AMD Discloses $1.3 Billion Portfolio, Including $150M Nutanix Equity Investment
AMD disclosed major portfolio positions, including Absci shares surging while $201.1 million in cash and marketable securities funds operations into H2 2028. AMD sold its ZT Systems server rack integration unit to Sanmina and holds Sanmina stock. Data Center revenue doubled to $6.718 billion, and AMD committed $150 million plus up to $100 million in joint R&D with Nutanix for agentic AI infrastructure.