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AMD continues to make gains in processor and data center markets thanks largely to its EPYC processors, which has chipped away at Intel’s long-standing dominance.
According to AMD’s Q1 2025 results, revenue increased 36% over the same quarter in 2024 to $7.4 billion. More specifically, its data center segment revenue jumped by 57% year-over-year to $3.7 billion, driven largely by demand for EPYC CPUs and growing sales of AMD Instinct GPUs.
The chip company also recently unveiled and began shipping the Instinct MI350 GPUs and previewed its next-generation, AI-focused MI400 series for future AI racks, underscoring its commitment to an open software ecosystem (ROCm).”
Finally, AMD’s Client segment revenue jumped 68% to $2.3 billion, fueled by strong demand for its “Zen 5” AMD Ryzen™ processors, including its Ryzen AI 300 series, indicating a strong push for “AI PC” market share.
This news comes despite AMD facing a projected $1.5 billion revenue hit for fiscal 2025 due to U.S. export restrictions on AI chips to China.
Latest AMD news and analysis
AMD/OpenAI pact means new enterprise IT options
October 7, 2025: Monday’s announcement that OpenAI and AMD have struck a deal could mean that AMD chips may become a viable enterprise IT option. That is good news, not because of AMD quality, which is seen as suboptimal by some, but because of the limits of Nvidia chip availability.
AMD could be Intel’s next foundry customer
October 3, 2025: AMD might be the latest Silicon Valley giant to join the Intel bailout parade as there are rumors that AMD is in talks to become an Intel Foundry customer. It’s unknown just how much of AMD’s business would move to Intel. AMD splits its business between TSMC, and GlobalFoundries.
IBM, AMD team on quantum computing
August 26, 2025: IBM and AMD are working to blend Big Blue’s quantum computers with the chipmaker’s CPUs, GPUs and FPGAs to build intelligent, quantum-centric, high-performance computers. They plan to demonstrate later this year how IBM quantum computers can work with AMD technologies to deploy hybrid quantum-classical workflows .
AMD warns of new Meltdown/Spectre-like CPU bugs
July 11, 2025: AMD has issued an alert to users of a newly discovered form of side-channel attack similar to the infamous Meltdown and Spectre exploits that dominated the news in 2018. The potential exploits affect the full range of AMD processors – desktop, mobile and data center models — particularly 3rd and 4th generation Epyc server processors.
DigitalOcean teams with AMD for low-cost GPU access
June 25, 2025: Cloud infrastructure provider DigitalOcean Holdings announced a collaboration with AMD to provide DigitalOcean customers with low-cost access to AMD Instinct GPUs starting later this year.
AMD rolls out first Ultra Ethernet-compliant NIC
June 23, 2025: AMD will be the first to market with a Ultra Ethernet-based networking card, and Oracle will be the first cloud service provider to deploy it. The announcement came at the recent Advancing AI event, where AMD introduced its latest Instinct MI350 series GPUs and announced the MI400X, which will be delivered next year.
AMD steps up AI competition with Instinct MI350 chips, rack-scale platform
June 13, 2025: AMD has launched its latest accelerator chips and offered a glimpse into its AI infrastructure strategy, aiming to expand its role in the enterprise market, which Nvidia currently dominates.
AMD launches new Ryzen Threadripper CPUs to challenge Intel’s workstation dominance
May 21, 2025: Marking an aggressive push into the professional workstation and high-end desktop (HEDT) segments, AMD launched its latest HPC processors.
Survey: AMD continues to take server share from Intel
May 20, 2025: AMD continues to take market share from Intel, growing at a faster rate and closing the gap between the two companies to the narrowest it has ever been.
AMD, Nvidia partner with Saudi startup to build multi-billion dollar AI service centers
May 15, 2025: As part of the avalanche of business deals that came from President Trump’s Middle East tour, both AMD and Nvidia have struck multi-billion dollar deals with an emerging Saudi AI firm.
AMD targets hosting providers with affordable EPYC 4005 processors
May 14, 2025: AMD launched its latest set of data center processors, targeting hosted IT service providers. The EPYC 4005 series is purpose-built with enterprise-class features and support for modern infrastructure technologies at an affordable price, the company said.
Jio teams with AMD, Cisco and Nokia to build AI-enabled telecom platform
March 18, 2025: Jio has teamed up with AMD, Cisco and Nokia to build an AI-enabled platform for telecom networks. The goal is to make networks smarter, more secure and more efficient to help service providers cut costs and develop new services.
AMD patches microcode security holes after accidental early disclosure
February 3, 2025: AMD issued two patches for severe microcode security flaws, defects that AMD said “could lead to the loss of Secure Encrypted Virtualization (SEV) protection.” The bugs were inadvertently revealed by a partner.
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