AMD & Microsoft
53 shared events · Importance 9 · Last updated Aug 23, 2026
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Tech
AMD: AMD launched Helios, its first rack-scale AI system, and secured Microsoft as a key customer, boosting its AI revenue prospects and market share against Nvidia.
Microsoft: Microsoft expanded its partnership with AMD, deploying Helios on Azure for AI inference, adding infrastructure diversity and reducing reliance on Nvidia.
Jul 20, 2026 · 42 articles
Tech
AMD: AMD>>> is a dominant supplier of CPUs for Windows laptops, and Nvidia>>>'s new processors will increase competition for AMD>>> in this segment.
Microsoft: Microsoft>>> unveiled a comprehensive suite of AI initiatives, including new hardware, software, and models, aiming to solidify its position in the AI market and reduce its reliance on partners like OpenAI>>>. This move is expected to boost its market share and competitive edge.
May 30, 2026 · 34 articles
Business
AMD: Rallied on AI optimism and expanded partnership with Microsoft. Benefited from the chip sector rebound.
Microsoft: Reported strong quarterly earnings, with Azure growth and AI monetization reassuring investors. Stock surged to its best day in 18 years, adding $450 billion in market value.
Jul 14, 2026 · 280 articles
Tech
AMD: AMD faces increased competition in the PC chip market due to Nvidia's entry with the RTX Spark, potentially impacting its market share and stock performance.
Microsoft: Microsoft collaborated with Nvidia to 'reinvent the PC' for the AI era, with its Windows for Arm operating system supporting the new RTX Spark chip, indicating a strategic alignment to advance AI PCs.
May 26, 2026 · 159 articles
Tech
AMD: AMD is expected to supply processors for the IdeaPad Vibe, reinforcing its position in the budget laptop segment and potentially increasing unit shipments.
Microsoft: Microsoft's reported increase in Windows OEM licensing fees raises costs for budget laptops, potentially affecting the competitiveness of Windows devices against Apple's MacBook Neo.
Aug 12, 2026 · 8 articles
Business
AMD: AMD is the lead investor and chip supplier, committing up to $5 billion and securing a major customer for its MI450 GPUs, strengthening its AI market position.
Microsoft: Microsoft is a customer of AMD's Helios rackscale solutions and may benefit from AMD's strengthened AI infrastructure.
Jul 22, 2026 · 57 articles
Business
AMD: AMD saw its stock decline, contributing to the overall weakness in the technology sector.
Microsoft: Microsoft's stock declined, acting as a significant drag on the broader market due to its influence as a tech heavyweight.
Jun 16, 2026 · 56 articles
Business
AMD: Included in the framework; part of the AI semiconductor space.
Microsoft: Included in the framework; report suggests its valuation demands near-flawless execution.
Aug 23, 2026 · 6 articles
Business
AMD: AMD (AMD) is a recipient of the 2026 Visionary Growth Leadership Best Practices Recognition, which could positively influence its brand image and investor perception.
Microsoft: Microsoft is a recipient of the 2026 Visionary Growth Leadership Best Practices Recognition, which could positively influence its brand image and investor perception.
Jun 15, 2026 · 6 articles
Business
AMD: AMD stumbled after earnings that beat estimates but fell short of lofty expectations.
Microsoft: Microsoft lost 1.1% on Wednesday.
Aug 06, 2026 · 37 articles
Business
AMD: Fell up to 9% in a single session.
Microsoft: Less directly impacted; part of hyperscaler spending.
Apr 20, 2026 · 344 articles
Tech
AMD: AMD is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival AMD's offerings, potentially impacting AMD's market share.
Microsoft: Microsoft is collaborating with Nvidia on new AI superchips for PCs, which will 'reinvent the PC' for the AI era, indicating a significant partnership that could boost both companies' positions in the AI PC market.
May 31, 2026 · 28 articles
Tech
AMD: AMD is a current supplier of CPUs to ByteDance and has also raised prices. The shift towards custom CPUs by major tech companies could affect AMD's future demand.
Microsoft: Microsoft is developing its own custom CPUs, reflecting the growing trend among hyperscalers to create proprietary silicon.
May 28, 2026 · 6 articles
Business
AMD: AMD debuted on the Fortune Global 500 at No. 478, reflecting its growth in the semiconductor industry.
Microsoft: Microsoft ranked No. 18 and was one of four U.S. tech companies with over $100 billion in profits, reflecting its strong financial performance.
Jul 28, 2026 · 17 articles
Domestic
AMD: AMD, a chipmaker, is an employer involved in the RaiseMe project, supporting initiatives to address the impact of AI on employment.
Microsoft: Microsoft is an anchor partner with RaiseMe, contributing to the nonprofit's efforts to address AI's impact on the workforce through education and training.
