AMD and Nutanix have signed a multi-year strategic partnership to develop an open, full-stack AI infrastructure platform for agentic AI applications across enterprise, cloud and edge environments.

The collaboration will combine AMD’s processors, GPUs and software with Nutanix’s cloud and Kubernetes platforms. The partners are positioning the project as an alternative to vertically integrated AI stacks, emphasising choice across models, tools and deployment locations.

AMD plans a USD $250 million commitment, split between an equity investment and funding for joint work. It will invest USD $150 million in Nutanix common stock at a purchase price of USD $36.26 per share, and fund up to USD $100 million for engineering initiatives and go-to-market collaboration.

The equity investment is expected to close in the second quarter of 2026, subject to regulatory approvals and customary closing conditions.

Platform roadmap

The partnership centres on a joint roadmap to integrate AMD ROCm and AMD Enterprise AI software into the Nutanix Cloud Platform and Nutanix Kubernetes Platform. Nutanix software will be optimised to run on AMD EPYC CPUs and AMD Instinct GPUs, with support from a broad set of OEM server providers.

ROCm is AMD’s software stack for GPU computing and AI workloads. EPYC is its server processor range, while Instinct is its data centre GPU line. Nutanix provides software for building and managing hybrid cloud environments, including virtualisation, container management and AI-related tooling.

Both companies framed the initiative as a response to shifting enterprise AI requirements, with greater emphasis on inference workloads-running AI models in production rather than training them. They said openness and interoperability are becoming more important as organisations mix open-source and commercial models and deploy across data centres, public clouds and edge locations.

Focus on inference

The planned platform will target inference and agentic applications across hybrid environments for enterprises and service providers. Agentic AI typically describes systems that perform multi-step tasks by combining model reasoning with tool use and workflow execution.

The co-engineered platform will include inference acceleration based on AMD Instinct GPUs and EPYC CPUs, along with orchestration using EPYC processors and lifecycle management through Nutanix Enterprise AI.

The platform is expected to support deployment of open-source and commercial AI models without dependency on vertically integrated AI stacks. The work will also cover a range of use cases, including enterprise AI agents, multi-modal inference services and industry-specific intelligent applications.

Dan McNamara, Senior Vice President and General Manager of Compute and Enterprise AI at AMD, said the partnership addresses customer demand for flexibility in model and workload selection.

“Enterprise customers need the freedom to run the models and workloads that matter most to their business, without compromise,” said Dan McNamara, Senior Vice President and General Manager of Compute and Enterprise AI, AMD.

Shared positioning

Nutanix said the partnership aligns infrastructure development with operational needs in hybrid environments, particularly for customers seeking consistent deployment and management across locations.

“Our partnership with AMD reflects a shared vision for scalable, production-ready AI infrastructure,” said Tarkan Maner, President and Chief Commercial Officer, Nutanix.

The first jointly developed agentic AI platform from the partnership is expected to reach the market in late 2026.