Map / AI chips and networking
AMD AMD
Second GPU supplier; 6 GW deals each with OpenAI and Meta; Helios racks shipping.
Depends on
- TSMC: 2nm server CPUs and MI455X. AMD Venice is the first x86 server CPU on TSMC 2nm. Moor Insights & Strategy, 2026-07-24
- ASE / SPIL: Packaging capacity. AMD providing strategic backing to ASE and SPIL capacity. TrendForce, 2026-08-05
- Samsung Memory: HBM4 for MI455X. AMD secures Samsung HBM4 for the MI455X. TrendForce, 2026-03-19
Supplies
- OpenAI: MI450 / Helios racks, 6 GW. Revenue shipments start end of Q3 2026. Moor Insights & Strategy, 2026-07-24
- Meta: GPUs, up to 6 GW. Expanded partnership announced Feb 24, 2026. AMD, 2026-02-24
Data as of 2026-10-01. Cite as: Ye, Mike. "AMD" (amd). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/amd/. How to cite.