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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-amd-advancing-ai-2026-data-center-gpu-roadmap@catalyst-calendar.local
DTSTAMP:20260720T200525Z
DTSTART:20260722T160000Z
DTEND:20260722T163000Z
SUMMARY:AMD Advancing AI 2026数据中心AI路线图窗口
DESCRIPTION:AMD将在7月22日至23日举办Advancing AI 2026活动，市场关注Instinct加速器、网络、机架级系统、软件生态和AI收入路径，对AI算力和半导体竞争格局有产业链影响。\\nImpact score: 77\\nExpected: 形成AMD AI加速器与系统路线图的最新公开锚，影响市场对NVIDIA、Broadcom、Marvell、服务器OEM和云客户替代/补充供给的预期。\\nAffected: AMD(subject\, mixed\, score 90)\; NVDA(peer\, mixed\, score 72)\; SMH(etf\, mixed\, score 68)\; HPE(customer\, mixed\, score 62)\; AVGO(peer\, mixed\, score 58)\; TSM(supplier\, mixed\, score 58)\\nSources: AMD IR Calendar: https://ir.amd.com/news-events/ir-calendar\\nAMD press release: https://ir.amd.com/news-events/press-releases/detail/1283/amd-announces-advancing-ai-2026\\nAMD Q1 2026 Results: https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results\\nAMD press releases: https://ir.amd.com/news-events/press-releases\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-amd-advancing-ai-2026-data-center-gpu-roadmap
CATEGORIES:investor_day\,US\,investor_day\,AI GPU\,data center\,roadmap\,AI_GPU\,datacenter\,semiconductor\,AI accelerator\,GPU\,EPYC\,MI450\,Helios\,investor day\,Instinct\,AI\,data-center
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DESCRIPTION:Review catalyst preview: AMD Advancing AI 2026数据中心AI路线图窗口
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DESCRIPTION:Complete post-event review: AMD Advancing AI 2026数据中心AI路线图窗口
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