# Who are AMD's customers? Who does AMD earn revenue from?
Canonical: https://valuechain.wiki/amd · Facet: customers · Updated: 2026-07-12T08:20:40.904419+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: AMD's confirmed revenue counterparties include 마이크로소프트, OpenAI, ASUSTeK Computer plus 4 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 7 revenue edges, backed by 9 dated sources, 1 of them primary filings (as of 2026-07-12).

### 마이크로소프트 (high)  → /microsoft.md
- note: Runs production Copilot workloads on MI300X in Azure.
- [mentions] S&P Global Market Intelligence (EN, research, published 2026-03-01) https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/amd-s-next-generation-ai-chips-set-to-power-2026-data-center-growth: "Research (2026): AMD data-center GPU revenue seen $15B in 2026 (+114%), MI400 series ~$7.2B. Per-customer amounts not disclosed."
- [confirms] AMD (EN, ir, published 2025-06-12) https://ir.amd.com/news-events/press-releases/detail/1201/amd-accelerates-pace-of-data-center-ai-innovation-and-leadership-with-expanded-amd-instinct-gpu-roadmap: "Microsoft, Meta and OpenAI committed to MI350 deployments."

### OpenAI (high)  → /openai.md
- note: 6 gigawatt AI infrastructure deal (MI450, from 2H 2026).
- [confirms] TheElec (KO, news, published 2025-10-07) https://www.thelec.kr/news/articleView.html?idxno=41883: "AMD and OpenAI signed a 6GW GPU supply deal."
- [confirms] Korea Economic Daily (KO, news, published 2025-10-06) https://www.hankyung.com/article/202510067187i: "Samsung HBM customer AMD will supply AI accelerators to OpenAI in bulk."

### 에이수스(ASUS) (high)  → /asustek.md
- note: Supplies Ryzen/EPYC CPUs and Radeon GPUs to ASUS — competing with Intel as a dual source across ROG gaming and server lines.
- [confirms] ASUSTeK Computer (EN, filing, published 2025-03-30) https://www.asus.com/EVENT/Investor/Content/attachment_en/2024_Annual_Report.pdf: "See counterpart edge source."

### HPE (high)  → /hpe.md
- note: Alongside NVIDIA, HPE builds AI servers on AMD silicon. The ProLiant Compute XD685 pairs eight AMD Instinct MI325X GPUs with two AMD EPYC CPUs, ProLiant Gen12 servers run 5th Gen EPYC, and its Cray-based El Capitan exascale supercomputer uses AMD Instinct MI300A.
- [confirms] Data Center Dynamics (EN, news, published 2024-10-11) https://www.datacenterdynamics.com/en/news/hpe-dell-lenovo-and-supermicro-detail-new-server-offerings-featuring-amds-new-mi325x-gpus-and-epyc-cpus/: "HPE's ProLiant Compute XD685 packs eight AMD Instinct MI325X accelerators and two AMD EPYC CPUs into a 5U chassis for AI model training."

### 메타 플랫폼스 (high)  → /meta.md
- note: Uses MI300X for Llama 3 and 4 inference.
- [mentions] Data Center Dynamics (EN, news, published 2026-05-06) https://www.datacenterdynamics.com/en/news/amd-posts-q1-2026-data-center-revenue-of-58bn-forecasts-120bn-server-cpu-income-by-2030/: "Q1 FY2026 data-center revenue $5.8B (+57%), driven by MI350 and EPYC demand."
- [confirms] AMD (EN, ir, published 2025-06-12) https://ir.amd.com/news-events/press-releases/detail/1201/amd-accelerates-pace-of-data-center-ai-innovation-and-leadership-with-expanded-amd-instinct-gpu-roadmap: "Meta uses MI300X for Llama inference."

### Oracle (mid)  → /oracle.md
- metric: Units 50,000 GPU · 2026 · MI450 supercluster
- note: Supplies Instinct MI450 GPUs to OCI.
- [confirms] CIO Dive (EN, news, published 2025-10-15) https://www.ciodive.com/news/oracle-amd-nvidia-AI-infrastructure/802772/: "Supplies Instinct MI450 GPUs to OCI."
- [confirms] Oracle (EN, ir, published 2025-10-14) https://www.oracle.com/news/announcement/ai-world-oracle-and-amd-expand-partnership-to-help-customers-achieve-next-generation-ai-scale-2025-10-14/: "Oracle to offer a publicly available 50,000 MI450 supercluster (starting Q3 2026)."

### Hewlett Packard Enterprise (mid)  → /hpe.md
- note: AMD supplies datacenter silicon to HPE, whose ProLiant Compute XD685 and Cray El Capitan use AMD Instinct GPUs and EPYC CPUs.
- [confirms] Data Center Dynamics (EN, news, published 2024-10-11) https://www.datacenterdynamics.com/en/news/hpe-dell-lenovo-and-supermicro-detail-new-server-offerings-featuring-amds-new-mi325x-gpus-and-epyc-cpus/: "HPE's ProLiant Compute XD685 carries eight AMD Instinct MI325X accelerators and two AMD EPYC CPUs."

Reverse side: https://valuechain.wiki/amd/suppliers.md · Ripple: https://valuechain.wiki/amd/ripple.md

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