledto.com/events/hyperscaler-custom-accelerators.json", "role": "An accelerator supplier that Meta continues to buy from alongside TPUs, MTIA and Nvidia systems.", "entries": 0, "updated_at": "2026-10-14T06:27:24.396104+00:00" }, { "slug": "hbm-memory-supply", "title": "HBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E", "url": "https://whatledto.com/events/hbm-memory-supply", "json": "https://whatledto.com/events/hbm-memory-supply.json", "role": "An AI-platform customer connected to Micron’s qualified HBM3E product and a participant in the HBM4 standard announcement.", "entries": 1, "updated_at": "2026-10-14T05:44:42.508947+00:00" }, { "slug": "sony-playstation-6", "title": "The Road to PlayStation 6: PS5 Pro, Project Amethyst, Two Price Hikes and the Memory Crunch", "url": "https://whatledto.com/events/sony-playstation-6", "json": "https://whatledto.com/events/sony-playstation-6.json", "role": "Sony’s chip and graphics-technology partner for Project Amethyst and the reported next PlayStation chips.", "entries": 7, "updated_at": "2026-10-14T05:12:43.314645+00:00" }, { "slug": "amd-instinct-ai-gpus", "title": "AMD Instinct: From MI300X to Helios and the Gigawatt Deals", "url": "https://whatledto.com/events/amd-instinct-ai-gpus", "json": "https://whatledto.com/events/amd-instinct-ai-gpus.json", "role": "Designer and supplier of Instinct accelerators and Helios systems, pursuing annual AI-product releases and large customer deployments.", "entries": 35, "updated_at": "2026-10-14T04:20:23.900678+00:00" }, { "slug": "amd-china-export-controls", "title": "US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X", "url": "https://whatledto.com/events/amd-china-export-controls", "json": "https://whatledto.com/events/amd-china-export-controls.json", "role": "U.S. chipmaker whose China sales of Instinct AI accelerators and related export-control costs are at issue.", "entries": 30, "updated_at": "2026-10-14T02:01:40.262749+00:00" }, { "slug": "nvidia-china-export-controls", "title": "US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200", "url": "https://whatledto.com/events/nvidia-china-export-controls", "json": "https://whatledto.com/events/nvidia-china-export-controls.json", "role": "Nvidia’s peer whose MI308 and MI325X chips were included in the U.S. revenue-sharing and H200-like license-policy actions.", "entries": 3, "updated_at": "2026-10-14T02:01:40.262749+00:00" } ], "entries": [ { "timeline": "amd-instinct-ai-gpus", "id": 1925, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n1925", "date": "2026-10-07", "date_precision": "day", "title": "Lisa Su says MI455X and Helios shipments have already begun", "summary": "Speaking in Korea on cooperation with Samsung and SK hynix, Lisa Su said AMD had already begun shipping\nits next-generation MI455X accelerators and Helios rack-scale systems. It is the first statement that\nthe generation behind the OpenAI, Meta and Anthropic gigawatt agreements has started to leave the\nfactory, rather than being tested or scheduled.", "type": "shipment", "entities": [ "AMD", "Lisa Su", "Helios" ], "parties": [ "amd", "lisa-su", "helios" ], "sources": [ { "url": "https://www.invenglobal.com/articles/26901/lisa-su-semiconductors-are-a-team-sport-emphasizes-long-term-cooperation-with-samsung-and-sk", "outlet": "Inven Global", "published": "2026-10-07", "quote": "We have already begun shipments of our next-generation MI455X and AMD Helios solutions." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 1909, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n1909", "date": "2026-10-05", "date_precision": "day", "title": "AMD says customers are testing Helios systems at their own sites", "summary": "AMD said customers were testing AMD Helios systems at their own sites. It said the testing included workload validation and preparation for deployments at scale.", "type": "report", "entities": [ "AMD", "AMD Helios" ], "parties": [ "amd", "amd-helios" ], "sources": [ { "url": "https://newsroom.amd.com/news/amd-helios-designing-building-future-ai-infrastructure/", "outlet": "AMD Newsroom", "published": "2026-10-05", "quote": "Customers are testing AMD Helios at their own sites – validating workloads and preparing deployments at scale – bringing the platform closer to powering production AI infrastructure." } ] }, { "timeline": "amd-china-export-controls", "id": 1593, "url": "https://whatledto.com/events/amd-china-export-controls#n1593", "date": "2026-09-29", "date_precision": "day", "title": "Reports say AMD and Nvidia lobby against China export restrictions", "summary": "Benzinga and Newsquawk reported that AMD and Nvidia were lobbying the Trump administration over proposed China-related chip-export restrictions in an annual defense policy bill. The reports attributed the account to Politico and sources.", "type": "report", "entities": [ "AMD", "Nvidia", "U.S. government", "U.S. Congress" ], "parties": [ "amd", "nvidia", "us-government", "us-congress" ], "sources": [ { "url": "https://www.benzinga.com/markets/tech/26/09/62048777/nvidia-amd-lobby-trump-administration-to-halt-potential-chip-export-restrictions-to-china-report", "outlet": "Benzinga", "published": "2026-09-29", "quote": "“The firms are urging the administration to discourage lawmakers from including China-related chip export restrictions in the annual defense policy bill, as per the report.”" }, { "url": "https://www.newsquawk.com/headlines/nvidia-nvda-and-amd-amd-are-lobbying-us-president-trumps-administration-to-stop-lawmakers-from-curbing-exports-to-china-politico-reports", "outlet": "Newsquawk", "published": "2026-09-29", "quote": "“Nvidia (NVDA) and AMD (AMD) are lobbying US President Trump's administration to stop lawmakers from curbing exports to China, Politico reports citing sources; asking that lawmakers hold off on the China-related chip export restriction in the defence bill.”" } ] }, { "timeline": "amd-china-export-controls", "id": 1477, "url": "https://whatledto.com/events/amd-china-export-controls#n1477", "date": "2026-09-23", "date_precision": "day", "title": "Lisa Su says she will attend Trump–Xi state dinner", "summary": "Lisa Su said she would attend the state dinner scheduled for the following night. She said technology leaders would seek stability across the technology ecosystem.", "type": "response", "entities": [ "Lisa Su", "AMD", "Donald Trump", "Xi Jinping", "New York Stock Exchange" ], "parties": [ "lisa-su", "amd", "donald-trump", "xi-jinping", "new-york-stock-exchange" ], "sources": [ { "url": "https://www.foxbusiness.com/politics/tech-giant-ceo-announces-attend-trump-xi-state-dinner", "outlet": "Fox Business", "published": "2026-09-23", "quote": "“I'm honored to say that I will be at the dinner tomorrow night.”" }, { "url": "https://www.prnewswire.com/news-releases/amd-ceo-shares-trump-xi-expectations-at-imperia-summit-nyse-content-update-302889273.html", "outlet": "New York Stock Exchange", "published": "2026-09-24", "quote": "“She says tech leaders will want to ensure there is 'good stability' across the tech ecosystem.”" } ] }, { "timeline": "amd-china-export-controls", "id": 1475, "url": "https://whatledto.com/events/amd-china-export-controls#n1475", "date": "2026-09-19", "date_precision": "day", "title": "Patel alleges controlled AMD RFSoC was offered for China project", "summary": "SemiAnalysis head Dylan Patel alleged that Puzhi Electronic Technology was crowdfunding a system based on AMD's Zynq UltraScale+ XCZU47DR RFSoC. The reports described the device as a U.S. export-controlled dual-use component.", "type": "report", "entities": [ "AMD", "Dylan Patel", "SemiAnalysis", "Puzhi Electronic Technology", "Zynq UltraScale+ XCZU47DR" ], "parties": [ "amd", "dylan-patel", "semianalysis", "puzhi-electronic-technology", "zynq-ultrascale-xczu47dr" ], "sources": [ { "url": "https://theprimary.com/ai-tech/2026-09-19/amd-china-military-chips", "outlet": "Primary", "published": "2026-09-19", "quote": "“Dylan Patel, who founded the chip research firm SemiAnalysis, made the assertion on September 19, 2026, in a public post on X.”" }, { "url": "https://www.tomshardware.com/tech-industry/leading-semiconductor-analyst-accuses-amd-of-treason-over-restricted-chips-availability-in-china-amd-blames-diversion-of-export-controlled-rfsoc-usd36-000-radar-silicon-allegedly-quoted-at-usd1-000-for-crowdfunding-project", "outlet": "Tom’s Hardware", "published": "2026-09-24", "quote": "“Dylan Patel, the head of top semiconductor analysis company SemiAnalysis, has discovered that China's Puzhi Electronic Technology is crowdfunding development of a system based on AMD's Zync UltraScale+ XCZU47DR RFSoC, which is a U.S. export-controlled dual-use component.”" } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 1356, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n1356", "date": "2026-09-10", "date_precision": "day", "title": "Hewlett Packard Enterprise says it will provide Helios trays", "summary": "Hewlett Packard Enterprise said it would provide trays to the market. The report described the trays as a white-label supply route for server competitors working with AMD on Helios.", "type": "report", "entities": [ "Hewlett Packard Enterprise", "AMD", "Helios" ], "parties": [ "hewlett-packard-enterprise", "amd", "helios" ], "sources": [ { "url": "https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/goldman-sachs-communacopia-technology-conference-2026-transcript.pdf", "outlet": "Hewlett Packard Enterprise", "published": "2026-09-10", "quote": "“We're also going to be providing to the market trays.”" } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 669, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n669", "date": "2026-09-08", "date_precision": "day", "title": "AMD expects Data Center sales to double in 2027", "summary": "Advanced Micro Devices said it expected its Data Center business to double in 2027 to about $70 billion in sales. The company said it had undertaken supply-chain work to support doubling Data Center revenue the following year. Su added that all three anchor customers for MI450 and Helios had given forecasts above AMD's initial expectations, and that AMD was working with suppliers to support them.", "type": "financial", "entities": [ "AMD", "Instinct MI450", "Helios", "TSMC" ], "parties": [ "amd", "instinct-mi450", "helios", "tsmc" ], "sources": [ { "url": "https://www.investing.com/news/transcripts/amd-at-citis-2026-global-tmt-conference-ai-push-lifts-outlook-93CH-4891921", "outlet": "Investing.com", "published": "2026-09-08", "quote": "“The company expects its data center business to double in 2027, reaching about $70 billion in sales.”" }, { "url": "https://earningscalls.dev/transcripts/advanced-micro-devices-inc_amd_earnings_call_transcript_2026-09-08", "outlet": "EarningsCalls.dev", "published": "2026-09-08", "quote": "“So right now, we actually feel really good about all the supply chain work we have done to ensure we can support the data center revenue to double next year.”" } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 668, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n668", "date": "2026-09-08", "date_precision": "day", "title": "AMD says MI450 production shipments begin in Q3 2026", "summary": "Advanced Micro Devices said Instinct MI450 production shipments were set to begin in the third quarter of 2026. It said revenue would step up in the fourth quarter of 2026 and again in the first quarter of 2027.", "type": "shipment", "entities": [ "AMD", "Instinct MI450", "Helios" ], "parties": [ "amd", "instinct-mi450", "helios" ], "sources": [ { "url": "https://earningscalls.dev/transcripts/advanced-micro-devices-inc_amd_earnings_call_transcript_2026-09-08", "outlet": "EarningsCalls.dev", "published": "2026-09-08", "quote": "“Q3 will be the -- at the very beginning of our production shipment we expect revenue in Q3, but Q4, we'll see a very significant step up and then another step up in Q1 2027 and ramp through 2027.”" }, { "url": "https://www.investing.com/news/transcripts/amd-at-citis-2026-global-tmt-conference-ai-push-lifts-outlook-93CH-4891921", "outlet": "Investing.com", "published": "2026-09-08", "quote": "“The AI GPU business continues to ramp, with MI450 set to begin production shipments in Q3 2026.”" } ] }, { "timeline": "amd-china-export-controls", "id": 1362, "url": "https://whatledto.com/events/amd-china-export-controls#n1362", "date": "2026-09-02", "date_precision": "day", "title": "Lutnick says export-control easing is not expected at summit", "summary": "AsiaToday reported that Howard Lutnick told CNBC on September 2 that he did not expect export-control easing to be on the summit agenda. NationPress, published September 3, quoted him as saying that Donald Trump had offered China H200 chips and equivalent chips from AMD and other suppliers.", "type": "response", "entities": [ "Howard Lutnick", "U.S. Department of Commerce", "Donald Trump", "AMD", "H200" ], "parties": [ "howard-lutnick", "us-department-of-commerce", "donald-trump", "amd", "h200" ], "sources": [ { "url": "https://www.nationpress.com/international/china-spurns-trumps-ai-chip-offer-lutnick", "outlet": "NationPress", "published": "2026-09-03", "quote": "“President Trump made an offer to sell H200 chips and video chips to China, and they’re equivalent from AMD and others.”" }, { "url": "https://en.asiatoday.co.kr/view.php?key=20260904001004177", "outlet": "AsiaToday", "published": "2026-09-04", "quote": "“Asked about the possibility of including the easing of export controls on the summit agenda during a video interview with U.S. financial news outlet CNBC on the 2nd, Secretary Lutnick responded, \"No, I don't believe so.