AMD · Earnings call · 2026Q3T · Full report

Acquisition / Partnership / Divestiture

ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 34 · Surprise 42

AMD announced acquisitions of Taalas and World Labs during the third quarter and expects both transactions to close by year-end 2026. Taalas brings an engineering team and specialized silicon for low-latency, efficient inference, which AMD plans to integrate across its solutions portfolio. World Labs brings spatial-intelligence research and models, and its CEO, Fei-Fei Li, is expected to join AMD as Chief Scientist; the expected fourth-quarter diluted share count includes the estimated impact of closing both acquisitions.

Key facts

• AMD announced the acquisition of Taalas, whose engineering team and specialized silicon are intended to strengthen its low-latency, efficient inference portfolio; AMD planned to integrate the technology across its solutions portfolio.
• AMD announced the acquisition of World Labs for its spatial-intelligence research team and models that understand the physical world.
• AMD expected Q4 2026 diluted share count of approximately 1.67 billion shares, including the estimated impact of closing the Taalas and World Labs acquisitions.
• AMD expected the Taalas and World Labs acquisitions to close by the end of 2026.
• OpenAI selected AMD Turin EPYC processors as host CPUs for its first custom accelerator platforms.