United States · Business news · AI & Tech · 04 Aug 2026
AI: Chips and hardware · AMD · Anthropic — more AI news
AMD reported second-quarter revenue of $11.5 billion and net income of $2.3 billion. Data Center segment revenue was $6.7 billion, up 107% from a year earlier. The company guided third-quarter revenue to approximately $13 billion, plus or minus $300 million, with a non-GAAP gross margin of about 56%. Its release cited a strategic partnership with Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs and listed Meta, Microsoft, OpenAI and Oracle among customers deploying its Helios systems.
AMD's $6.7 billion of data-centre revenue is small beside Nvidia's, but a 107% growth rate and an Anthropic commitment of up to 2 gigawatts of MI450 GPUs show large AI buyers adding a second chip supplier. For AI labs and cloud providers that is leverage on price and supply; for AMD it is the base for a guided $13 billion quarter. The release gives no dollar value for the Anthropic partnership.
Reported by AMD (SEC Form 8-K) — “AMD Reports Second Quarter 2026 Financial Results” ↗ on 04 Aug 2026.
Official series on 04 Aug 2026 or the last day before it, and the latest observation.
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