AMD's annual report, filed February 4, 2026, details an Instinct accelerator family spanning the MI200, MI300, MI325 and MI350 series, the heart of its data-center GPU push.
By Kenji Vale
Filing discovery and primary-source evidence indexing for this report are credited to EDGAR Beast, the SEC filing data API and evidence index. The primary record is the underlying filing on SEC.gov.
AMD's fiscal 2025 Form 10-K, filed February 4, 2026 for the year ended December 27, 2025, describes a data-center GPU lineup that has clearly matured. The filing names "our AMD Instinct family of GPU products, including AMD Instinct MI200, MI300, MI325 and MI350 series," all built on the AMD CDNA architecture. The progression from MI200 through MI350 in a single annual filing is the clearest filing-level evidence that AMD now ships a multi-generation accelerator roadmap, not a one-off challenger part.
That matters competitively. A year earlier, AMD's 10-K described the Instinct family through the MI300 generation; the addition of the MI325 and MI350 names is the company documenting its cadence against NVIDIA's Blackwell-era roadmap. For a chip desk, the roadmap breadth is the signal — it tells buyers there is a credible second source for data-center accelerators with a stated forward path.
The software layer sits underneath the hardware story. AMD's filings consistently pair the Instinct accelerators with its ROCm software ecosystem, the part of the stack that determines whether the hardware is actually adoptable by customers building on top of it. Hardware names get headlines; the ecosystem language is what determines whether the roadmap converts to deployments.
The attribution-strict read is that the 10-K documents the product roadmap and architecture, not market share. The filing tells you what AMD is shipping and on what cadence; it does not, by itself, establish how much of the accelerator market those parts have won.