AMD Ups The Ante With A Flurry Of Smaller Acquisitions

does this signal a change in strategy from large to smaller acquisitions ?

We recently highlighted AMD’s decision to increase its authorised share count by 78%, noting at the time that:

Increasing the share count authorization by 78% is a bold move on AMD’s part. It signals an intent by the company to be poised and ready should a significant opportunity come on the horizon. What that move might be is anybody’s guess. For now, it’s just a question of wait and see

While we posited that AMD may be considering a major acquisition along the lines of Xilinx, what we’ve seen from the company in recent weeks suggests a different approach, at least for now. You see, in just the past three weeks, AMD has made three separate acquisitions, all unique in nature, all relatively small and all tailored to advance AMD’s AI data center acceleration ambitions.

These deals follow on from the acquisition of silo.ai back in August 2024, details here, and Mipsology that same month, details here.

While these acquisition are all interesting in their own right, one in particular shines a light on what’s been happening (or perhaps not happening) in the world of AI accelerator startups in recent times. Let’s dig in….