\"”" } ] }, { "timeline": "nvidia-china-export-controls", "id": 1582, "url": "https://whatledto.com/events/nvidia-china-export-controls#n1582", "date": "2026-09", "date_precision": "month", "title": "NVIDIA and AMD lobby against additional China chip restrictions", "summary": "Politico reported that NVIDIA and AMD urged the Trump administration to discourage lawmakers from including China-related chip-export restrictions in the annual defense policy bill. The reported outreach sought to prevent the proposed restrictions from being added to that bill.", "type": "response", "entities": [ "Nvidia", "AMD", "Donald Trump", "U.S. government", "U.S. Department of Commerce", "U.S. Congress" ], "parties": [ "nvidia", "amd", "donald-trump", "us-government", "us-department-of-commerce", "us-congress" ], "sources": [ { "url": "https://www.benzinga.com/markets/tech/26/09/62048777/nvidia-amd-lobby-trump-administration-to-halt-potential-chip-export-restrictions-to-china-report", "outlet": "Benzinga, reporting Politico", "published": "2026-09-29", "quote": "The firms are urging the administration to discourage lawmakers from including China-related chip export restrictions in the annual defense policy bill, as per the report." } ] }, { "timeline": "amd-china-export-controls", "id": 1476, "url": "https://whatledto.com/events/amd-china-export-controls#n1476", "date": "2026-09", "date_precision": "month", "title": "AMD denies direct sale or shipment in alleged Puzhi RFSoC case", "summary": "AMD said the reported instance was unrelated to any direct AMD sales or shipments. The statement addressed the alleged use of an AMD Zynq UltraScale+ XCZU47DR RFSoC in Puzhi Electronic Technology's project.", "type": "response", "entities": [ "AMD", "Puzhi Electronic Technology", "Zynq UltraScale+ XCZU47DR" ], "parties": [ "amd", "puzhi-electronic-technology", "zynq-ultrascale-xczu47dr" ], "sources": [ { "url": "https://www.tomshardware.com/tech-industry/leading-semiconductor-analyst-accuses-amd-of-treason-over-restricted-chips-availability-in-china-amd-blames-diversion-of-export-controlled-rfsoc-usd36-000-radar-silicon-allegedly-quoted-at-usd1-000-for-crowdfunding-project", "outlet": "Tom’s Hardware", "published": "2026-09-24", "quote": "“This recent instance is unrelated to any direct AMD sales or shipments.”" } ] }, { "timeline": "amd-china-export-controls", "id": 575, "url": "https://whatledto.com/events/amd-china-export-controls#n575", "date": "2026-08-04", "date_precision": "day", "title": "Q2 2026 10-Q: six months on, AMD still does not know if China will let MI325 shipments in", "summary": "AMD's second-quarter 10-Q, filed August 4, repeated the February disclosure word for word: some MI325 export licenses had been granted for certain China-based customers, every unit would first have to be inspected in the United States and pay a 25 percent tariff on the way in, and the company still did not know whether China would allow the imports. No MI325 or MI308 China revenue was called out for the quarter.", "type": "financial", "entities": [ "AMD", "MI325X", "MI308" ], "parties": [ "amd", "mi325x", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000123/amd-20260627.htm", "outlet": "U.S. Securities and Exchange Commission / AMD Form 10-Q", "published": "2026-08-04", "quote": "We do not yet know whether any imports of MI325 products will be allowed into China." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 111, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n111", "date": "2026-08-04", "date_precision": "day", "title": "Data center revenue doubles to US$6.7 billion as Helios begins to ramp", "summary": "Second-quarter 2026 results showed revenue of US$11.5 billion and data center segment revenue of US$6.7\nbillion, up 107 percent from a year earlier on demand for EPYC CPUs and Instinct GPUs. Lisa Su said\nInstinct deployments were scaling and Helios was beginning to ramp.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Helios" ], "parties": [ "amd", "lisa-su", "helios" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results", "outlet": "AMD Investor Relations", "published": "2026-08-04", "quote": "Data Center segment revenue was $6.7 billion, up 107% year-over-year, driven by strong demand for AMD EPYC™ processors and AMD Instinct™ GPUs." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 134, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n134", "date": "2026-07-23", "date_precision": "day", "title": "AMD schedules Instinct MI600-series GPUs for 2028", "summary": "AMD said Instinct MI600-series GPUs were coming in 2028. The statement extended AMD's disclosed accelerator roadmap beyond the MI500 series planned for 2027.", "type": "announcement", "entities": [ "AMD", "AMD Instinct MI500", "AMD Instinct MI600", "AMD Helios 500", "AMD Helios 600", "AMD EPYC", "AMD Pensando" ], "parties": [ "amd", "amd-instinct-mi500", "amd-instinct-mi600", "amd-helios-500", "amd-helios-600", "amd-epyc", "amd-pensando" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era", "outlet": "AMD", "published": "2026-07-23", "quote": "AMD Instinct MI600 Series GPUs are coming in 2028." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 133, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n133", "date": "2026-07-23", "date_precision": "day", "title": "AMD says Meta is validating workloads on Helios racks", "summary": "AMD said Meta had begun testing and validating workloads on AMD Helios racks. AMD also said Meta was validating sixth-generation EPYC CPU platforms in its labs.", "type": "announcement", "entities": [ "AMD", "Meta", "AMD Helios", "AMD EPYC" ], "parties": [ "amd", "meta", "amd-helios", "amd-epyc" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era", "outlet": "AMD", "published": "2026-07-23", "quote": "Meta is now validating 6th Gen EPYC CPU platforms in its labs and has begun testing and validating workloads on AMD Helios racks as they prepare to deploy at scale." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 132, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n132", "date": "2026-07-23", "date_precision": "day", "title": "AMD says OpenAI expects Helios to begin operating in Q4 2026", "summary": "AMD said OpenAI expected to bring Helios online beginning in the fourth quarter of 2026. AMD said deployments were expected to accelerate throughout 2027.", "type": "announcement", "entities": [ "AMD", "OpenAI", "AMD Helios", "AMD Instinct MI455X", "AMD ROCm", "Triton" ], "parties": [ "amd", "openai", "amd-helios", "amd-instinct-mi455x", "amd-rocm", "triton" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era", "outlet": "AMD", "published": "2026-07-23", "quote": "OpenAI expects to bring Helios online beginning in the fourth quarter of 2026, with deployments accelerating throughout 2027." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 131, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n131", "date": "2026-07-23", "date_precision": "day", "title": "AMD launches the Instinct MI350P GPU", "summary": "AMD launched the Instinct MI350P GPU at Advancing AI 2026. AMD said the GPU brought AI acceleration to existing infrastructure.", "type": "launch", "entities": [ "AMD", "AMD Instinct MI350P" ], "parties": [ "amd", "amd-instinct-mi350p" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era", "outlet": "AMD", "published": "2026-07-23", "quote": "AMD also launched the Instinct MI350P GPU, bringing seamless AI acceleration to existing infrastructure with leadership token economics." }, { "url": "https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results", "outlet": "AMD", "published": "2026-08-04", "quote": "Launched the AMD Instinct MI350P GPU, designed to bring seamless AI acceleration to existing infrastructure with leadership token economics." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 110, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n110", "date": "2026-07-23", "date_precision": "day", "title": "MI400 series launched at Advancing AI 2026; Helios customers named", "summary": "AMD launched the Instinct MI400 series, with the MI455X in Helios racks for frontier AI and the MI430X for\nsovereign AI and HPC, and named OpenAI, Anthropic, Meta, Microsoft, Oracle, HUMAIN, Tensorwave, Vultr and\nCirrascale among the organisations choosing Helios.", "type": "launch", "entities": [ "AMD", "Lisa Su", "AMD Instinct MI400 series and MI450 GPUs", "Helios", "OpenAI", "Meta", "Microsoft", "Oracle" ], "parties": [ "amd", "lisa-su", "amd-instinct-mi400-series-and-mi450-gpus", "helios", "openai", "meta", "microsoft", "oracle" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era", "outlet": "AMD Investor Relations", "published": "2026-07-23", "quote": "Leading AI labs and cloud providers are choosing AMD Helios for its open, full-stack performance." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 130, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n130", "date": "2026-07-22", "date_precision": "day", "title": "AMD says Anthropic was already using Instinct MI355X GPUs", "summary": "AMD said Anthropic was using AMD Instinct MI355X GPUs before its planned MI450-series deployment. AMD described the planned deployment as building on that existing use.", "type": "announcement", "entities": [ "AMD", "Anthropic", "AMD Instinct MI355X", "AMD Instinct MI455X", "AMD Helios", "AMD ROCm" ], "parties": [ "amd", "anthropic", "amd-instinct-mi355x", "amd-instinct-mi455x", "amd-helios", "amd-rocm" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus", "outlet": "AMD", "published": "2026-07-22", "quote": "This deployment builds on Anthropic’s existing use of AMD Instinct MI355X GPUs." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 129, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n129", "date": "2026-07-22", "date_precision": "day", "title": "AMD commits up to $5 billion for a future Anthropic investment", "summary": "AMD committed to make a strategic equity investment of up to $5 billion in Anthropic in the future. The commitment was disclosed in AMD's Anthropic partnership announcement.", "type": "financial", "entities": [ "AMD", "Anthropic" ], "parties": [ "amd", "anthropic" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus", "outlet": "AMD", "published": "2026-07-22", "quote": "AMD has committed to make a strategic equity investment of up to $5 billion in Anthropic in the future." