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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-instinct-rackscale-window@catalyst-calendar.local
DTSTAMP:20260720T200522Z
DTSTART:20260722T160000Z
DTEND:20260722T163000Z
SUMMARY:AMD Advancing AI 2026与下一代AI GPU/机架级平台路线窗口
DESCRIPTION:AMD将在2026年7月22日至23日于旧金山举办Advancing AI 2026。该活动是AMD披露AI GPU、EPYC、ROCm、网络和机架级AI平台进展的核心窗口，可能影响NVIDIA竞争格局、AI服务器供应链和HBM需求预期。\\nImpact score: 90\\nExpected: 市场关注MI系列后续路线、Helios/机架级系统、ROCm生态、云客户采用、HBM供应和与NVIDIA Blackwell/Rubin平台竞争力。\\nAffected: AMD(subject\, unknown\, score 92)\; NVDA(peer\, unknown\, score 82)\; SOXX(etf\, mixed\, score 76)\; TSM(supplier\, unknown\, score 76)\; 2330.TW(supplier\, mixed\, score 74)\; 000660.KS(supplier\, unknown\, score 74)\\nSources: AMD IR calendar: https://ir.amd.com/news-events/ir-calendar\\nAMD Advancing AI event page: https://www.amd.com/en/corporate/events/advancing-ai.html\\nAMD press release: https://ir.amd.com/news-events/press-releases/detail/1283/amd-announces-advancing-ai-2026\\nAMD corporate events: https://www.amd.com/en/corporate/events.html\\nAMD investor relations events: https://ir.amd.com/\\nAMD Q1 2026 financial results page: https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results\\nAMD Q1 2026 results: https://www.amd.com/en/newsroom/press-releases/2026-5-5-amd-reports-first-quarter-2026-financial-results.html\\nAMD announcement press release: https://www.amd.com/en/newsroom/press-releases/2026-4-28-amd-announces-advancing-ai-2026-.html\\nAMD Taiwan ecosystem investment announcement: https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure\\nAMD news and events: https://ir.amd.com/news-events\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-amd-advancing-ai-2026-instinct-rackscale-window
CATEGORIES:product_launch\,US\,AMD\,AI accelerator\,GPU\,HBM\,rack-scale AI\,AMD Advancing AI\,Instinct\,AI GPU\,AI基础设施\,Advancing AI\,MI450\,Helios\,AI加速器\,ROCm\,data center\,product roadmap\,investor_day\,AI\,EPYC\,AI infrastructure\,AI服务器\,机架级AI\,AI-accelerator\,data-center\,数据中心\,开放生态\,CPU\,产品发布\,产品路线图\,数据中心AI\,机架级平台\,OpenAI\,OCP\,open ecosystem\,生态伙伴\,rack-scale\,product launch\,MI400\,AI server
SEQUENCE:0
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TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: AMD Advancing AI 2026与下一代AI GPU/机架级平台路线窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: AMD Advancing AI 2026与下一代AI GPU/机架级平台路线窗口
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