Cathie Wood Sold AMD Into $1 Trillion
Cathie Wood sold more than $275 million of AMD on its run to $1 trillion and bought Nvidia instead, backing the incumbent over the challenger.
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At a glance
AMD designs processors, graphics and adaptive computing technology. Coverage follows its AI accelerators, data-center products and software ecosystem.
- Focus
- Instinct; EPYC; Ryzen; ROCm
- Reference
- AMD
Reviewed 19 October 2026. Dates retain the precision of the source; retrospective disclosures are identified in the event. Annual and quarterly semiconductor revenue is used instead of an unsupported ARR figure.
Company milestones
Revenue, funding, product launches and major company events, newest first. Expand the earlier milestones for more history.
Q2 revenue reaches $11.5B; Data Center $6.7B
Total quarterly sales rise 50% year over year; Data Center grows 107% and represents 58% of company revenue.
Source: AMDReports the launch of Helios and MI450
The quarterly update describes a broader rack-scale AI portfolio, alongside deployment agreements with cloud and model partners.
Source: AMD
Show earlier milestonesHide earlier milestones2026–1969 · 6 milestones
Earlier revenue, financing and company milestones.
FY2025 sales reach $34.6B
Revenue grows 34% from $25.8B in 2024. Data Center grows from $12.6B to $16.6B; these segment figures are included in company revenue.
Source: AMDMI350 shipments enter the growth story
AMD identifies the MI350 ramp and EPYC processor demand as drivers of its second-half data-center outlook.
Source: AMDLaunches the Instinct MI300 portfolio
MI300 accelerators broaden AMD’s offering for AI and high-performance computing.
Source: AMDCompletes the Xilinx acquisition
The all-stock transaction adds adaptive computing and FPGA products to AMD’s CPU and GPU portfolio.
Source: AMDLaunches EPYC server processors
The Zen-based EPYC 7000 family establishes a new server platform for cloud and enterprise computing.
Source: AMDAMD is founded
The semiconductor company’s later CPU, GPU and adaptive-computing businesses develop from this foundation.
Source: AMD
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