Jun 25, 2026 · 7 articles
Business
AMD: AMD is gaining market share in AI accelerators, contributing to Nvidia's expected market share decline.
Microsoft: Microsoft is designing in-house chips and increasing capital spending on AI, contributing to potential demand slowdown for Nvidia.
Jun 27, 2026 · 6 articles
Tech
AMD: AMD is a key competitor; its EPYC processors claim higher rack-level throughput, challenging Nvidia's CPU push, but faces ARM vs x86 debate.
Microsoft: Microsoft is mentioned as a hyperscaler developing custom processors, potentially limiting dependence on Nvidia.
Jul 15, 2026 · 6 articles
Business
AMD: Advanced Micro Devices (AMD) saw its shares rise significantly, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
Microsoft: Microsoft's stock was down, indicating some pressure on major technology companies within the software sector.
May 20, 2026 · 72 articles
Business
AMD: AMD has also invested in photonics companies like Ayar Labs and acquired Enosemi, showing its commitment to addressing AI infrastructure challenges.
Microsoft: Microsoft's venture arm also backed nEye, indicating its strategic interest in photonics for future AI infrastructure.
May 29, 2026 · 6 articles
Business
AMD: AMD competes with Nvidia in AI chips; its demand for memory also contributes to supply tightness.
Microsoft: Microsoft raised Xbox price by $100 due to memory costs; its Azure AI investments also drive memory demand.
Jun 17, 2026 · 199 articles
Business
AMD: AMD secures up to 2.5 GW of data center capacity for AI deployments, strengthening its infrastructure position. The deal involves warrants and collaboration on design, but AMD's stock fell 4% on the announcement.
Microsoft: Microsoft is mentioned as a partner of AMD for deploying Helios rack-scale AI systems on Azure, but is not directly involved in this deal.
Jul 28, 2026 · 7 articles
Tech
AMD: AMD will face new competition from Qualcomm's Snapdragon C Platform in the entry-level laptop segment, potentially impacting its market share.
Microsoft: Microsoft's Copilot+ PC requirements are mentioned in relation to the Snapdragon C Platform, indicating the platform's positioning within the Windows ecosystem.
May 28, 2026 · 10 articles
Business
AMD: Microsoft agreed to deploy AMD's Helios AI system on Azure, a separate but related cloud infrastructure deal.
Microsoft: Microsoft strengthens its Azure cloud business and enterprise AI offerings through deeper integration with Databricks. The partnership drives adoption of Azure Cobalt and Azure Databricks, potentially increasing Azure revenue and competitive positioning.
Jul 23, 2026 · 20 articles
International
AMD: The European Union will continue to rely on AMD for GPUs, demonstrating the ongoing need for cooperation with international partners.
Microsoft: Microsoft is a US cloud provider that could be excluded from highly critical state tenders in the European Union due to new strict criteria aimed at reducing dependence on foreign tech.
May 30, 2026 · 52 articles
International
AMD: AMD has experienced increased demand from AI applications, indicating its participation in the growing AI chip market.
Microsoft: Microsoft is a customer of Nubank, and Nubank is working with it to ensure sufficient memory chip supply for its AGI CPU.
Jun 02, 2026 · 6 articles
Business
AMD: AMD is part of the Lightwell ecosystem, contributing to security fix distribution.
Microsoft: Microsoft collaborates with IBM and OpenShift on Lightwell, integrating fixes into its cloud and tools.
Aug 04, 2026 · 8 articles
Tech
AMD: AMD collaborates with Meta to optimize Muse Glimmer performance on its hardware.
Microsoft: Microsoft invests in OpenAI and Anthropic and offers coding tools, competing with Meta's Muse Code.
Jul 25, 2026 · 114 articles
Domestic
AMD: AMD faces potential market share loss in China as the plan aims to squeeze out foreign suppliers by relying on domestic technology for AI chips.
Microsoft: Microsoft is mentioned as a comparison point for AI investment, highlighting the scale of global AI spending, but is not directly impacted by China's plan.
Jun 09, 2026 · 9 articles
Tech
AMD: AMD' Ryzen AI Max+ 395 processor is featured in Inforchain Digital Technology Co. Ltd.'s PF59 mini workstation, demonstrating its role as a key component supplier.
Microsoft: Inforchain Digital Technology Co. Ltd.'s tablet range includes devices running Microsoft, indicating its continued use as an operating system.
Jun 04, 2026 · 6 articles
Business
AMD: AMD produces GPUs that use HBM chips, making it an indirect beneficiary of SK Hynix's capacity expansion.
Microsoft: Microsoft is a major hyperscaler investing in AI infrastructure, driving demand for SK Hynix's memory chips.
Apr 20, 2026 · 247 articles
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