AMD Boosts GPU Server Design Capabilities With ZT Systems Acquisition

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Patrick was ranked the #1 analyst out of 8,000 in the ARInsights Power 100 rankings and the #1 most cited analyst as ranked by Apollo Research. Patrick founded Moor Insights & Strategy based on in his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants.

, a leading hyperscale systems design and ODM house for GPU rack systems. I want to thank AMD CEO Lisa Su for her time yesterday to break the deal down for me.AMD acquires ZT’s rack-scale systems design and manufacturing assets for $4.9 billion in cash and stock . This is additive to the $1 billion AMD already invested in ZT over the past year.AMD will spin out and sell ZT’s manufacturing assets, keeping the systems design capabilities.

The deal has been approved by the AMD board and is expected to close in the first half of 2025, subject to regulatory approvals. It is expected to be accretive for AMD on a non-GAAP basis by the end of 2025.

That alignment extends to customers, too. Su talked about how focused Frank Zhang has been on the datacenter and cloud market over the past 15-plus years. This means that, rather than going broad, ZT has targeted relatively few—very important—companies to sell to. And while Su couldn't share any customer names, given that ZT is a private company, she did point out that “Every one of their customers is our customer.

 

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