Alice Recoque, Europe's second exascale supercomputer, will enhance AI and HPC capabilities while promoting energy efficiency and sovereignty.
Quiver AI Summary
AMD and Eviden announced the development of the Alice Recoque supercomputer, which aims to enhance Europe's capabilities in AI and high-performance computing (HPC). This next-generation supercomputer will be powered by AMD's cutting-edge EPYC CPUs and Instinct MI430X GPUs, achieving over one exaflop of performance. Alice Recoque, Europe's second Exascale supercomputer, is being constructed with a budget of 544 million euros, funded by EuroHPC JU and various European partners. Designed to tackle critical scientific and societal challenges, it will optimize energy efficiency, featuring advanced cooling technologies and smart software for real-time monitoring and optimization. This collaboration underscores a commitment to boosting Europe's technological sovereignty and supporting innovation in fields like climate modeling and healthcare.
Potential Positives
- The Alice Recoque supercomputer will enhance Europe’s capabilities in AI and scientific computing, marking significant advancements in the region's technological landscape.
- It is positioned as France’s first and Europe’s second Exascale supercomputer, underscoring AMD's role in leading high-performance computing in Europe.
- The project demonstrates AMD's commitment to energy efficiency, achieving up to 50% better energy efficiency per GPU compared to other Exascale systems, aligning with European green computing goals.
Potential Negatives
- High financial commitment of 544 million euros for the project, which may raise concerns about cost management and resource allocation amid potential market fluctuations.
- Dependence on collaboration with multiple entities (EuroHPC JU, the Jules Verne Consortium, and Eviden), which may expose AMD to risks associated with partner reliability and project execution.
- Forward-looking statements acknowledge potential significant risks and uncertainties that could affect expected outcomes, raising investor caution regarding the feasibility of projected benefits.
FAQ
What is the Alice Recoque supercomputer?
The Alice Recoque supercomputer is Europe's second Exascale supercomputer, designed for AI and high-performance computing applications.
Who developed the Alice Recoque supercomputer?
Alice Recoque was developed by AMD and Eviden, a product brand of Atos Group, to meet Europe's computing needs.
What are the key specifications of Alice Recoque?
The supercomputer will feature next-gen AMD EPYC CPUs and MI430X GPUs, achieving over one exaflop of performance.
How will Alice Recoque enhance energy efficiency?
Alice Recoque is designed with reduced components, offering up to 50% better energy efficiency per GPU compared to other Exascale systems.
What impact will Alice Recoque have on research?
Alice Recoque will support breakthroughs in various fields, including climate modeling, healthcare, advanced materials, and AI innovation.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$AMD Congressional Stock Trading
Members of Congress have traded $AMD stock 7 times in the past 6 months. Of those trades, 7 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $150,000 on 08/15, 08/01, 07/30 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 08/07.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AMD Insider Trading Activity
$AMD insiders have traded $AMD stock on the open market 31 times in the past 6 months. Of those trades, 1 have been purchases and 30 have been sales.
Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months:
- LISA T SU (Chair, President & CEO) has made 0 purchases and 4 sales selling 225,000 shares for an estimated $36,893,351.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 17 sales selling 85,898 shares for an estimated $14,254,803.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 6 sales selling 19,450 shares for an estimated $3,139,293.
- PAUL DARREN GRASBY (EVP & CSO) sold 10,000 shares for an estimated $1,732,100
- PHILIP GUIDO (EVP & Chief Commercial Officer) purchased 8,800 shares for an estimated $999,328
- AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 2 sales selling 3,011 shares for an estimated $670,804.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AMD Hedge Fund Activity
We have seen 1,507 institutional investors add shares of $AMD stock to their portfolio, and 1,144 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 14,398,783 shares (+61.8%) to their portfolio in Q3 2025, for an estimated $2,329,579,101
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 6,868,568 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,111,265,616
- PRICE T ROWE ASSOCIATES INC /MD/ removed 6,000,374 shares (-22.8%) from their portfolio in Q3 2025, for an estimated $970,800,509
- FMR LLC removed 5,788,751 shares (-39.8%) from their portfolio in Q3 2025, for an estimated $936,562,024
- JENNISON ASSOCIATES LLC added 3,874,319 shares (+inf%) to their portfolio in Q3 2025, for an estimated $626,826,071
- WELLINGTON MANAGEMENT GROUP LLP added 3,735,807 shares (+335.9%) to their portfolio in Q3 2025, for an estimated $604,416,214
- WINSLOW CAPITAL MANAGEMENT, LLC added 3,448,089 shares (+inf%) to their portfolio in Q3 2025, for an estimated $557,866,319
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AMD Analyst Ratings
Wall Street analysts have issued reports on $AMD in the last several months. We have seen 18 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 11/12/2025
- Evercore ISI Group issued a "Outperform" rating on 11/12/2025
- Mizuho issued a "Outperform" rating on 11/12/2025
- Wedbush issued a "Outperform" rating on 11/10/2025
- CICC issued a "Outperform" rating on 11/07/2025
- Stifel issued a "Buy" rating on 11/05/2025
- Benchmark issued a "Buy" rating on 11/05/2025
To track analyst ratings and price targets for $AMD, check out Quiver Quantitative's $AMD forecast page.
