AMD has signed a definitive agreement with Rackspace Technology to deploy 30 MW of AMD-based compute across Rackspace's...

AMD has signed a definitive agreement with Rackspace Technology to deploy 30 MW of AMD-based compute across Rackspace's global data centers, operationalizing an earlier MOU and establishing AMD as a strategic silicon-layer partner for Rackspace's governed AI stack source 10. The multi-year deployment, starting late 2026, will use AMD Instinct GPUs (MI355X, MI350P, and future) and EPYC CPUs, targeting regulated enterprise workloads like clinical AI. Concurrently, AMD acquired storage software startup MEXT to address the memory wall in AI computing source 1, source 11. Additionally, Nikkei Asia reports that Samsung is seeing rising advanced chip production requests from AMD, Google, and others as TSMC capacity remains tight, indicating AMD is diversifying its foundry partners source 19. These developments collectively strengthen AMD's AI infrastructure position. Counteracting this, AMD silently removed Transparent Secure Memory Encryption (TSME) from consumer Ryzen CPUs without notice, a security regression that may erode consumer trust but is unlikely to affect data center products source 2. Overall, the AI server pipeline looks robust.