AMD
Primary GPU challenger with Instinct MI300/MI350 and the ROCm software stack
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
Starting the view
Follows the graph · 1 entity
Full file coming soon. AMD's links, deals and figures below are what the graph holds today.Not collected yet: 360, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
Ask the graph
answers only from the graph's sourced facts, with citationsForecast record
No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.
L2 Chips · Accelerator · AMD · United States
AMD
Primary GPU challenger with Instinct MI300/MI350 and the ROCm software stack
- Links
- 31
- Deals from filings
- 1
- Exposed if it fails
- 9
- 42 within 2 steps
- It depends on
- 11
- 58 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
AMD is Nvidia's most credible data-center GPU competitor with its Instinct line: MI300X/MI300A shipped in volume through 2024-2025, MI325X and the CDNA4-based MI350/MI355X launched in 2025, with MI400 and rack-scale 'Helios' systems targeted for 2026. AMD competes on HBM capacity, price/performance, and an open ROCm software stack versus CUDA. It is fabless on TSMC (N5/N3 chiplets) and also designs EPYC x86 server CPUs that pair with AI accelerators.
Key facts
from its map entry- AI GPU line
- Instinct MI300X/MI325X, MI350/MI355X (CDNA4)
- 2026 roadmap
- MI400 + 'Helios' rack-scale
- Software
- ROCm (open) vs CUDA
- Also designs
- EPYC x86 server CPUs
Pick a link to move the graph there: · · · · · · ·
Connections31 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
11Who depends on it
9Partners
4Rivals
4Compare two: what AMD shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Money1 deal
Pulled 27 Oct 2026 · Anthropic, PBC, Form S-1 registration statement · dated 26 Oct 2026
| Parties (money runs →) | Kind | Amount | Term | Source |
|---|---|---|---|---|
| → Initial tranche of compute in 2027 on AMD Helios rack-scale systems. No fixed dollar amount; Anthropic expects more than $20.0B if it takes the full initial capacity, with an option on about as much again. | supply | more than $20.0B | Jan 2027 to ? | Anthropic, PBC, Form S-1 registration statement“Under the Hardware Supply Agreement with AMD, we committed to obtain an initial tranche of compute capacity in calendar year 2027 by purchasing AMD-based Helios rack-scale systems from approved manufacturers or by accessing such systems through third-party service providers, provided certain conditions related to deployment proposals are met.”Open the source ↗ |
Amounts keep the filing's own wording (at least, up to, about). They are not added up: a compute commitment, a lease and an equity round are different kinds of money.
Financialsfrom its filings
Company file
AMD: figures from its filings
Built from Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026. Every figure opens the exact text it comes from.
Sources · 1
- Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026 · 2 quoted passages
Data sources3 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| Anthropic, PBC, Form S-1 registration statement ↗2 quoted passages · sec.gov | Money | 26 Oct 2026 | 27 Oct 2026 | when a new document is filed | read from the document |
| AI Systems Map links31 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.