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AMD10-K: Market share loss

Nvidia and Intel partner on new data center products, creating significant competitive pressure for AMD.

What happened

A September 2025 partnership between key rivals Nvidia and Intel to develop new data center and client platform products threatens to increase competition and pricing pressure, potentially limiting AMD's market share and margins.

Source

SEC EDGARFeb 3, 2026

Annual report (Form 10-K)

AMD 10-K for FY2025

Filing excerpt

For example, in September 2025, Nvidia announced a partnership and investment in Intel to partner on new data center and client platform products.

sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market share loss

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/27
Filed
Feb 3, 2026

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The full record

From the Signal API record

Details

CIK
2488
Accession number
0000002488-26-000018
Timeframe
Multi year
Filing year
2026
Why it matters
Urgency to improve

Topics and mentions

Technologies

  • data center
  • client platform

Competitors

  • Intel
  • Nvidia

Extraction

Confidence
High
Relevance
100%
Sentiment
Negative
Detected
Feb 10, 2026
signal_type
sec-10k
signal_subtype
marketShareLoss

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/92a36cc5-6eb3-4465-a213-f66a264de11e returns this record as JSON. POST /v1/companies/enrich returns every signal for amd.com.

{
  "signal_id": "92a36cc5-6eb3-4465-a213-f66a264de11e",
  "signal_type": "sec-10k",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-02-10T07:49:36.395+00:00",
  "company": {
    "name": "AMD",
    "domain": "amd.com"
  },
  "data": {
    "detail": "A September 2025 partnership between key rivals Nvidia and Intel to develop new data center and client platform products threatens to increase competition and pricing pressure, potentially limiting AMD's market share and margins.",
    "metrics": {
      "timeframe": "multi_year"
    },
    "summary": "Nvidia and Intel partner on new data center products, creating significant competitive pressure for AMD.",
    "excerpts": "For example, in September 2025, Nvidia announced a partnership and investment in Intel to partner on new data center and client platform products.",
    "relevance": 1,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm",
    "filing_date": "2026-02-03",
    "filing_year": 2026,
    "fiscal_year_end": "12/27",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "competitors_mentioned": [
      "Intel",
      "Nvidia"
    ],
    "technologies_mentioned": [
      "data center",
      "client platform"
    ]
  }
}

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