ADVANCED MICRO DEVICES INC

Recent Highlights

•AMD solutions and software are powering superintelligence infrastructure at scale:

◦Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are running models and workloads on the first AMD Helios™ rackscale solutions, powered by AMD Instinct MI450 Series GPUs and 6 th Gen AMD EPYC CPUs.

◦HPEannounced that Vultr will deploy the first AMD Helios by HPE systems.

◦Oracle Cloud Infrastructure announced its OCI Compute E7 cloud compute instances will be powered by 6 th Gen AMD EPYC CPUs, supporting enterprise applications and the CPU services surrounding models.

◦AMD introduced the AMD Helion reference architecture, an open, flexible blueprint for building rack-scale agentic systems that lets customers configure the mix of CPUs and GPUs based on their workloads.

◦AMD ROCm™ 10 was released, bringing AI-native developer experiences to AMD platforms with ROCm.AI, along with performance improvements and updated libraries, compilers, frameworks, tools and model support.

◦The EuroHPC JUselected AMD Instinct MI430X GPUs and 6 th Gen AMD EPYC processors to power the LUMI-AI supercomputer.

◦Google Cloud and Microsoft announced general availability of storage-optimized cloud instances powered by 5 th Gen AMD EPYC CPUs.

•AMD is expanding its capabilities across the full superintelligence stack through strategic acquisitions:

◦AMD announced an agreement toacquire World Labs, bringing leading model research expertise to AMD to help shape superintelligence infrastructure and strengthen the open ecosystem.

◦AMD announced an agreement toacquire Taalas, adding specialized inference silicon technology to further differentiate AMD system-level solutions and deliver breakthrough inference performance and efficiency.

•AMD advanced its adaptive and embedded portfolio and expanded its role in physical AI systems:

◦AMD began sampling the AMD Versal™ AI Core XQRVC1902 space-grade adaptive SoC designed to support missions lasting up to 15 years.

◦Kodiak AIannounced that its next generation autonomous truck platform is powered by AMD EPYC processors.

◦AMDintroduced AMD Ross™, an agentic tool for embedded system design that helps customers accelerate time to market and improve performance for AMD embedded solutions.

•AMD expanded its PC offerings for local agentic superintelligence and gaming:

◦The AMD Ryzen™ AI Halo platform powered by Ryzen™ AI Max PRO 400 Series processorsis now available, bringing the performance, memory and software ecosystem developers and creators need to build and run models locally.

◦HP, Lenovo, Framework and GMKtec expanded availability of systems powered by AMD Ryzen™ AI Max PRO 400 Series processors.

◦AMDdebuted the Threadripper Halo Station, powered by the AMD Threadripper 9955WX CPU and AMD Instinct MI350p GPU, able to run trillion-parameter models locally.