AMD expanded its collaboration with Samsung to secure next-generation HBM4 and DDR5 memory. This supply supports upcoming Instinct AI accelerators and EPYC CPUs. The partnership aims to stabilize AMD's AI supply chain.

AMD launched a multi-year partnership with Nutanix, including a $150 million investment. The companies will jointly develop an open, full-stack AI infrastructure platform. AMD is also working with Celestica to market the new Helios rack-scale AI platform.

AMD is negotiating with Ho Chi Minh City officials to establish a research and development center in Vietnam. This move signals an expansion of the company's global R&D footprint. AMD shares rebounded following these announcements as investor confidence improved.