Silicon · Second string · Team Microsoft and OpenAI

AMD

Designs CPUs and AI GPUs, and sells rack-scale systems.

80OVRStarterDraft · rated on 4 of 6

Ratings

AMD reached 30.7% of x86 units in Q2 2026, or 34.1% with semi-custom and embedded, and its Data Center segment grew 107% year on year to $6.7bn.

Dominance78draft
Holds 30.7% of x86 units in Q2 2026, a strong number two to Intel with a stated share.
sourced hothardware.com
Momentum95draft
Data Center segment revenue was $6.7bn in Q2 2026, up 107% year on year, and it has taken x86 share in every segment.
sourced ir.amd.comsourced hothardware.com
Leverage76draft
Its Helios racks are deployed by Anthropic, Meta, Microsoft, OpenAI and Oracle, and two labs signed multi-gigawatt supply deals.
sourced ir.amd.com
Network base 66, judgment +10.
Durability78draft
Its named risks are shipping the MI450 class in volume in the second half of 2026 and Intel's supply recovering.
sourced ir.amd.comsourced hothardware.com
Firepowerunrated
The Atlas states no cash, raise, profit, debt or spending commitment for this company.
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

$6.7bnData Center segment, up 107% year on year, Q2 2026

From the Atlas key figure: Data Center segment $6.7bn, up 107% year on year, Q2 2026. Source: ir.amd.com.

TickerNASDAQ: AMD

ListedPublic

HQSanta Clara, California

Founded1969

CEOLisa T. Su

Profile

Designs CPUs and AI GPUs, and sells rack-scale systems.

Silicon · AI accelerators · Second string

Key figure Data Center segment $6.7bn, up 107% year on year, Q2 2026.

Why it may rise Its Helios racks are deployed by Anthropic, Meta, Microsoft, OpenAI and Oracle, and two labs have signed multi-gigawatt supply deals.

What could change it The MI450 class has to ship in volume in the second half of 2026 and the software has to keep pace.

sourced ir.amd.com

Silicon · CPUs and architecture · Starter

Key figure x86 share 30.7%, or 34.1% with semi-custom and embedded. Server share reported near 34.5%, and it varies by definition.

Why it leads Has taken share in every segment as Intel's supply and entry-level lineup stumbled.

What could change it Intel's supply recovering.

sourced hothardware.com

Connections

Allies and partners

OpenAI in AI models and platforms
6 GW Instinct supply agreement with a warrant for up to 160 million AMD shares. ir.amd.com
On the map
Anthropic in AI models and platforms
Up to 2 GW of MI450 GPUs in Helios racks. ir.amd.com
On the map

Rivals

Intel
x86 share: Intel 69.3% and AMD 30.7% in Q2 2026. shattered.io
On the map
Nvidia
Merchant AI accelerators, with AMD winning multi-gigawatt supply deals. ir.amd.com
On the map

See AMD and its connections on the map →

Sector standing

No. 10 of 32 rated in Silicon

8Samsung82
9Intel81
10AMD80
10SK hynix80
12OpenAI78

No. 10 of 32 rated in Silicon

8Samsung82
9Intel81
10AMD80
10SK hynix80
12OpenAI78

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: amd.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.