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 109, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n109", "date": "2026-07-22", "date_precision": "day", "title": "Anthropic to deploy up to 2 gigawatts of MI450 GPUs in Helios, starting in the first half of 2027", "summary": "AMD and Anthropic announced a partnership to deploy up to 2 gigawatts of Instinct MI450 series GPUs in\nAMD Helios rack-scale systems, with the first gigawatt beginning in the first half of 2027.", "type": "announcement", "entities": [ "AMD", "Anthropic", "Lisa Su", "Helios", "Instinct MI450" ], "parties": [ "amd", "anthropic", "lisa-su", "helios", "instinct-mi450" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus", "outlet": "AMD Investor Relations", "published": "2026-07-22", "quote": "with deployment of the first gigawatt beginning in the first half of 2027" } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 123, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n123", "date": "2026-07-20", "date_precision": "day", "title": "Microsoft commits to ramp Helios at scale on Azure", "summary": "AMD said Microsoft would ramp AMD Helios at scale on Azure. The deployment was intended to power frontier-model inference for Microsoft, its AI customers and Azure AI services.", "type": "announcement", "entities": [ "AMD", "Microsoft", "AMD Helios" ], "parties": [ "amd", "microsoft", "amd-helios" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1291/microsoft-to-deploy-next-gen-amd-instinct-and-amd-epyc-processors-as-the-companies-expand-their-long-term-strategic-partnership", "outlet": "AMD", "published": "2026-07-20", "quote": "Microsoft to ramp AMD Helios™ at scale on Azure to power frontier model inference for Microsoft, its AI customers and Azure AI services." } ] }, { "timeline": "amd-china-export-controls", "id": 569, "url": "https://whatledto.com/events/amd-china-export-controls#n569", "date": "2026-05-18", "date_precision": "day", "title": "Su meets Vice Premier He Lifeng in Beijing days after the Trump–Xi summit, pledging more investment", "summary": "At the Great Hall of the People, He Lifeng invited multinationals including AMD to deepen cooperation, citing the outcomes of the May 13 to 15 Xi–Trump summit, and Su said AMD would expand its operations and investment in China. Su had not been part of the executive delegation that travelled with Trump.", "type": "other", "entities": [ "AMD", "Lisa Su", "He Lifeng", "Donald Trump", "Xi Jinping" ], "parties": [ "amd", "lisa-su", "he-lifeng", "donald-trump", "xi-jinping" ], "sources": [ { "url": "https://finance.yahoo.com/sectors/technology/articles/lisa-su-meets-chinas-vice-100000801.html", "outlet": "Tom's Hardware (via Yahoo Finance)", "published": "2026-05-20", "quote": "AMD CEO Lisa Su met with Chinese Vice Premier He Lifeng at the Great Hall of the People in Beijing on Monday, pledging to expand AMD's operations and investment in the country days after President Trump's state visit to China." } ] }, { "timeline": "amd-china-export-controls", "id": 568, "url": "https://whatledto.com/events/amd-china-export-controls#n568", "date": "2026-05-05", "date_precision": "day", "title": "Q1 2026: China GPU revenue 'not material' as the MI308 orders run off", "summary": "Data center AI revenue dipped sequentially in the first quarter, which AMD attributed to lower China revenue after the $390 million MI308 quarter, and CFO Jean Hu said China revenue in the period was not material. AMD did not forecast further China GPU sales, leaving the MI325 licenses as an option rather than a plan.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Jean Hu", "MI308", "MI325X" ], "parties": [ "amd", "lisa-su", "jean-hu", "mi308", "mi325x" ], "sources": [ { "url": "https://www.fool.com/earnings/call-transcripts/2026/05/06/amd-amd-q1-2026-earnings-call-transcript/", "outlet": "The Motley Fool (call transcript)", "published": "2026-05-06", "quote": "I think if you look at Q1, we did mention Data Center AI was down modest pace sequentially, primarily due to lower China revenue in the quarter." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 128, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n128", "date": "2026-05-05", "date_precision": "day", "title": "AMD reports $5.8 billion in first-quarter Data Center revenue", "summary": "AMD reported $5.8 billion in first-quarter 2026 Data Center segment revenue, up 57% year over year. AMD attributed the result to EPYC processor demand and the continued ramp of Instinct GPU shipments.", "type": "financial", "entities": [ "AMD", "AMD Instinct", "AMD EPYC" ], "parties": [ "amd", "amd-instinct", "amd-epyc" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results", "outlet": "AMD", "published": "2026-05-05", "quote": "Data Center segment revenue was $5.8 billion, up 57% year-over-year, driven by strong demand for AMD EPYC™ processors and the continued ramp of AMD Instinct™ GPU shipments." } ] }, { "timeline": "sony-playstation-6", "id": 903, "url": "https://whatledto.com/events/sony-playstation-6#n903", "date": "2026-03-24", "date_precision": "day", "title": "Cerny: FSR frame generation is coming to PlayStation, but no more hardware or feature releases in 2026", "summary": "In a Digital Foundry interview Cerny said the new PSSR shares its core algorithm with AMD's FSR Redstone upscaler and that a co-developed frame-generation library would reach PlayStation platforms at some point, but would not say which machine or whether it meant the PS6. Asked directly, he said Sony had no more releases planned for the year.", "type": "announcement", "entities": [ "Mark Cerny", "AMD", "PS5 Pro" ], "parties": [ "mark-cerny", "amd", "ps5-pro" ], "sources": [ { "url": "https://www.techradar.com/gaming/ps5-console-architect-mark-cerny-confirms-fsr-frame-generation-is-coming-to-playstation-at-some-point-but-not-in-2026-all-i-can-say-is-that-we-have-no-more-releases-planned-for-this-year", "outlet": "TechRadar", "published": "2026-03-24", "quote": "\"FSR Frame Generation is also based on co-developed technology (or as my good friend Jack Huynh puts it, 'co-engineered technology'). I’m very happy with how that work is progressing, and an equivalent frame generation library should be seen at some point on PlayStation platforms.\"" }, { "url": "https://www.techradar.com/gaming/ps5-console-architect-mark-cerny-confirms-fsr-frame-generation-is-coming-to-playstation-at-some-point-but-not-in-2026-all-i-can-say-is-that-we-have-no-more-releases-planned-for-this-year", "outlet": "TechRadar", "published": "2026-03-24", "quote": "\"All I can say is that we have no more releases planned for this year." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 108, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n108", "date": "2026-02-24", "date_precision": "day", "title": "Meta signs for up to 6 gigawatts of AMD GPUs with a custom MI450-based part and a matching warrant", "summary": "AMD and Meta agreed a multi-year, multi-generation partnership to deploy up to 6 gigawatts of Instinct\nGPUs. Shipments for the first gigawatt were expected to begin in the second half of 2026 using a custom\nGPU based on the MI450 architecture, and AMD issued Meta a performance-based warrant for up to 160\nmillion shares.", "type": "announcement", "entities": [ "AMD", "Meta", "Lisa Su", "Instinct MI450" ], "parties": [ "amd", "meta", "lisa-su", "instinct-mi450" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1279/amd-and-meta-announce-expanded-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus", "outlet": "AMD Investor Relations", "published": "2026-02-24", "quote": "AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones associated with Instinct GPU shipments are achieved." }, { "url": "https://ir.amd.com/financial-information/sec-filings/content/0000002488-26-000045/0000002488-26-000045.pdf", "outlet": "AMD Form 8-K", "published": "2026-02-24", "quote": "On February 23, 2026, in connection with a strategic arrangement between Advanced Micro Devices, Inc. (“AMD”) and Meta Platforms, Inc. (“Meta”) governing the purchase of AMD Instinct™ GPU products by Meta, AMD issued to Meta a performance-based warrant (the “Warrant”) to purchase up to an aggregate of 160 million shares of common stock of AMD (the “Warrant Shares”) at an exercise price of $0.01 per share." } ] }, { "timeline": "amd-china-export-controls", "id": 566, "url": "https://whatledto.com/events/amd-china-export-controls#n566", "date": "2026-02-03", "date_precision": "day", "title": "10-K: the 15 percent is an 'expectation' with no regulation behind it, and could invite litigation", "summary": "In its annual report AMD disclosed that it had begun MI308 shipments at the end of fiscal 2025, that net export-control charges for the year came to about $440 million after the reversal, and that US officials expected 15 percent of licensed MI308 revenue although no rule establishing the requirement had been published. It warned that any such demand could subject the company to litigation and favour competitors not bound by the arrangement.", "type": "financial", "entities": [ "AMD", "U.S. Department of Commerce", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm", "outlet": "AMD Form 10-K (SEC)", "published": "2026-02-03", "quote": "U.S. government officials have expressed an expectation that the U.S. government will receive 15% of the revenue generated from licensed MI308 sales to China; however, to date, the U.S. government has not published a regulation establishing such requirement." } ] }, { "timeline": "amd-china-export-controls", "id": 565, "url": "https://whatledto.com/events/amd-china-export-controls#n565", "date": "2026-02-03", "date_precision": "day", "title": "Q4 2025: first MI308 revenue, about $390 million, and a $360 million reserve release", "summary": "AMD's fourth quarter included roughly $390 million of MI308 sales to China that were not in its guidance, filled from orders placed early in 2025, plus the release of about $360 million of the inventory reserves booked in the second quarter. It guided to about $100 million of MI308 revenue in the first quarter of 2026 and nothing beyond, with Su calling China 'a very dynamic situation' and saying MI325 license applications had been submitted.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Jean Hu", "MI308", "MI325X" ], "parties": [ "amd", "lisa-su", "jean-hu", "mi308", "mi325x" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000014/q42025991.htm", "outlet": "AMD Form 8-K, Exhibit 99.1 (SEC)", "published": "2026-02-03", "quote": "In the fourth quarter, AMD benefited from an approximate $360 million release of previously reserved AMD Instinct™ MI308 inventory and related charges. Fourth quarter AMD Instinct MI308 revenue to China was approximately $390 million." }, { "url": "https://www.fool.com/earnings/call-transcripts/2026/02/03/amd-amd-q4-2025-earnings-call-transcript/", "outlet": "The Motley Fool (call transcript)", "published": "2026-02-03", "quote": "We are not forecasting any additional revenue from China just because it's a very dynamic situation." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 125, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n125", "date": "2026-02-03", "date_precision": "day", "title": "AMD reports $16.6 billion in 2025 Data Center revenue", "summary": "AMD reported full-year 2025 Data Center segment revenue of $16.6 billion. It said the result reflected growth in EPYC CPUs and Instinct GPUs.", "type": "financial", "entities": [ "AMD", "AMD Instinct", "AMD EPYC" ], "parties": [ "amd", "amd-instinct", "amd-epyc" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1276/amd-reports-fourth-quarter-and-full-year-2025-financial-results", "outlet": "AMD", "published": "2026-02-03", "quote": "For the full year 2025, Data Center segment revenue was a record $16.6 billion, up 32% year-over-year, reflecting growth across both EPYC CPUs and AMD Instinct GPUs." