Advanced Micro Devices (AMD)

• Diversified Tech Giant: AMD is a global leader in high-performance computing, designing CPUs (Ryzen), GPUs (Radeon), and Adaptive Computing solutions (Xilinx) for the consumer, enterprise, and gaming markets.
• The “AI Challenger”: The company is a primary competitor to NVIDIA in the AI infrastructure space. Its Instinct MI300 and MI400 series accelerators are designed to power the next generation of generative AI and large-scale data centers.
• Data Center Dominance: AMD’s EPYC server processors have consistently gained market share from Intel, becoming the preferred choice for major cloud providers like Microsoft Azure, AWS, and Google Cloud due to their superior energy efficiency and core counts.
• Leadership & Innovation: Under the leadership of CEO Dr. Lisa Su since 2014, AMD has executed a massive turnaround, moving to a “fabless” model (outsourcing manufacturing to TSMC) to focus entirely on cutting-edge architectural design.