What AMD makes for data centers
public · HQ Santa Clara, US · amd.com · also known as: Xilinx
AMD designs EPYC server CPUs and Instinct MI-series GPU accelerators, including the rack-scale Helios platform, plus Pensando-brand DPUs and SmartNICs and, from its Xilinx acquisition, FPGAs used in networking and acceleration. It is a founding participant in the UALink consortium for scale-up accelerator interconnect.
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
7 parts across 3 layers
AMD reports Data Center as a named segment: "For the full year 2025, Data Center segment revenue was a record $16.6 billion, up 32% year-over-year" (Q4/FY2025 results press release, ir.amd.com).
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Merchant GPUs / accelerators | manufacturer | inferred | Intel, Nvidia | Instinct MI350/MI400 |
| Server CPUs | manufacturer | inferred | Arm, Intel, Nvidia, Ampere | EPYC |
| NICs / SuperNICs | manufacturer | inferred | Broadcom, Intel, Marvell, Nvidia | Pensando/Pollara |
| DPUs | manufacturer | inferred | Microsoft, Intel, Marvell, Nvidia | Pensando |
| FPGAs | manufacturer | inferred | Lattice, Achronix, Altera |
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Scale-up fabric | manufacturer | inferred | Alphabet (Google), Astera Labs, Broadcom, Nvidia, UALink consortium | Infinity Fabric |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rack-scale systems | designer | inferred | Quanta Computer, ASRock Rack, ASUS, Cisco, Compal, Dell | AMD design arm; manufacturing → Sanmina SANM; 2025 |
Disclosed customers
Verification: enriched, last verified 2026-08-27. Sources: ir.amd.com.· Markdown · JSON