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 122, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n122", "date": "2026-02-03", "date_precision": "day", "title": "AMD releases $360 million of reserved MI308 inventory charges", "summary": "AMD said it benefited from an approximate $360 million release of previously reserved MI308 inventory and related charges in the fourth quarter. The release concerned AMD Instinct MI308 inventory.", "type": "financial", "entities": [ "AMD", "AMD Instinct MI308" ], "parties": [ "amd", "amd-instinct-mi308" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1276/amd-reports-fourth-quarter-and-full-year-2025-financial-results", "outlet": "AMD", "published": "2026-02-03", "quote": "In the fourth quarter, AMD benefited from an approximate $360 million release of previously reserved AMD Instinct™ MI308 inventory and related charges." } ] }, { "timeline": "amd-china-export-controls", "id": 567, "url": "https://whatledto.com/events/amd-china-export-controls#n567", "date": "2026-02", "date_precision": "month", "title": "AMD receives some MI325 licenses for China, with a US inspection and a 25 percent tariff on the round trip", "summary": "AMD's first-quarter 10-Q disclosed that in February 2026 the US government granted some licenses to ship MI325 products to certain China-based customers under the January policy. Each chip must first pass an inspection in the United States, which makes it subject to a 25 percent tariff on importation for that inspection, and AMD said it did not yet know whether China would allow the imports.", "type": "regulatory", "entities": [ "AMD", "U.S. Department of Commerce", "MI325X" ], "parties": [ "amd", "us-department-of-commerce", "mi325x" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/0000002488/000000248826000076/amd-20260328.htm", "outlet": "AMD Form 10-Q (SEC)", "published": "2026-05-06", "quote": "In February 2026, the U.S. government granted us some export licenses authorizing us to ship our AMD Instinct MI325 products to certain China-based customers. We do not yet know whether any imports of MI325 products will be allowed into China." } ] }, { "timeline": "amd-china-export-controls", "id": 564, "url": "https://whatledto.com/events/amd-china-export-controls#n564", "date": "2026-01-13", "date_precision": "day", "title": "BIS moves the MI325X, alongside Nvidia's H200, to case-by-case review with security conditions", "summary": "Following Trump's December 8 decision to allow H200-class sales to approved Chinese customers, BIS revised its licensing policy so that applications for the H200, the AMD MI325X and similar chips are reviewed case by case rather than under a presumption of denial. Applicants must show exports will not shrink capacity available to US customers, that the buyer screens its own customers, and that the chips pass independent third-party testing in the United States.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "AMD", "Nvidia", "Donald Trump", "MI325X" ], "parties": [ "us-department-of-commerce", "amd", "nvidia", "donald-trump", "mi325x" ], "sources": [ { "url": "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china", "outlet": "Bureau of Industry and Security", "published": "2026-01-13", "quote": "BIS will now review export license applications for the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis provided certain security requirements are met." } ] }, { "timeline": "nvidia-china-export-controls", "id": 59, "url": "https://whatledto.com/events/nvidia-china-export-controls#n59", "date": "2026-01-13", "date_precision": "day", "title": "BIS moves H200 and MI325X exports to China to case-by-case review with security conditions", "summary": "BIS revised its license review policy so that applications to export Nvidia H200, AMD MI325X and similar\nchips to China are reviewed case by case if the exporter shows no reduction in capacity for U.S.\ncustomers, the Chinese buyer has export-compliance screening, and the product passed independent\nthird-party testing in the United States. The rule took effect on publication.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "Nvidia", "AMD", "H200" ], "parties": [ "us-department-of-commerce", "nvidia", "amd", "h200" ], "sources": [ { "url": "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china", "outlet": "Bureau of Industry and Security", "published": "2026-01-13", "quote": "BIS will now review export license applications for the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis provided certain security requirements are met." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 121, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n121", "date": "2026-01-05", "date_precision": "day", "title": "AMD introduces MI440X and previews the MI500 series", "summary": "AMD introduced the Instinct MI440X GPU for enterprise deployments. It also previewed the next-generation Instinct MI500 Series GPUs.", "type": "announcement", "entities": [ "AMD", "AMD Instinct MI440X", "AMD Instinct MI500" ], "parties": [ "amd", "amd-instinct-mi440x", "amd-instinct-mi500" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1272/amd-and-its-partners-share-their-vision-for-ai-everywhere-for-everyone-at-ces-2026", "outlet": "AMD", "published": "2026-01-05", "quote": "AMD expanded its AI portfolio with the introduction of the AMD Instinct MI440X GPU for enterprise deployments and previewed the next-generation Instinct MI500 Series GPUs" } ] }, { "timeline": "amd-china-export-controls", "id": 563, "url": "https://whatledto.com/events/amd-china-export-controls#n563", "date": "2025-12-23", "date_precision": "day", "title": "Alibaba weighs an order of 40,000 to 50,000 MI308 chips", "summary": "Reports citing people familiar with the talks said Alibaba was considering buying 40,000 to 50,000 MI308 accelerators, priced around $12,000 each and roughly 15 percent below Nvidia's H20, in what would be AMD's largest China AI deal since the controls began. AMD had excluded MI308 from its guidance, so any order would be upside.", "type": "report", "entities": [ "Alibaba", "AMD", "Nvidia", "MI308" ], "parties": [ "alibaba", "amd", "nvidia", "mi308" ], "sources": [ { "url": "https://technode.com/2025/12/23/alibaba-reportedly-plans-to-order-more-than-40000-amd-mi308-chips/", "outlet": "TechNode", "published": "2025-12-23", "quote": "Alibaba Group is considering purchasing 40,000 to 50,000 MI308 AI accelerators from AMD, according to people familiar with the matter." } ] }, { "timeline": "amd-china-export-controls", "id": 562, "url": "https://whatledto.com/events/amd-china-export-controls#n562", "date": "2025-12-18", "date_precision": "day", "title": "Su's Beijing trip: meetings with the industry ministry and Commerce Minister Wang Wentao", "summary": "Over two days in Beijing, Su met MIIT minister Li Lecheng, affirming AMD's commitment to deepening its investment in China, and then Commerce Minister Wang Wentao, whose ministry said the two sides discussed AMD's business development in China and strengthening cooperation. The visit came as MI308 shipments were about to start and as Beijing was steering buyers away from Nvidia's China parts.", "type": "other", "entities": [ "AMD", "Lisa Su", "Wang Wentao", "Li Lecheng", "Ministry of Commerce of the People's Republic of China", "MI308" ], "parties": [ "amd", "lisa-su", "wang-wentao", "li-lecheng", "ministry-of-commerce-of-the-peoples-republic-of-china", "mi308" ], "sources": [ { "url": "https://wkzo.com/2025/12/19/chinas-commerce-minister-meets-with-amd-ceo-in-beijing/", "outlet": "Reuters (via WKZO)", "published": "2025-12-19", "quote": "Chinese Commerce Minister Wang Wentao met with U.S. computer processor manufacturer Advanced Micro Devices’ CEO Lisa Su in Beijing on Thursday, according to a statement released by Wang’s ministry on Friday." }, { "url": "https://www.scmp.com/tech/article/3336818/amd-chief-lisa-su-commits-deeper-china-investments-meeting-industry-minister", "outlet": "South China Morning Post", "published": "2025-12-17", "quote": "Lisa Su, chair and chief executive of Advanced Micro Devices (AMD), on Wednesday met the Chinese minister of industry and information technology (MIIT), where she affirmed the US chipmaker’s “commitment to deepening its investments” in China, the ministry said." } ] }, { "timeline": "amd-china-export-controls", "id": 561, "url": "https://whatledto.com/events/amd-china-export-controls#n561", "date": "2025-12-04", "date_precision": "day", "title": "Su: AMD holds MI308 licenses and is prepared to pay the 15 percent", "summary": "Speaking at a Wired conference in San Francisco, Su said AMD had licenses to ship some MI308 chips to China and would pay the 15 percent levy if it shipped them, the company's first direct public acceptance of the arrangement.", "type": "announcement", "entities": [ "AMD", "Lisa Su", "MI308" ], "parties": [ "amd", "lisa-su", "mi308" ], "sources": [ { "url": "https://finance.yahoo.com/news/amd-chief-says-company-ready-182759905.html", "outlet": "Reuters (via Yahoo Finance)", "published": "2025-12-05", "quote": "Advanced Micro Devices CEO Lisa Su on Thursday said the company has licenses to ship some of its MI 308 chips to China and is prepared to pay a 15% tax to the U.S. government if it ships them." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 107, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n107", "date": "2025-11-11", "date_precision": "day", "title": "Financial Analyst Day: data center revenue to grow more than 60 percent a year; Helios from Q3 2026", "summary": "AMD set long-term targets of more than 35 percent annual revenue growth, a non-GAAP operating margin above\n35 percent and earnings per share above US$20, with data center revenue growing more than 60 percent a\nyear. It said Helios systems with MI450 GPUs would begin delivering in the third quarter of 2026.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Helios", "Instinct MI450" ], "parties": [ "amd", "lisa-su", "helios", "instinct-mi450" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1266/amd-unveils-strategy-to-lead-the-1-trillion-compute-market-and-accelerate-next-phase-of-growth", "outlet": "AMD Investor Relations", "published": "2025-11-11", "quote": "AMD expects to deliver a greater than 60% revenue CAGR for its data center business." } ] }, { "timeline": "amd-china-export-controls", "id": 573, "url": "https://whatledto.com/events/amd-china-export-controls#n573", "date": "2025-11-05", "date_precision": "day", "title": "Reuters reports China guidance on domestic AI chips at state-funded centers", "summary": "Reuters reported that Chinese government guidance required new state-funded data-center projects to use domestically made AI chips. Reuters identified AMD as a foreign supplier of data-center chips and said the issuing regulators and nationwide scope were unclear.", "type": "report", "entities": [ "AMD" ], "parties": [ "amd" ], "sources": [ { "url": "https://www.tradingview.com/news/reuters.com%2C2025%3Anewsml_P8N3VY0D5%3A0-china-bans-foreign-ai-chips-from-state-funded-data-centres-sources-say/", "outlet": "Reuters, via TradingView", "published": "2025-11-05", "quote": "“The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made artificial intelligence chips, two sources familiar with the matter told Reuters.”" } ] }, { "timeline": "amd-china-export-controls", "id": 560, "url": "https://whatledto.com/events/amd-china-export-controls#n560", "date": "2025-11-04", "date_precision": "day", "title": "Q3 2025: some MI308 licenses received, but still no China revenue booked or guided", "summary": "AMD reported record revenue with no MI308 shipments to China in the quarter and none assumed for the fourth quarter. On the call Su said the company had received some MI308 licenses and thanked the administration, but called the situation too dynamic to forecast, with customer demand and China's own import stance still unclear.", "type": "financial", "entities": [ "AMD", "Lisa Su", "MI308" ], "parties": [ "amd", "lisa-su", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000163/q32025991.htm", "outlet": "AMD Form 8-K, Exhibit 99.1 (SEC)", "published": "2025-11-04", "quote": "Our third quarter results did not include any revenue from shipments of AMD Instinct™ MI308 GPU products to China." }, { "url": "https://finance.yahoo.com/quote/AMD/earnings/AMD-Q3-2025-earnings_call-370771.html", "outlet": "Yahoo Finance (call transcript)", "published": "2025-11-04", "quote": "We have received some licenses for MI308, so we're appreciative of the administration supporting some licenses for MI308." