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Rackspace10-Q: Supplier concentration

Rackspace's new Enterprise AI business is substantially dependent on its partnership with AMD.

What happened

The company's strategic Enterprise AI initiative is built around a partnership with AMD for GPU hardware. Any deterioration in this relationship, changes in AMD's strategy, or supply chain issues could materially and adversely affect Rackspace's ability to deliver its new AI solutions.

Source

SEC EDGARAug 10, 2026

Quarterly report (Form 10-Q)

Rackspace 10-Q

Filing excerpt

Our Enterprise AI business depends substantially on our relationship with Advanced Micro Devices, Inc. ('AMD') as well as on other partners...

sec.gov/Archives/edgar/data/1810019/000181001926000093/rxt-20260630.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

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

Fiscal year end
06/30
Filed
Aug 10, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1810019
Accession number
0001810019-26-000093
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • AI
  • GPU

Vendors

  • Advanced Micro Devices
  • Inc. (AMD)
  • Palantir Technologies
  • Inc.
  • VMware by Broadcom
  • Uniphore Technologies
  • Rubrik

Vendors named

  • Advanced Micro Devices, Inc. (AMD)
  • Palantir Technologies, Inc.
  • VMware by Broadcom
  • Uniphore Technologies, Inc.
  • Rubrik, Inc.

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Aug 11, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/2ce3a39e-2045-45bf-b887-47fef673ba17 returns this record as JSON. POST /v1/companies/enrich returns every signal for rackspace.com.

{
  "signal_id": "2ce3a39e-2045-45bf-b887-47fef673ba17",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-08-11T08:07:45.803+00:00",
  "company": {
    "name": "Rackspace",
    "domain": "rackspace.com"
  },
  "data": {
    "detail": "The company's strategic Enterprise AI initiative is built around a partnership with AMD for GPU hardware. Any deterioration in this relationship, changes in AMD's strategy, or supply chain issues could materially and adversely affect Rackspace's ability to deliver its new AI solutions.",
    "summary": "Rackspace's new Enterprise AI business is substantially dependent on its partnership with AMD.",
    "excerpts": "Our Enterprise AI business depends substantially on our relationship with Advanced Micro Devices, Inc. ('AMD') as well as on other partners...",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1810019/000181001926000093/rxt-20260630.htm",
    "filing_date": "2026-08-10",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "vendors_mentioned": [
      "Advanced Micro Devices, Inc. (AMD)",
      "Palantir Technologies, Inc.",
      "VMware by Broadcom",
      "Uniphore Technologies, Inc.",
      "Rubrik, Inc."
    ],
    "technologies_mentioned": [
      "AI",
      "GPU"
    ]
  }
}

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