$AMD Price Targets
Multiple analysts have issued price targets for $AMD recently. We have seen 29 analysts offer price targets for $AMD in the last 6 months, with a median target of $280.0.
Here are some recent targets:
- Aaron Rakers from Wells Fargo set a target price of $345.0 on 11/12/2025
- Joseph Moore from Morgan Stanley set a target price of $260.0 on 11/12/2025
- Vijay Rakesh from Mizuho set a target price of $285.0 on 11/12/2025
- Harsh Kumar from Piper Sandler set a target price of $280.0 on 11/12/2025
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 11/12/2025
- Vivek Arya from B of A Securities set a target price of $300.0 on 11/12/2025
- Suji Desilva from Roth Capital set a target price of $300.0 on 11/12/2025
Full Release
News Highlights
- The Alice Recoque supercomputer will expand Europe’s AI, scientific computing and research capabilities while ensuring energy efficiency and sovereignty.
- Alice Recoque will be powered by next-gen AMD EPYC CPUs and AMD Instinct MI430X GPUs to deliver more than one exaflop of HPL performance.
SANTA CLARA, Calif. and PARIS, Nov. 18, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) and Eviden , the Atos Group product brand leading in advanced computing, announced their selection to build Alice Recoque, a next-generation supercomputer to support the need for high performance computing (HPC) and AI, serving as an AI Factory. Alice Recoque will be France’s first and Europe’s second Exascale supercomputer, led by Grand équipement national de calcul intensif (GENCI), operated by Commissariat à l'énergie atomique et aux énergies alternatives (CEA), and powered by next-generation AMD AI and HPC compute technologies.
This project, representing an overall cost of 544 million euros, is funded by EuroHPC JU, with budget stemming from the Digital Europe Programme (DEP), and the Jules Verne Consortium, led by France through GENCI and CEA with the participation of Netherlands IT cooperation SURF and Greece with GRNET.
"We are committed to enabling the next generation of innovation across AI and HPC,” said Dan McNamara, senior vice president and general manager, Compute & Enterprise AI, AMD. “The Alice Recoque supercomputer represents a major step forward for European sovereign AI, uniting national ambition, regional collaboration, and AMD’s high-performance and AI compute technologies. Through our continued collaboration with EuroHPC JU, the Jules Verne Consortium, and Eviden, we are proud to support Europe’s scientific and industrial leadership with a platform purpose-built for scale, efficiency and discovery."
Emmanuel Le Roux, Group SVP, Global Head of Advanced Computing and AI, Eviden at Atos said, “ Alice Recoque represents another critical step toward Europe’s digital future, defined by a sovereignty, sustainability and scientific excellence. As a catalyst for scientific and industrial breakthroughs, from climate modeling and healthcare to advanced materials and AI innovation, it will empower researchers and industries across Europe. Born from a shared European vision, this AI Factory reflects on what we can achieve collectively toward a common goal. Eviden is fully dedicated to its success, bringing deep expertise, a collaborative spirit, and a long-term dedication to responsible technological leadership.”
An AI-HPC Factory to Tackle Europe’s Most Pressing AI Challenges
Alice Recoque will tackle Europe’s most pressing societal, scientific, and industrial challenges by combining large-scale simulations, data analysis, and AI.
Alice Recoque covers the entire computing lifecycle, integrating cutting-edge hardware, advanced AI software and proven AI use cases to deliver scalable high-impact solutions. This comprehensive project is a live implementation of the strong collaboration and commitment from Eviden and AMD to accelerate research and industrialization of AI use cases, with a major investment in both human and technological resources.
The Alice Recoque system is powered by next-gen AMD EPYC™ CPUs, codenamed “Venice,” AMD Instinct™ MI430X GPUs—a new MI400 Series accelerator engineered for sovereign AI and scientific computing— and AMD FPGAs, interconnected by Eviden’s network solution (BXI) into its newest BullSequana XH3500 platform, with DDN storage.
This powerful system will enhance climate modeling, accelerate innovation in materials and energy, enable digital twins for personalized medicine, and support next-gen European AI models.
Reaching Exascale with Fewer Resources and Reduced Energy Consumption
Composed of 94 racks, Alice Recoque is expected to be one of the top supercomputers in Europe for double-precision HPC workloads. It will also offer exceptional memory performance enabling deeper insights, faster simulations, and more scientific breakthroughs.
With 25 percent less racks and components than other Exascale systems and up to 50 percent better energy efficiency per GPU, Eviden’s architecture will enable Alice Recoque to deliver maximum performance at minimum cost and power, to meet Europe’s demanding green computing goals.
Alice Recoque supports advanced AI data types from the AMD Instinct MI430X GPUs, including FP4 and FP8, providing leadership AI FLOPs. Each GPU integrates 432 GB of HBM4 memory and 19.6 TB/s of bandwidth which will enable Alice Recoque to deliver leadership capacity and throughput per GPU.
