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AMD Partnerships Expand Data Center Growth Outlook After Revenue Jump

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AMD is positioning for continued data center growth through partnerships. The deal with Core Scientific provides access to up to 2.5 gigawatts of U.S. data center capacity for Instinct GPUs, EPYC processors, and ROCm software. AMD also committed up to $5 billion in Anthropic, and Cerebras plans to deploy AMD Helios in its data centers, offered via Cerebras Cloud in H2 2026. Analysts remain positive.

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