AMD Today: 2nm ‘Venice’ CPUs & MI400 AI Accelerators Confirmed for 2026 as Shares Flicker Ahead of Nov. 11 Analyst Day
AMD confirmed its 2nm Epyc “Venice” CPUs and Instinct MI400 accelerators will launch in 2026, echoing statements from this week’s earnings call. Shares slipped intraday after AMD reported record Q3 revenue of $9.2 billion and guided Q4 above consensus. Analyst Day is set for November 11 in New York. Reports highlight competitive pressure from a potential Intel–NVIDIA partnership.