EPYC server CPUs
6th Gen EPYC (Venice) in production ramp on TSMC 2nm since May 2026; AMD does not report EPYC revenue separately.
The numbers
What it is
x86 server processors for cloud, enterprise and AI host nodes. EPYC is AMD's share-gainer against Intel in servers. Venice (6th Gen EPYC) is the next generation, built on TSMC 2nm, and is paired with Instinct GPUs in Helios systems. Analyst Day targets call for server CPU revenue share above 50% over three to five years.
Why it matters to the stock. EPYC share gains lift Data Center margin and pull Intel's server share down. Venice on 2nm sets the pace for the next server refresh cycle.
News
AMD introduces Helion agentic AI rack blueprint, racks planned for November
AMD unveiled Helion, an open blueprint for agentic AI infrastructure built on the Helios rack approach and contributed to the Open Compute Project.
AMD adds MI350P PCIe GPU and 256-core EPYC 9996 at Advancing AI
Alongside the Helios launch, AMD introduced the Instinct MI350P, a PCIe card meant to add AI acceleration to existing servers, and the EPYC 9996 with 256 cores and 512 threads.
AMD and Microsoft expand Azure deal to deploy Helios racks
AMD and Microsoft announced an expanded collaboration to deploy AMD Helios rack-scale systems on Azure, mainly for frontier model inference.
Wells Fargo raises AMD price target to $615 on server CPU demand
Wells Fargo analyst Aaron Rakers raised his AMD price target to $615 on Tuesday, June 30, 2026, citing rising demand for server CPUs as the AI race shifts from training toward inference.
AMD starts Venice EPYC production ramp on TSMC 2nm in Taiwan
AMD said its 6th Gen EPYC Venice server CPU has entered production ramp in Taiwan on TSMC's 2nm process, with a later ramp planned at TSMC's Arizona fab.
AMD launches EPYC 8005 telecom and edge server CPUs with 8 to 84 cores
AMD launched its EPYC 8005 processor range for telecom, edge and storage workloads, reported on May 20, 2026.
AMD to invest $150M in Nutanix stock and fund up to $100M of joint AI work
AMD and Nutanix announced a multiyear partnership to build an open, full-stack enterprise AI platform.
AMD grants Meta a performance warrant for up to 160 million AMD shares
As part of the Meta agreement, AMD issued Meta a performance-based warrant for up to 160 million shares of common stock.
AMD guides Q1 2026 revenue to $9.8B, below expectations, and only about $100M of China MI308 sales
AMD guided first-quarter 2026 revenue to about $9.8 billion plus or minus $300 million, with non-GAAP gross margin near 55%.
AMD and Tata Consultancy Services announce AI adoption collaboration
AMD and TCS agreed a strategic collaboration to move enterprise AI projects from pilots into production and to modernize legacy systems and digital workplaces.
AMD previews Helios rack, MI455X GPUs and MI500 roadmap at CES 2026
At CES 2026 Lisa Su previewed Helios, AMD's rack-scale AI platform built on Instinct MI455X GPUs and Venice EPYC CPUs.