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 120, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n120", "date": "2025-11-04", "date_precision": "day", "title": "AMD reports no MI308 shipment revenue to China in Q3", "summary": "AMD said its third-quarter results included no revenue from MI308 GPU shipments to China. The disclosure concerned AMD Instinct MI308 products.", "type": "regulatory", "entities": [ "AMD", "AMD Instinct MI308", "China" ], "parties": [ "amd", "amd-instinct-mi308", "china" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1265/amd-reports-third-quarter-2025-financial-results", "outlet": "AMD", "published": "2025-11-04", "quote": "Our third quarter results did not include any revenue from shipments of AMD Instinct™ MI308 GPU products to China." } ] }, { "timeline": "sony-playstation-6", "id": 901, "url": "https://whatledto.com/events/sony-playstation-6#n901", "date": "2025-10-14", "date_precision": "day", "title": "Insiders say both the PS6 and the next Xbox are targeting 2027", "summary": "Days after the Amethyst video, the AMD-focused leaker KeplerL2 said a 2027 PS6 launch was the plan unless unexpected delays happened, and Moore's Law Is Dead said the next Xbox, on an AMD chip he called Magnus, was targeting 2027 as well. A 2027 date would have matched the seven-year gap between the PS4 and PS5; within four months the memory market had put it in doubt.", "type": "report", "entities": [ "Sony", "Microsoft", "AMD", "PlayStation 6" ], "parties": [ "sony", "microsoft", "amd", "playstation-6" ], "sources": [ { "url": "https://www.techradar.com/gaming/insider-reports-claim-that-both-the-ps6-and-the-next-xbox-console-are-targeting-a-2027-release", "outlet": "TechRadar", "published": "2025-10-14", "quote": "Two new reports have emerged with industry insiders claiming that both the PlayStation 6 and the next Xbox console are targeting a 2027 launch. The first comes from 'KeplerL2' on NeoGAF, an insider who previously and accurately reported on former AMD hardware, who said that the next PlayStation console will be released in 2027 (via VGC)." }, { "url": "https://www.techradar.com/gaming/insider-reports-claim-that-both-the-ps6-and-the-next-xbox-console-are-targeting-a-2027-release", "outlet": "TechRadar", "published": "2025-10-14", "quote": "The insider went further and said that a 2027 launch for the PS6 \"is not just on the table, it's the plan unless any unexpected delays happen.\"" } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 119, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n119", "date": "2025-10-14", "date_precision": "day", "title": "Oracle plans a public 50,000-GPU MI450 supercluster", "summary": "AMD said Oracle would be the first hyperscaler to offer a publicly available AI supercluster powered by 50,000 MI450 Series GPUs. The offering was scheduled to begin in the third quarter of 2026.", "type": "announcement", "entities": [ "AMD", "Oracle", "AMD Instinct MI450" ], "parties": [ "amd", "oracle", "amd-instinct-mi450" ], "sources": [ { "url": "https://newsroom.amd.com/news/oracle-and-amd-expand-partnership-to-help-customers-ach/", "outlet": "AMD Newsroom", "published": "2025-10-14", "quote": "Beginning in the third quarter of 2026, Oracle will be the first hyperscaler to offer a publicly available AI supercluster powered by 50,000 AMD Instinct MI450 Series GPUs." } ] }, { "timeline": "sony-playstation-6", "id": 900, "url": "https://whatledto.com/events/sony-playstation-6#n900", "date": "2025-10-09", "date_precision": "day", "title": "Amethyst's three breakthroughs: Neural Arrays, Radiance Cores and Universal Compression, for 'a future console in a few years'", "summary": "In a nine-minute video with AMD's Jack Huynh, Cerny unveiled the technologies the partnership had produced: Neural Arrays that let compute units work as one AI engine, Radiance Cores, a dedicated hardware block for ray and path tracing, and Universal Compression to cut GPU memory bandwidth. All exist only in simulation, he said, but he was excited to bring them to a future console in a few years' time, the closest Sony had come to confirming the PS6. Cerny later told Digital Foundry the shift to co-engineering AMD's own roadmap was a step change from building custom PlayStation-only tech.", "type": "announcement", "entities": [ "Mark Cerny", "Jack Huynh", "AMD", "Project Amethyst", "PlayStation 6" ], "parties": [ "mark-cerny", "jack-huynh", "amd", "project-amethyst", "playstation-6" ], "sources": [ { "url": "https://www.engadget.com/gaming/playstation/sony-and-amd-tease-the-gpu-tech-theyre-building-for-the-next-playstation-172500942.html", "outlet": "Engadget", "published": "2025-10-09", "quote": "Over nearly nine minutes, Cerny, who was the lead designer for the PlayStation 4 and PS5, chats with Jack Huynh, senior vice president and general manager of AMD's Computing and Graphics Group, about a series of technologies, collectively dubbed Project Amethyst, the two companies are developing together. According to Cerny, those technologies \"only exist in simulations\" right now, but they're broadly designed to make the next PlayStation better at ray tracing, upscaling and other machine learning-based rendering techniques." }, { "url": "https://www.techradar.com/gaming/prepare-for-a-flood-of-ps6-release-date-speculation-as-ps5-lead-architect-mark-cerny-teases-new-graphics-tech-powered-by-amd-that-will-come-to-a-future-console-in-a-few-years-time", "outlet": "TechRadar", "published": "2025-10-09", "quote": "\"Overall, it's of course still very early days for these technologies, they only exist in simulation right now. But the results are quite promising and I'm really excited about bringing them to a future console in a few years' time,\" Cerny said." }, { "url": "https://wccftech.com/mark-cerny-project-amethyst-collaboration-amd-is-a-step-change/", "outlet": "Wccftech", "published": "2025-10-11", "quote": "The duo presented three major new features, Neural Arrays, Radiance Cores, and Universal Compression, which will be coming to future AMD GPUs and consoles like Sony's PlayStation 6." }, { "url": "https://www.youtube.com/watch?v=1LCMzw-_dMw", "outlet": "PlayStation YouTube", "published": "2025-10-09", "quote": "AMD’s Jack Huynh, SVP and GM, Computing and Graphics Group, and Mark Cerny, lead architect of PS5 and PS5 Pro, discuss the latest developments from Project Amethyst – the collaboration between Sony Interactive Entertainment and AMD focused on Machine Learning-based technology for graphics and gameplay – a shared commitment to push gaming technology forward." }, { "url": "https://www.youtube.com/watch?v=ItXPvGrI6gY", "outlet": "AMD YouTube", "published": "2025-10-09", "quote": "AMD’s Jack Huynh, SVP and GM, Computing and Graphics Group, and Mark Cerny, lead architect of PS5 and PS5 Pro, discuss the latest developments from Project Amethyst – the collaboration between Sony Interactive Entertainment and AMD focused on Machine Learning-based technology for graphics and gameplay – a shared commitment to push gaming technology forward." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 106, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n106", "date": "2025-10-06", "date_precision": "day", "title": "OpenAI agrees to deploy 6 gigawatts of AMD GPUs; AMD issues a warrant for up to 160 million shares", "summary": "AMD and OpenAI announced a multi-year agreement under which OpenAI will deploy 6 gigawatts of AMD\nInstinct GPUs across generations, starting with 1 gigawatt of MI450 GPUs in the second half of 2026. AMD\nissued OpenAI a warrant for up to 160 million shares at US$0.01 that vests with deployment milestones and\nAMD share-price targets.", "type": "announcement", "entities": [ "AMD", "OpenAI", "Lisa Su", "Sam Altman", "Instinct MI450" ], "parties": [ "amd", "openai", "lisa-su", "sam-altman", "instinct-mi450" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus", "outlet": "AMD Investor Relations", "published": "2025-10-06", "quote": "The first 1 gigawatt deployment of AMD Instinct MI450 GPUs is set to begin in the second half of 2026." } ] }, { "timeline": "amd-china-export-controls", "id": 572, "url": "https://whatledto.com/events/amd-china-export-controls#n572", "date": "2025-08-15", "date_precision": "day", "title": "Six senators urge Trump to reverse AMD and Nvidia China chip arrangement", "summary": "Six U.S. senators wrote to President Donald Trump asking him to reverse the arrangement allowing AMD and Nvidia to sell advanced AI chips to the People's Republic of China for a fee. The letter said the sales conflicted with U.S. national-security interests and questioned the fee's legal basis.", "type": "response", "entities": [ "AMD", "Nvidia", "Donald Trump", "Mark Warner", "Charles Schumer", "Jack Reed", "Jeanne Shaheen", "Chris Coons", "Elizabeth Warren" ], "parties": [ "amd", "nvidia", "donald-trump", "mark-warner", "charles-schumer", "jack-reed", "jeanne-shaheen", "chris-coons", "elizabeth-warren" ], "sources": [ { "url": "https://www.warner.senate.gov/public/_cache/files/3/a/3a2a1db4-65d2-4377-822a-5f245d53b28f/62DE3F69670AE9734557935EEC1CB6A941532F5BA23C1E543B74B4EECAD3D420.250815.trump-senate-15-percent-fee-letter.signed.pdf", "outlet": "U.S. Senators Mark Warner, Charles Schumer, Jack Reed, Jeanne Shaheen, Chris Coons and Elizabeth Warren", "published": "2025-08-15", "quote": "“We write to urge you to reverse your decision to allow AMD and Nvidia to sell advanced AI semiconductor chips (“covered chips”) to the People’s Republic of China (“PRC”), in exchange for a fee.”" } ] }, { "timeline": "amd-china-export-controls", "id": 559, "url": "https://whatledto.com/events/amd-china-export-controls#n559", "date": "2025-08-11", "date_precision": "day", "title": "White House confirms Nvidia and AMD will hand over 15 percent of China chip revenue for their licenses", "summary": "After the Financial Times reported the arrangement, a White House official confirmed to CBS News that Nvidia and AMD had agreed to pay the US government 15 percent of revenue from H20 and MI308 sales in China as a condition of the export licenses granted the previous week. No regulation was published, a point AMD would later flag to investors.", "type": "regulatory", "entities": [ "AMD", "Nvidia", "Donald Trump", "U.S. Department of Commerce", "MI308" ], "parties": [ "amd", "nvidia", "donald-trump", "us-department-of-commerce", "mi308" ], "sources": [ { "url": "https://www.cbsnews.com/news/nvidia-amd-chip-sales-china-15-percent-h20-mi308/", "outlet": "CBS News", "published": "2025-08-11", "quote": "U.S. chipmakers Nvidia and AMD will pay the U.S. government 15% of revenue generated by sales of their AI chips in China, a White House official confirmed to CBS News." } ] }, { "timeline": "nvidia-china-export-controls", "id": 53, "url": "https://whatledto.com/events/nvidia-china-export-controls#n53", "date": "2025-08-11", "date_precision": "day", "title": "Nvidia and AMD to pay the US government 15 percent of H20 and MI308 revenue from China", "summary": "Reports, first from the Financial Times, said Nvidia and AMD had agreed to hand the U.S. government 15\npercent of revenue from H20 and MI308 sales in China as the condition for export licenses. The Register\ndescribed the arrangement as revealed that week; President Trump confirmed the terms publicly.", "type": "report", "entities": [ "Nvidia", "AMD", "Donald Trump", "H20" ], "parties": [ "nvidia", "amd", "donald-trump", "h20" ], "sources": [ { "url": "https://www.theregister.com/2025/08/12/china_nvidia_h20/", "outlet": "The Register", "published": "2025-08-12", "quote": "This deal, it was revealed this week, involved cutting Uncle Sam a check for 15 percent of H20 and MI308 revenues." } ] }, { "timeline": "amd-china-export-controls", "id": 558, "url": "https://whatledto.com/events/amd-china-export-controls#n558", "date": "2025-08-05", "date_precision": "day", "title": "Q2 2025: the $800 million MI308 charge lands; no China revenue in the outlook", "summary": "AMD booked roughly $800 million of inventory and related charges for the MI308, cutting non-GAAP gross margin to 43 percent from about 54 percent otherwise. Data center revenue still grew 14 percent on EPYC demand, and the company excluded any MI308 revenue from its third-quarter guidance while the licenses were under review.