- AMD (NASDAQ:AMD) and Nutanix (NASDAQ:NTNX) formed a multi‑year partnership to jointly develop an open, full‑stack AI infrastructure platform designed for agentic AI across data centre, hybrid, and edge environments
- AMD will invest US$150 million in Nutanix and provide up to US$100 million in funding to support joint engineering and go‑to‑market efforts, with the equity investment expected to close in Q2 2026
- First jointly developed agentic AI platform is expected in late 2026, aiming to deliver high‑performance, production‑ready AI solutions built on AMD EPYC CPUs, Instinct GPUs, and Nutanix orchestration technologies
- Advanced Micro Devices stock (NASDAQ:AMD) last traded at US$$210.50 and Nutanix stock (NASDAQ:NTNX) last traded at US$$41.86
Advanced Micro Devices (NASDAQ:AMD) and Nutanix (NASDAQ:NTNX) signed a multi‑year partnership aimed at jointly developing an open, full‑stack AI infrastructure platform designed to support the growing class of agentic AI applications across enterprise, cloud, and edge environments.
A news release from the companies reflects an intent to foster an open AI ecosystem that emphasizes customer choice, interoperability, and production‑ready deployment.
Focus on open, scalable AI infrastructure
According to the announcement, the collaboration will align AMD’s silicon innovation — including EPYC CPUs and Instinct GPUs — with Nutanix’s cloud orchestration and Kubernetes platforms to create scalable AI systems optimized for inference at the enterprise level. The companies plan to integrate AMD’s ROCm software ecosystem and its Enterprise AI platform directly into Nutanix’s AI stack, enabling unified lifecycle management and broad support for open‑source and commercial AI models.
The partnership is structured to produce “production‑ready agentic AI platforms” across data centres, hybrid environments, and edge deployments. By optimizing Nutanix Cloud Platform and Nutanix Kubernetes Platform for AMD hardware, the companies aim to deliver high‑performance AI solutions supported by a wide network of OEM partners.
Financial commitment and joint roadmap
AMD will make a US$150 million strategic equity investment in Nutanix at US$36.26 per share, with the transaction expected to close in Q2 2026 subject to regulatory approvals. In addition, AMD will provide up to US$100 million in funding to support joint engineering and go‑to‑market initiatives intended to speed adoption of the co‑developed AI platform.
Both companies have outlined a joint roadmap that brings together open runtime software, high‑density compute, and cloud orchestration to deliver next‑generation AI infrastructure. The first jointly developed agentic AI platform is expected to reach the market beginning late 2026.
Advancing an open ecosystem for enterprise AI
The announcement emphasizes that enterprise AI is entering an era where inference workloads dominate, making openness and architectural flexibility increasingly critical. AMD reiterated its commitment to open standards and interoperable software frameworks as fundamental to supporting enterprise‑scale AI innovation.
The jointly engineered platform will be designed to provide high‑performance inference acceleration through AMD Instinct GPUs and EPYC CPUs, alongside unified management via Nutanix Enterprise AI. This approach aims to give enterprises the ability to deploy AI models without reliance on vertically integrated or proprietary AI stacks
A new class of open AI infrastructure?
Together, AMD and Nutanix plan to introduce what they describe as a new class of enterprise AI infrastructure supporting multimodal inference services, industry‑specific applications, and AI agents that require efficient resource scaling. The combined technologies will support the demands of next‑generation AI workloads in environments ranging from edge deployments to large data centres.
Advanced Micro Devices stock (NASDAQ:AMD) closed 1.5 per cent lower at US$$210.50 but has risen more than 100 per cent since this time last year.
Nutanix stock (NASDAQ:NTNX) closed 10.5 per cent higher at US$$41.86 but has lost 44 per cent since this time last year.
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