Eviden’s integrated hardware and smart software, powered by AMD HPC and AI technologies, will deliver leading computing power with improved application workload energy efficiency. Real-time monitoring and energy optimization are enabled by Eviden’s Argos intelligent software, while its unique 5 th generation Direct Liquid Cooling technology uses warm water to cool 100% of all-in-one rack components, delivering efficiency and sustainability at scale.
About AMD
For more than 55 years AMD has driven innovation in high-performance computing, graphics and visualization technologies. AMD employees are focused on building leadership high-performance and adaptive products that push the boundaries of what is possible. Billions of people, leading Fortune 500 businesses and cutting-edge scientific research institutions around the world rely on AMD technology daily to improve how they live, work and play. For more information about how AMD is enabling today and inspiring tomorrow, visit the AMD (NASDAQ: AMD)
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pages.
About Eviden
Eviden is the Atos Group brand for hardware and software products with c. € 1 billion in revenue, operating in 36 countries and comprising four business units: advanced computing, cybersecurity products, mission-critical systems and vision AI. As a next-generation technology leader, Eviden offers a unique combination of hardware and software technologies for businesses, public sector and defense organizations and research institutions, helping them to create value out of their data. Bringing together more than 4,500 world-class talents and holding more than 2,100 patents, Eviden provides a strong portfolio of innovative and eco-efficient solutions in AI, computing, security, data and applications.
About Atos Group
Atos Group is a global leader in digital transformation with c. 67,000 employees and annual revenue of c. €10 billion, operating in 61 countries under two brands — Atos for services and Eviden for products. European number one in cybersecurity, cloud and high-performance computing, Atos Group is committed to a secure and decarbonized future and provides tailored AI-powered, end-to-end solutions for all industries. Atos Group is the brand under which Atos SE (Societas Europaea) operates. Atos SE is listed on Euronext Paris.
The purpose of Atos Group is to help design the future of the information space. Its expertise and services support the development of knowledge, education and research in a multicultural approach and contribute to the development of scientific and technological excellence. Across the world, the Group enables its customers and employees, and members of societies at large to live, work and develop sustainably, in a safe and secure information space.
CAUTIONARY STATEMENT
This press release contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD) such as, AMD’s partnership with Eviden and Atos Group including plans, expected timing and expected benefits, which are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "would," "may," "expects," "believes," "plans," "intends," "projects" and other terms with similar meaning. Investors are cautioned that the forward-looking statements in this press release are based on current beliefs, assumptions and expectations, speak only as of the date of this press release and involve risks and uncertainties that could cause actual results to differ materially from current expectations. Such statements are subject to certain known and unknown risks and uncertainties, many of which are difficult to predict and are generally beyond AMD's control, that could cause actual results and other future events to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements. Material factors that could cause actual results to differ materially from current expectations include, without limitation, the following: competitive markets in which AMD’s products are sold; the cyclical nature of the semiconductor industry; market conditions of the industries in which AMD products are sold; AMD’s ability to introduce products on a timely basis with expected features and performance levels; loss of a significant customer; economic and market uncertainty; quarterly and seasonal sales patterns; AMD's ability to adequately protect its technology or other intellectual property; unfavorable currency exchange rate fluctuations; ability of third party manufacturers to manufacture AMD's products on a timely basis in sufficient quantities and using competitive technologies; availability of essential equipment, materials, substrates or manufacturing processes; ability to achieve expected manufacturing yields for AMD’s products; AMD's ability to generate revenue from its semi-custom SoC products; potential security vulnerabilities; potential security incidents including IT outages, data loss, data breaches and cyberattacks; uncertainties involving the ordering and shipment of AMD’s products; AMD’s reliance on third-party intellectual property to design and introduce new products; AMD's reliance on third-party companies for design, manufacture and supply of motherboards, software, memory and other computer platform components; AMD's reliance on Microsoft and other software vendors' support to design and develop software to run on AMD’s products; AMD’s reliance on third-party distributors and add-in-board partners; impact of modification or interruption of AMD’s internal business processes and information systems; compatibility of AMD’s products with some or all industry-standard software and hardware; costs related to defective products; efficiency of AMD's supply chain; AMD's ability to rely on third party supply-chain logistics functions; AMD’s ability to effectively control sales of its products on the gray market; impact of climate change on AMD’s business; impact of government actions and regulations such as export regulations, import tariffs, trade protection measures and licensing requirements; AMD’s ability to realize its deferred tax assets; potential tax liabilities; current and future claims and litigation; impact of environmental laws, conflict minerals related provisions and other laws or regulations; evolving expectations from governments, investors, customers and other stakeholders regarding corporate responsibility matters; issues related to the responsible use of AI; restrictions imposed by agreements governing AMD’s notes, the guarantees of Xilinx’s notes and the revolving credit agreement; impact of acquisitions, joint ventures and/or strategic investments on AMD’s business and AMD’s ability to integrate acquired businesses, including ZT Systems; impact of any impairment of the combined company’s assets; political, legal and economic risks and natural disasters; future impairments of technology license purchases; AMD’s ability to attract and retain key employees; and AMD’s stock price volatility. Investors are urged to review in detail the risks and uncertainties in AMD’s Securities and Exchange Commission filings, including but not limited to AMD’s most recent reports on Forms 10-K and 10-Q.