AMD acquires MEXT to boost data center memory capacity, as AI workloads strain infrastructure resources.

What happened: Advanced Micro Devices announced the acquisition of MEXT, a startup that has developed predictive memory technology allowing flash storage to function more like DRAM. Financial terms were not disclosed. AMD plans to integrate the technology across its data center portfolio and bring MEXT's engineering team into the company.

Why it matters: Data centers are facing growing memory constraints as AI models, analytics, and high-performance computing workloads expand in size and complexity. MEXT's technology addresses this by expanding usable memory capacity while maintaining performance, which can help enterprise customers reduce infrastructure costs and improve resource utilization—a tangible cost concern as AI deployment scales.

What to watch: The deal strengthens AMD's position as a credible second GPU source alongside Nvidia, particularly as Citi projects AMD's AI sales will reach $33 billion（約5.3兆円） by 2027. The acquisition adds software-layer capability to complement AMD's existing GPU and CPU hardware offerings for data center infrastructure.