Public Company · Hardware
AMD
HardwarePublic CompanySanta Clara
77/100
↗ +54 (7d)
Executive summary
AMD's Signal Score sits at the methodology's neutral baseline, which mostly reflects how thin the site's AMD-specific coverage has been so far rather than a verdict either way: its $8.2B all-stock acquisition of Fei-Fei Li's World Labs is the only AMD-led story in the archive, alongside a minor mention as a day-one hardware target for a new on-device model family. Expect this to move as more AMD-specific coverage accumulates in future rounds.
Timeline
Nov 5
Shares fall about 17.3% in the worst chip-stock selloff since March 2020, driven by fears that voters and new state officials will slow US data center construction.
Nov 3
Reports third-quarter revenue of $13.4 billion, up 45%, with data center sales nearly doubling to $8.55 billion, and guides the fourth quarter to about $17 billion, above consensus; free cash flow was only $554 million as inventory climbed to $11.5 billion and a $1.1 billion customer-warrant charge hit GAAP earnings.
Oct 27
Commits $1B to Meta's record equity raise alongside a separate five-year, up-to-$60B chip-purchase agreement with warrants for up to 160 million AMD shares.
Oct 18
AMD Ventures joins Intel Capital in backing optical-networking startup Salience Labs' $125M Series B — a joint bet on vendor-neutral photonic interconnects that Nvidia, which has backed rival optical startups, sat out.
Oct 9
Named alongside Apple, Qualcomm, and Nvidia as a day-one hardware target for Liquid AI's newly open-sourced on-device “d1” decision models.
Sep 29
Pays $8.2B in an all-stock deal for Fei-Fei Li's World Labs, valuing the two-year-old spatial-intelligence startup well above the roughly $5B mark investors set just eight months earlier — reframing AMD's rivalry with Nvidia around physical AI.