AMD

AMD is a semiconductor company spanning CPUs, GPUs and AI accelerators, with data centers and AI servers emerging as its main growth drivers. It is preparing to unveil 2-nanometer EPYC chips made by TSMC and launch the rack-scale Helios system, while using acquisitions, partnerships and increased investment in the United Kingdom and Taiwan to strengthen its technology and supply chain. At the same time, prioritization of AI server capacity has brought some older CPUs back to the PC market. Its product roadmap, access to advanced-process capacity and competition with NVIDIA and Intel will influence the AI infrastructure and semiconductor market landscape.