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Jean Hu", "MI308" ], "parties": [ "amd", "lisa-su", "jean-hu", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000106/q22025991.htm", "outlet": "AMD Form 8-K, Exhibit 99.1 (SEC)", "published": "2025-08-05", "quote": "As previously announced, our second quarter results were impacted by the U.S. Government's export control on our AMD Instinct™ MI308 data center GPU products. For the quarter, these restrictions led to approximately $800 million in inventory and related charges." }, { "url": "https://www.fool.com/earnings/call-transcripts/2026/01/27/amd-amd-q2-2025-earnings-call-transcript/", "outlet": "The Motley Fool (call transcript)", "published": "2026-01-27", "quote": "Earlier this quarter, we were notified by the Department of Commerce that it is moving forward with the review of our license applications to export MI308 to China." } ] }, { "timeline": "sony-playstation-6", "id": 898, "url": "https://whatledto.com/events/sony-playstation-6#n898", "date": "2025-07-31", "date_precision": "day", "title": "Leak: two AMD chips for the next generation, 'Orion' for the console and 'Canis' for a handheld", "summary": "Moore's Law Is Dead reported that Sony was developing two AMD APUs under star-themed codenames: Orion for the PlayStation 6 itself and Canis for a handheld able to run PS4, PS5 and PS6 games at 720p or 1080p, sharing a CPU and GPU design to simplify development. Sony has never confirmed the codenames, but the handheld idea resurfaced in executives' 2026 comments.", "type": "report", "entities": [ "Sony", "AMD", "PlayStation 6" ], "parties": [ "sony", "amd", "playstation-6" ], "sources": [ { "url": "https://www.techpowerup.com/339417/playstation-6-leak-reveals-orion-and-canis-apus-for-home-console-and-handheld-system", "outlet": "TechPowerUp", "published": "2025-07-31", "quote": "Recent information from Moore's Law is Dead, as Notebookcheck reports, shows that the company is working on two different AMD-powered APUs. They've even given them star-themed codenames: Orion and Canis. The Orion APU will be the heart of Sony's main PlayStation 6 console." } ] }, { "timeline": "tsmc-arizona-fabs", "id": 30, "url": "https://whatledto.com/events/tsmc-arizona-fabs#n30", "date": "2025-07-17", "date_precision": "day", "title": "Second fab construction complete, production pulled forward; 30% of 2nm-and-beyond capacity to be in Arizona", "summary": "On the second-quarter 2025 call, CEO C.C. Wei said construction of the second Arizona fab, for 3nm, was\ncomplete and its volume production schedule was being sped up by several quarters. Work on the third fab,\nfor 2nm and A16, had begun. Wei said about 30 percent of TSMC's 2nm-and-smaller capacity would eventually\nbe in Arizona.", "type": "announcement", "entities": [ "TSMC", "C.C. Wei", "Nvidia", "Apple", "AMD" ], "parties": [ "tsmc", "cc-wei", "nvidia", "apple", "amd" ], "sources": [ { "url": "https://www.theregister.com/2025/07/17/tsmc_q2_ramp/", "outlet": "The Register", "published": "2025-07-17", "quote": "speeding up the volume production schedule by several quarters to support their need." }, { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf", "outlet": "TSMC", "published": "2025-07-17", "quote": "The construction of our second fab, which will utilize 3-nanometer process technology, is already complete." } ] }, { "timeline": "amd-china-export-controls", "id": 557, "url": "https://whatledto.com/events/amd-china-export-controls#n557", "date": "2025-07-15", "date_precision": "day", "title": "Commerce will resume reviewing MI308 licenses; AMD says shipments will restart once approved", "summary": "The day after Nvidia said it had been assured H20 licenses would be granted, AMD said the Commerce Department would move forward with its MI308 license applications and that it planned to resume shipments as approvals came, praising the administration's trade negotiations. The stock rose more than 6 percent.", "type": "announcement", "entities": [ "AMD", "U.S. Department of Commerce", "Nvidia", "Donald Trump", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "nvidia", "donald-trump", "mi308" ], "sources": [ { "url": "https://www.cnbc.com/2025/07/15/amd-mi308-ai-chip-china.html", "outlet": "CNBC", "published": "2025-07-15", "quote": "The company said Tuesday that the U.S. Commerce Department plans to resume reviewing its license applications to send the products to the world's second-largest economy. AMD said it plans to start shipments once those are approved." } ] }, { "timeline": "sony-playstation-6", "id": 897, "url": "https://whatledto.com/events/sony-playstation-6#n897", "date": "2025-07-03", "date_precision": "day", "title": "Cerny: a drop-in PSSR replacement from Amethyst will reach PS5 Pro in 2026", "summary": "Cerny told Tom's Guide that the first fruit of the AMD collaboration, an advanced upscaling algorithm co-developed with AMD, would ship to PS5 Pro in 2026 as a drop-in replacement for PSSR, work that he said would otherwise have taken years. He stressed the technology was not proprietary and was meant to move the whole industry, a preview of how the next console's features would be built.", "type": "announcement", "entities": [ "Mark Cerny", "PS5 Pro", "AMD" ], "parties": [ "mark-cerny", "ps5-pro", "amd" ], "sources": [ { "url": "https://www.techradar.com/gaming/playstation/the-ps5-lead-architect-says-the-ps5-pro-will-get-an-advanced-graphics-update-in-2026-that-will-deliver-better-performance", "outlet": "TechRadar", "published": "2025-07-03", "quote": "That's according to PS5 lead architect Mark Cerny, who told Tom's Guide that the company will implement an advanced graphics upscaling algorithm for the PS5 Pro as part of its previously announced Project Amethyst initiative in partnership with AMD. Cerny called this update \"a drop-in replacement for the current PSSR\" (PlayStation Spectral Super Resolution), which will offer better performance than upscaling tech and be easy for game developers to accommodate when it releases next year." }, { "url": "https://www.techradar.com/gaming/playstation/the-ps5-lead-architect-says-the-ps5-pro-will-get-an-advanced-graphics-update-in-2026-that-will-deliver-better-performance", "outlet": "TechRadar", "published": "2025-07-03", "quote": "Cerny called this update \"a drop-in replacement for the current PSSR\" (PlayStation Spectral Super Resolution), which will offer better performance than upscaling tech and be easy for game developers to accommodate when it releases next year." } ] }, { "timeline": "sony-playstation-6", "id": 896, "url": "https://whatledto.com/events/sony-playstation-6#n896", "date": "2025-06-17", "date_precision": "day", "title": "The competitor commits: Xbox signs a multi-year AMD deal for its next consoles", "summary": "Xbox president Sarah Bond announced a strategic multi-year partnership with AMD to co-engineer silicon for the next generation of Xbox consoles, handhelds, PC and cloud, with backward compatibility promised. Both console makers were now publicly building their next machines on AMD, setting up the parallel 2027 timelines that leakers would report in October.", "type": "announcement", "entities": [ "Microsoft", "Xbox", "AMD", "Sarah Bond" ], "parties": [ "microsoft", "xbox", "amd", "sarah-bond" ], "sources": [ { "url": "https://gameinformer.com/2025/06/17/the-next-generation-xbox-consoles-will-be-powered-by-amd-in-multi-year-partnership", "outlet": "Game Informer", "published": "2025-06-17", "quote": "Microsoft has announced a multi-year partnership with tech giant and graphics card manufacturer AMD. The deal will result in AMD technology powering the next generation of Xbox hardware. In a new video, Xbox president Sarah Bond explains that the partnership will see AMD co-engineer silicon for a range of devices, including the next generation of Xbox consoles. \"Together with AMD, we’re advancing the state of art in gaming silicon to deliver the next generation of graphics innovation to unlock a deeper level of visual quality and immersive gameplay and player experiences enhanced with the power of AI, all while maintaining compatibility with your existing library of Xbox games,\" says Bond.   Bond says this move reinforces Xbox’s mission to build a platform where players can take their games anywhere across multiple devices, such as handheld, PC, and cloud." }, { "url": "https://news.xbox.com/en-us/2025/06/19/xbox-amd-next-generation-xbox/", "outlet": "Xbox Wire", "published": "2025-06-19", "quote": "As part of this, Xbox unveiled that it has entered into a strategic, multi-year partnership with AMD to co-engineer silicon across a portfolio of devices, including future first-party consoles and cloud." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 118, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n118", "date": "2025-06-12", "date_precision": "day", "title": "Microsoft says MI300X powers production models on Azure", "summary": "AMD reported that Microsoft said Instinct MI300X was powering proprietary and open-source models in production on Azure. The statement concerned Azure production workloads.", "type": "announcement", "entities": [ "AMD", "Microsoft", "AMD Instinct MI300X" ], "parties": [ "amd", "microsoft", "amd-instinct-mi300x" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1255/amd-unveils-vision-for-an-open-ai-ecosystem-detailing-new-silicon-software-and-systems-at-advancing-ai-2025", "outlet": "AMD", "published": "2025-06-12", "quote": "Microsoft announced Instinct MI300X is now powering both proprietary and open-source models in production on Azure." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 117, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n117", "date": "2025-06-12", "date_precision": "day", "title": "Meta says MI300X is broadly deployed for Llama inference", "summary": "AMD reported that Meta detailed broad MI300X deployment for Llama 3 and Llama 4 inference. The statement concerned AMD Instinct MI300X deployments.", "type": "announcement", "entities": [ "AMD", "Meta", "AMD Instinct MI300X", "Llama 3", "Llama 4" ], "parties": [ "amd", "meta", "amd-instinct-mi300x", "llama-3", "llama-4" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1255/amd-unveils-vision-for-an-open-ai-ecosystem-detailing-new-silicon-software-and-systems-at-advancing-ai-2025", "outlet": "AMD", "published": "2025-06-12", "quote": "Meta detailed how Instinct MI300X is broadly deployed for Llama 3 and Llama 4 inference." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 105, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n105", "date": "2025-06-12", "date_precision": "day", "title": "MI350 series rolling out at Oracle; Helios rack on MI400 previewed for 2026", "summary": "At Advancing AI 2025 AMD said MI350 series accelerators were already deploying at Oracle Cloud\nInfrastructure with broad availability in the second half of 2025, and previewed Helios, a rack-scale\nsystem built on the coming MI400 series GPUs, Zen 6 EPYC \"Venice\" CPUs and Pensando \"Vulcano\" NICs.", "type": "launch", "entities": [ "AMD", "Lisa Su", "Oracle", "AMD Instinct MI350 series", "Helios" ], "parties": [ "amd", "lisa-su", "oracle", "amd-instinct-mi350-series", "helios" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1255/amd-unveils-vision-for-an-open-ai-ecosystem-detailing-new-silicon-software-and-systems-at-advancing-ai-2025", "outlet": "AMD Investor Relations", "published": "2025-06-12", "quote": "AMD demonstrated end-to-end, open-standards rack-scale AI infrastructure—already rolling out with AMD Instinct MI350 Series accelerators, 5th Gen AMD EPYC™ processors and AMD Pensando™ Pollara NICs in hyperscaler deployments such as Oracle Cloud Infrastructure (OCI) and set for broad availability in 2H 2025." } ] }, { "timeline": "amd-china-export-controls", "id": 556, "url": "https://whatledto.com/events/amd-china-export-controls#n556", "date": "2025-05-06", "date_precision": "day", "title": "Q1 2025: AMD puts the MI308 hit at $1.5 billion of 2025 revenue, $700 million of it in Q2", "summary": "Reporting first-quarter results, CFO Jean Hu said the export license requirement removed an estimated $700 million from second-quarter revenue and about $1.5 billion for the year, mostly in the second and third quarters. The next morning Su told CNBC that China was a 'large opportunity' and argued for a balance between national-security controls and the widest possible adoption of US technology.