Advanced Micro Devices (AMD), headquartered in Santa Clara, California, is a global semiconductor company known for its CPUs, GPUs, and data center solutions. Founded in 1969 by Jerry Sanders and a team of engineers, AMD rose as a challenger to Intel in the CPU market and has since transformed into one of the most important players in the AI hardware ecosystem.
AMD’s strategy in the AI era centers on its Instinct GPU accelerators, particularly the MI300 series, which directly competes with Nvidia’s H100 and upcoming B100 GPUs. These chips are optimized for training and inference of large language models and other compute-heavy workloads. AMD has emphasized memory bandwidth and scalability as differentiators, positioning its accelerators as cost-effective, high-performance alternatives for hyperscalers and enterprises seeking diversification beyond Nvidia.
Alongside GPUs, AMD’s EPYC CPUs power many of the world’s most advanced data centers, often deployed in tandem with AI accelerators. Its acquisition of Xilinx in 2022 further expanded its portfolio into adaptive computing, bringing field-programmable gate arrays (FPGAs) and AI-optimized accelerators into its product line. This diversification strengthens AMD’s role in AI across cloud, edge, and embedded systems.
AMD has also secured major partnerships with cloud providers such as Microsoft, Meta, and Oracle, which are deploying Instinct GPUs at scale to support generative AI and enterprise AI workloads. These partnerships validate AMD’s position as a viable alternative to Nvidia in the AI arms race.
By 2025, AMD had solidified itself as the primary rival to Nvidia in the global AI semiconductor market. Under the leadership of CEO Lisa Su, the company continues to push boundaries in both CPUs and GPUs, positioning itself not just as a challenger, but as a core enabler of the compute infrastructure that powers the AI revolution.
