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AMD News
6 R40 articles on Advanced Micro Devices, Inc. (AMD). Latest, Sep 30, 2026: HPE's $1.2 Billion Helios Order Is HPE's Revenue. AMD's Share of It Is Undisclosed.
R40 Coverage
HPE's $1.2 Billion Helios Order Is HPE's Revenue. AMD's Share of It Is Undisclosed
HPE booked a $1.2bn Vultr order for AMD Helios racks, its first. The racks carry HPE switches and services too; at most 17.9% of AMD's June-quarter Data Center.
Meta Sized the Muse VM With the Word 'Enough'. X Posts Made It 1.58 Million Chips.
Meta promised every Muse user a dedicated VM and never published its size. The 2 vCPU / 8 GB / 100 GB behind 1.58 million AMD chips came from users.
SemiAnalysis Calls Its MI355X Chart Apples-to-Apples. Its Own Page Says It Is Not.
SemiAnalysis called its MI355X-vs-GB300 chart apples-to-apples. Its own page says disaggregated configs are not, and has GB300 2.3x to 5.4x cheaper per token.
Meta Is Building Toward 14 GW. Its Rentable Compute Is Still a Thin Slice.
Meta targets 14 GW by 2027 while remaining a major compute buyer. This deep dive maps its Titans, silicon, workloads, utilization and rentable capacity.
AMD's Best Growth Quarter Was Its Worst Cash Quarter, and the Rule of 40 Barely Moved
AMD's Q2: revenue $11,536M up 50.1%, free cash flow down 39% on capex that doubled. The Rule of 40 moved 0.75 points while its composition changed completely.
AMD Reports Q2 on August 4, and the Number That Looks Like a Stall Isn't One
AMD's flat Q1 was its strongest sequential start in four years once seasonality is read right. Into the August 4 print: gross margin versus cash conversion.
February 2026
AMD benefits from semis rally on AI capex
Up strongly in tech rebound alongside NVDA; hyperscaler spending tailwind for chips.
January 2026
A Trillion Dollars Created Every 100 Days Weighs Down Markets
Broader market analysis touching AMD as part of chip stocks like Nvidia in top gainers.