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Jean Hu", "MI308" ], "parties": [ "amd", "lisa-su", "jean-hu", "mi308" ], "sources": [ { "url": "https://www.nbcnews.com/business/business-news/amd-ceo-lisa-su-calls-china-opportunity-warns-strict-us-chip-controls-rcna205412", "outlet": "NBC News (CNBC)", "published": "2025-05-07", "quote": "AMD topped earnings and expectations and issued strong guidance, but said it would see a $1.5 billion hit this year from China export controls. Last month, the company said it would incur up to $800 million in costs from shipping its MI308 products to China and other countries." }, { "url": "https://d1io3yog0oux5.cloudfront.net/_3d4788b411d81106f9530fa33cefe34b/amd/db/841/9160/webcast_transcript/AMD+Q1+2025+Earnings+Call.pdf", "outlet": "AMD Q1 2025 earnings call transcript", "published": "2025-05-06", "quote": "This includes an estimated 700 million revenue reduction as a result of the new export license requirement." } ] }, { "timeline": "hbm-memory-supply", "id": 142, "url": "https://whatledto.com/events/hbm-memory-supply#n142", "date": "2025-04-16", "date_precision": "day", "title": "JEDEC publishes the HBM4 standard, doubling channels per stack to 32", "summary": "JEDEC released JESD270-4, the HBM4 standard, which doubles independent channels per stack from 16 to 32\nwith two pseudo-channels each, keeps backward compatibility with HBM3 controllers and adds directed refresh\nmanagement. SK hynix, AMD, Synopsys and Cadence gave statements.", "type": "announcement", "entities": [ "JEDEC", "SK hynix", "AMD", "HBM4" ], "parties": [ "jedec", "sk-hynix", "amd", "hbm4" ], "sources": [ { "url": "https://www.jedec.org/news/pressreleases/jedec%C2%AE-and-industry-leaders-collaborate-release-jesd270-4-hbm4-standard-advancing", "outlet": "JEDEC", "published": "2025-04-16", "quote": "Doubled Channels: HBM4 doubles the number of independent channels per stack, from 16 channels (HBM3) to 32 channels with 2 pseudo-channels per channel." } ] }, { "timeline": "amd-china-export-controls", "id": 555, "url": "https://whatledto.com/events/amd-china-export-controls#n555", "date": "2025-04-15", "date_precision": "day", "title": "New license requirement hits the MI308; AMD warns of up to $800 million in charges", "summary": "A day after Nvidia disclosed the H20 license requirement and a $5.5 billion charge, AMD filed an 8-K saying the same new rule covered exports of its MI308 to China, Hong Kong, Macau and other D:5 countries. It expected up to $800 million of inventory, purchase-commitment and reserve charges, said it would apply for licenses with no assurance of approval, and its shares fell more than 7 percent.", "type": "regulatory", "entities": [ "AMD", "U.S. Department of Commerce", "Nvidia", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "nvidia", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000039/amd-20250415.htm", "outlet": "AMD Form 8-K (SEC)", "published": "2025-04-16", "quote": "The Export Control applies to the Company’s MI308 products. The Company expects to apply for licenses but there is no assurance that licenses will be granted. The Company expects that the Export Control may result in charges of up to approximately $800 million in inventory, purchase commitments and related reserves." }, { "url": "https://www.cnbc.com/2025/04/16/amd-800-million-export-us-chip-restrictions-china.html", "outlet": "CNBC", "published": "2025-04-16", "quote": "Shares of Advanced Micro Devices closed down more than 7% on Wednesday after the company said it could incur charges of up to $800 million for exporting its MI308 products to China and other countries." } ] }, { "timeline": "tsmc-arizona-fabs", "id": 39, "url": "https://whatledto.com/events/tsmc-arizona-fabs#n39", "date": "2025-04-14", "date_precision": "day", "title": "AMD validates fifth-generation EPYC products at TSMC Arizona fab", "summary": "AMD announced successful bring-up and validation of its fifth-generation EPYC CPU products at TSMC's new Arizona fabrication facility. AMD said the result underscored its commitment to US manufacturing.", "type": "announcement", "entities": [ "AMD", "TSMC", "Fab 21", "EPYC" ], "parties": [ "amd", "tsmc", "fab-21", "epyc" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1245/amd-achieves-first-tsmc-n2-product-silicon-milestone", "outlet": "AMD", "published": "2025-04-14", "quote": "AMD also announced the successful bring up and validation of its 5th Gen AMD EPYC™ CPU products at TSMC’s new fabrication facility in Arizona, underscoring its commitment to U.S. manufacturing." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 116, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n116", "date": "2025-02-04", "date_precision": "day", "title": "AMD reports more than $5 billion in 2024 Instinct revenue", "summary": "AMD said it delivered more than $5 billion of AMD Instinct accelerator revenue during 2024. It said Data Center annual revenue nearly doubled as EPYC adoption accelerated.", "type": "financial", "entities": [ "AMD", "AMD Instinct", "AMD EPYC" ], "parties": [ "amd", "amd-instinct", "amd-epyc" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial-results", "outlet": "AMD", "published": "2025-02-04", "quote": "Data Center segment annual revenue nearly doubled as EPYC processor adoption accelerated and we delivered more than $5 billion of AMD Instinct accelerator revenue." } ] }, { "timeline": "sony-playstation-6", "id": 894, "url": "https://whatledto.com/events/sony-playstation-6#n894", "date": "2024-12-18", "date_precision": "day", "title": "Cerny's PS5 Pro seminar ends with Project Amethyst, a multi-year AMD collaboration on machine learning", "summary": "In a 37-minute technical seminar on the PS5 Pro, lead architect Mark Cerny closed by announcing Amethyst, a joint program with AMD to design a more ideal architecture for machine learning and a shared set of neural networks for game graphics, which both companies could use on their own hardware. Cerny said not to expect a hardware announcement soon; it was the first public step toward the next PlayStation's silicon.", "type": "announcement", "entities": [ "Mark Cerny", "AMD", "Sony", "Project Amethyst" ], "parties": [ "mark-cerny", "amd", "sony", "project-amethyst" ], "sources": [ { "url": "https://finalweapon.net/2024/12/18/playstation-releases-ps5-pro-technical-seminar-video/", "outlet": "Final Weapon", "published": "2024-12-18", "quote": "PlayStation has released a technical seminar for the PS5 Pro. Mark Cerny presents the video, which describes how the console came together." }, { "url": "https://www.techradar.com/gaming/gaming-industry/sony-announces-new-amethyst-collaboration-with-amd-to-develop-machine-learning-technology-in-games", "outlet": "TechRadar", "published": "2024-12-19", "quote": "During the presentation, Cerny also revealed that Sony is furthering its current partnership with AMD - which already collaborates on the PS5 and PS5 Pro's GPUs - to develop machine learning in games in a new project called 'Amethyst'." }, { "url": "https://www.techradar.com/gaming/gaming-industry/sony-announces-new-amethyst-collaboration-with-amd-to-develop-machine-learning-technology-in-games", "outlet": "TechRadar", "published": "2024-12-19", "quote": "\"With Amethyst, we've started on another long journey and are combining our expertise with two goals in mind,\" Mark Cerny said. \"The first goal is a more ideal architecture for machine learning." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 104, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n104", "date": "2024-10-10", "date_precision": "day", "title": "MI325X launched at Advancing AI 2024; MI350 set for the second half of 2025", "summary": "AMD launched the Instinct MI325X, shared details of the MI350 series expected in the second half of 2025,\nand said the MI400 series based on CDNA Next remained planned for 2026.", "type": "launch", "entities": [ "AMD", "Lisa Su", "Instinct MI325X", "AMD Instinct MI350 series" ], "parties": [ "amd", "lisa-su", "instinct-mi325x", "amd-instinct-mi350-series" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1218/amd-unveils-leadership-ai-solutions-at-advancing-ai-2024", "outlet": "AMD Investor Relations", "published": "2024-10-10", "quote": "AMD also shared new details on next-gen AMD Instinct MI350 series accelerators expected to launch in the second half of 2025, extending AMD Instinct leadership memory capacity and generative AI performance." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 114, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n114", "date": "2024-09-26", "date_precision": "day", "title": "Fireworks AI adopts OCI bare-metal MI300X instances", "summary": "AMD said OCI bare-metal instances using MI300X accelerators had been adopted by Fireworks AI. The instances were part of Oracle Cloud Infrastructure's MI300X offering.", "type": "launch", "entities": [ "AMD", "Oracle", "AMD Instinct MI300X", "Fireworks AI" ], "parties": [ "amd", "oracle", "amd-instinct-mi300x", "fireworks-ai" ], "sources": [ { "url": "https://www.amd.com/en/newsroom/press-releases/2024-9-26-amd-instinct-mi300x-accelerators-available-on-orac.html", "outlet": "AMD", "published": "2024-09-26", "quote": "These OCI bare metal instances have already been adopted by companies including Fireworks AI." }, { "url": "https://ir.amd.com/news-events/press-releases/detail/1217/amd-instinct-mi300x-accelerators-available-on-oracle-cloud-infrastructure-for-demanding-ai-applications", "outlet": "Advanced Micro Devices, Inc. (AMD) Investor Relations", "published": "2024-09-26", "quote": "Designed to run demanding AI workloads including large language model (LLM) inference and training that requires high throughput with leading memory capacity and bandwidth, these OCI bare metal instances have already been adopted by companies including Fireworks AI." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 113, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n113", "date": "2024-07-30", "date_precision": "day", "title": "AMD attributes sequential revenue growth to Instinct GPU shipments", "summary": "AMD reported that revenue increased 21% sequentially. It attributed the increase primarily to the ramp of AMD Instinct GPU shipments.", "type": "financial", "entities": [ "AMD", "AMD Instinct" ], "parties": [ "amd", "amd-instinct" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1209/amd-reports-second-quarter-2024-financial-results", "outlet": "AMD", "published": "2024-07-30", "quote": "Revenue increased 21% sequentially primarily driven by the strong ramp of AMD Instinct GPU shipments." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 103, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n103", "date": "2024-06-02", "date_precision": "day", "title": "AMD moves Instinct to an annual cadence: MI325X in Q4 2024, MI350 in 2025, MI400 in 2026", "summary": "At Computex in Taipei AMD laid out a yearly roadmap for its AI accelerators: the MI325X with 288 GB of\nHBM3E in the fourth quarter of 2024, the CDNA 4-based MI350 series in 2025, and the MI400 series on a\nCDNA \"Next\" architecture in 2026.", "type": "announcement", "entities": [ "AMD", "Lisa Su", "Instinct MI325X", "AMD Instinct MI350 series", "AMD Instinct MI400 series and MI450 GPUs" ], "parties": [ "amd", "lisa-su", "instinct-mi325x", "amd-instinct-mi350-series", "amd-instinct-mi400-series-and-mi450-gpus" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1201/amd-accelerates-pace-of-data-center-ai-innovation-and-leadership-with-expanded-amd-instinct-gpu-roadmap", "outlet": "AMD Investor Relations", "published": "2024-06-02", "quote": "New AMD Instinct MI325X accelerator expected to be available in Q4 2024 with up to 288GB of HBM3E memory" } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 112, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n112", "date": "2024-05-21", "date_precision": "day", "title": "Azure ND MI300X V5 instances become generally available", "summary": "AMD said Azure ND MI300X V5 instances were generally available. Hugging Face was identified as the first customer.", "type": "launch", "entities": [ "AMD", "Microsoft", "AMD Instinct MI300X", "Hugging Face" ], "parties": [ "amd", "microsoft", "amd-instinct-mi300x", "hugging-face" ], "sources": [ { "url": "https://www.amd.com/en/newsroom/press-releases/2024-5-21-amd-instinct-mi300x-accelerators-power-microsoft-a.html", "outlet": "AMD", "published": "2024-05-21", "quote": "The new Azure ND MI300X V5 instances are now generally available, with Hugging Face as the first customer" }, { "url": "https://ir.amd.com/news-events/press-releases/detail/1198/amd-instinct-mi300x-accelerators-power-microsoft-azure-openai-service-workloads-and-new-azure-nd-mi300x-v5-vms", "outlet": "Advanced Micro Devices, Inc. (AMD)", "published": "2024-05-21", "quote": "The new Azure ND MI300X V5 instances are now generally available, with Hugging Face as the first customer." } ] }, { "timeline": "amd-china-export-controls", "id": 570, "url": "https://whatledto.com/events/amd-china-export-controls#n570", "date": "2024-03-24", "date_precision": "day", "title": "Lisa Su meets Wang Wentao in Beijing", "summary": "Lisa Su met Chinese Commerce Minister Wang Wentao in Beijing to discuss China-U.S. trade relations and AMD's development in China. Su said China was one of AMD's global strategic priorities and that AMD would increase investment and work with local partners.", "type": "other", "entities": [ "AMD", "Lisa Su", "Wang Wentao", "Ministry of Commerce of the People's Republic of China" ], "parties": [ "amd", "lisa-su", "wang-wentao", "ministry-of-commerce-of-the-peoples-republic-of-china" ], "sources": [ { "url": "https://ca.mofcom.gov.cn/sqfb/art/2024/art_ec01040248234766b7591fb836aa1024.html", "outlet": "Ministry of Commerce of the People’s Republic of China", "published": "2024-03-25", "quote": "“3月24日，商务部部长王文涛会见美国AMD半导体公司董事会主席兼首席执行官苏姿丰。”" } ] }, { "timeline": "amd-china-export-controls", "id": 554, "url": "https://whatledto.com/events/amd-china-export-controls#n554", "date": "2024-03-05", "date_precision": "day", "title": "Bloomberg: AMD's made-for-China accelerator is still too fast and will need a license", "summary": "Bloomberg reported that the Commerce Department had declined to clear AMD's cut-down AI chip for sale in China because it remained too capable, meaning AMD would have to apply for a BIS license rather than ship under the notification route. The report was the first public sign that the MI308 would live or die by license decisions.", "type": "report", "entities": [ "AMD", "U.S. Department of Commerce", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "mi308" ], "sources": [ { "url": "https://www.cnbc.com/2024/03/05/amd-reportedly-hits-us-regulatory-roadblock-for-chain-tailored-chip.html", "outlet": "CNBC", "published": "2024-03-05", "quote": "American semiconductor company Advanced Micro Devices has failed in getting a made-for-China AI chip past U.S. regulators and will need to apply for an export license, Bloomberg reported Tuesday." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 102, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n102", "date": "2023-12-06", "date_precision": "day", "title": "MI300X and MI300A launched; Microsoft Azure, Oracle and the major OEMs line up", "summary": "At Advancing AI 2023 AMD announced availability of the MI300X accelerator and the MI300A APU. Microsoft\nannounced Azure virtual machines built on MI300X, Oracle Cloud planned MI300X offerings, and Dell, HPE,\nLenovo and Supermicro showed systems using the parts.", "type": "launch", "entities": [ "AMD", "Lisa Su", "Microsoft", "Oracle", "Instinct MI300X" ], "parties": [ "amd", "lisa-su", "microsoft", "oracle", "instinct-mi300x" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1173/amd-delivers-leadership-portfolio-of-data-center-ai-solutions-with-amd-instinct-mi300-series", "outlet": "AMD Investor Relations", "published": "2023-12-06", "quote": "Today, AMD announced the availability of the AMD Instinct™ MI300X accelerators – with industry leading memory bandwidth for generative AI and leadership performance for large language model (LLM) training and inferencing – as well as the AMD Instinct™ MI300A accelerated processing unit (APU)." } ] }, { "timeline": "amd-china-export-controls", "id": 553, "url": "https://whatledto.com/events/amd-china-export-controls#n553", "date": "2023-10-17", "date_precision": "day", "title": "BIS tightens the chip rules, dropping the interconnect test that the China-specific parts relied on", "summary": "The October 2023 update replaced the interconnect-bandwidth parameter with a total processing performance and performance density test, closing the loophole that Nvidia's A800 and H800 had used, and added a notification requirement for chips just under the line. AMD's MI300 family fell above the new threshold, so any China part would have to be cut down much further.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "AMD", "Nvidia" ], "parties": [ "us-department-of-commerce", "amd", "nvidia" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-strengthens-restrictions-advanced-computing-semiconductors-semiconductor-manufacturing-equipment", "outlet": "Bureau of Industry and Security", "published": "2023-10-17", "quote": "Based on public comments, recent technological developments, and analysis of the prior rule's national security impact, the AC/S IFR removes 'interconnect bandwidth' as a parameter for identifying restricted chips." } ] }, { "timeline": "amd-china-export-controls", "id": 552, "url": "https://whatledto.com/events/amd-china-export-controls#n552", "date": "2023-08-01", "date_precision": "day", "title": "Lisa Su: China is an 'important' market and AMD sees room for a compliant AI chip", "summary": "On the second-quarter 2023 call, as AMD prepared to ramp the MI300, Su said the company would be fully compliant with US export controls but saw an opportunity to develop an accelerator specifically for Chinese customers, following Nvidia's A800 and H800 and Intel's Gaudi variant. That product became the MI308.", "type": "announcement", "entities": [ "AMD", "Lisa Su", "Nvidia", "Intel", "MI308" ], "parties": [ "amd", "lisa-su", "nvidia", "intel", "mi308" ], "sources": [ { "url": "https://www.cnbc.com/2023/08/02/amd-considers-specific-china-ai-chip-to-comply-with-us-export-curbs.html", "outlet": "CNBC", "published": "2023-08-02", "quote": "Lisa Su, CEO of AMD, said on an earnings call late Tuesday that China is an \"important\" market and that the semiconductor giant wants to be fully compliant with U.S. export controls." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 101, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n101", "date": "2023-06-13", "date_precision": "day", "title": "AMD unveils the Instinct MI300X with 192 GB of HBM3, sampling in Q3", "summary": "At its Data Center and AI Technology Premiere AMD introduced the MI300X, a GPU-only version of the MI300\nfamily built on the CDNA 3 architecture with up to 192 GB of HBM3 memory, aimed at large language model\ntraining and inference, and said it would sample to key customers from the third quarter.", "type": "announcement", "entities": [ "AMD", "Lisa Su", "Instinct MI300X" ], "parties": [ "amd", "lisa-su", "instinct-mi300x" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1136/amd-expands-leadership-data-center-portfolio-with-new-epyc-cpus-and-shares-details-on-next-generation-amd-instinct-accelerator-and-software-enablement-for-generative-ai", "outlet": "AMD Investor Relations", "published": "2023-06-13", "quote": "The MI300X is sampling to key customers starting in Q3." } ] }, { "timeline": "amd-china-export-controls", "id": 551, "url": "https://whatledto.com/events/amd-china-export-controls#n551", "date": "2022-10-07", "date_precision": "day", "title": "BIS publishes the October 2022 rules on advanced computing chips and chipmaking tools", "summary": "The Commerce Department turned the August letters into a published rule: advanced computing chips above a performance and interconnect threshold, the supercomputers they feed and the equipment to make them all needed licenses for China. The thresholds caught the MI250 class and set the ceiling under which AMD, Nvidia and Intel would design China-specific parts.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "AMD", "Nvidia", "MI250" ], "parties": [ "us-department-of-commerce", "amd", "nvidia", "mi250" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-implements-new-export-controls-advanced-computing-semiconductor-manufacturing-items-peoples", "outlet": "Bureau of Industry and Security", "published": "2022-10-07", "quote": "The Department of Commerce's Bureau of Industry and Security (BIS) is implementing a series of targeted updates to its export controls as part of BIS's ongoing efforts to protect U.S. national security and foreign policy interests." } ] }, { "timeline": "amd-china-export-controls", "id": 550, "url": "https://whatledto.com/events/amd-china-export-controls#n550", "date": "2022-08-31", "date_precision": "day", "title": "AMD told it needs a license to ship Instinct MI250 GPUs to China", "summary": "Days after Nvidia disclosed a license requirement for the A100 and H100, AMD confirmed it had received a similar notice covering the Instinct MI250 and MI250X, while the older MI100 was unaffected. AMD said the impact on its data center business would be marginal, since most of its compute GPUs went into US and European supercomputers, and disclosed the requirement in its third-quarter 10-Q.", "type": "regulatory", "entities": [ "AMD", "U.S. Department of Commerce", "Nvidia", "MI250" ], "parties": [ "amd", "us-department-of-commerce", "nvidia", "mi250" ], "sources": [ { "url": "https://www.tomshardware.com/news/us-gpu-export-restrictions-hit-amd-chinas-tech-giants", "outlet": "Tom's Hardware", "published": "2022-09-01", "quote": "AMD has notified its Chinese operations that from now on, it will have to obtain an export license from the U.S. Department of Commerce to sell its Instinct MI250 and MI250X compute GPUs to Chinese clients, reports Nikkei citing two sources familiar with the matter. AMD has confirmed to Nikkei that it had received an alert from the DoC about a new export requirement for high-end compute GPUs." }, { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248822000170/amd-20220924.htm", "outlet": "AMD Form 10-Q (SEC)", "published": "2022-11-02", "quote": "Further, BIS has issued new requirements that prevent us from shipping MI250 and MI250X integrated circuits to China and Russia without a license, and BIS may possibly issue new licensing requirements in the future." } ] }, { "timeline": "amd-china-export-controls", "id": 549, "url": "https://whatledto.com/events/amd-china-export-controls#n549", "date": "2019-06-24", "date_precision": "day", "title": "Commerce puts AMD's China joint-venture partners Sugon and Hygon on the Entity List", "summary": "The Bureau of Industry and Security added Sugon, the Wuxi Jiangnan Institute of Computing Technology, Higon and the two Chengdu Haiguang companies that AMD had formed with Sugon's THATIC consortium in 2016 to license Zen server-CPU technology. The listing cut the venture off from US technology a week before Trump's G20 meeting with Xi Jinping, and it marked the first time Washington's China controls landed directly on AMD's business.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "AMD", "Sugon", "Hygon" ], "parties": [ "us-department-of-commerce", "amd", "sugon", "hygon" ], "sources": [ { "url": "https://www.federalregister.gov/documents/2019/06/24/2019-13245/addition-of-entities-to-the-entity-list-and-revision-of-entries-on-the-entity-list", "outlet": "Federal Register (Bureau of Industry and Security)", "published": "2019-06-24", "quote": "Sugon also is, as further described below, the majority owner of Higon, and Higon has ownership interests in Chengdu Haiguang Integrated Circuit and Chengdu Haiguang Microelectronics Technology." } ] } ], "often_with": [ { "id": "nvidia", "name": "Nvidia", "url": "https://whatledto.com/who/nvidia", "json": "https://whatledto.com/who/nvidia.json", "shared_timelines": 6 }, { "id": "us-department-of-commerce", "name": "U.S. Department of Commerce", "url": "https://whatledto.com/who/us-department-of-commerce", "json": "https://whatledto.com/who/us-department-of-commerce.json", "shared_timelines": 4 }, { "id": "tsmc", "name": "TSMC", "url": "https://whatledto.com/who/tsmc", "json": "https://whatledto.com/who/tsmc.json", "shared_timelines": 3 }, { "id": "us-government", "name": "U.S. government", "url": "https://whatledto.com/who/us-government", "json": "https://whatledto.com/who/us-government.json", "shared_timelines": 3 }, { "id": "donald-trump", "name": "Donald Trump", "url": "https://whatledto.com/who/donald-trump", "json": "https://whatledto.com/who/donald-trump.json", "shared_timelines": 3 }, { "id": "microsoft", "name": "Microsoft", "url": "https://whatledto.com/who/microsoft", "json": "https://whatledto.com/who/microsoft.json", "shared_timelines": 3 }, { "id": "lisa-su", "name": "Lisa Su", "url": "https://whatledto.com/who/lisa-su", "json": "https://whatledto.com/who/lisa-su.json", "shared_timelines": 3 }, { "id": "howard-lutnick", "name": "Howard Lutnick", "url": "https://whatledto.com/who/howard-lutnick", "json": "https://whatledto.com/who/howard-lutnick.json", "shared_timelines": 2 } ], "license": { "holder": "What Led To", "terms": "https://whatledto.com/methodology#reuse", "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text." } }