RAMBUS INCRMBS

Name: RAMBUS INC AI agent disclosures in SEC filings
Creator: Agentic 10-K

As of 2026-07-27, RAMBUS INC (RMBS) disclosed AI-agent language in 2 SEC filings since 2026-04-27 (source: Agentic 10-K, from SEC EDGAR).

Stage: Exploring / planning
Industry: Semiconductors & Related Devices
Market cap: $9.3B
Filings: 2, 2026-04-27 to 2026-07-27 (all EDGAR filings, opens in a new tab)

Posture

Vendor 8-K · 2026-07-27

“We are well positioned to capitalize on the strong secular trends driven by the rapid expansion of AI inference and agentic workloads, supporting our continued product momentum and long-term profitable growth.”

Change log

First mention 8-K · 2026-04-27 (opens the filing on sec.gov in a new tab)
““The growth of AI inference and agentic workloads in the data center continues to drive demand for higher memory bandwidth, efficient data movement, and scalable connectivity.”

Filings per quarter

Filings* Quarter in progress

Coverage

Functions

IT & security ops

Vendors

None named

In its own words

““The growth of AI inference and agentic workloads in the data center continues to drive demand for higher memory bandwidth, efficient data movement, and scalable connectivity.”

8-K · 2026-04-27

All matching filings

8-K, EX-99.12026-07-27

Rambus CEO cites positioning to benefit from AI inference and agentic workloads.

““Rambus had an outstanding second quarter, delivering a new all-time high in revenue and non-GAAP earnings, fueled by record product revenue that grew more than 20% year over year,” said Luc Seraphin, president and chief executive officer of Rambus. “We continue to execute on our roadmap of high-performance chip and IP solutions to meet the accelerating demands of data center and AI infrastructure. We are well positioned to capitalize on the strong secular trends driven by the rapid expansion of AI inference and agentic workloads, supporting our continued product momentum and long-term profitable growth.””

8-K, EX-99.12026-04-27

Rambus notes growth of AI inference and agentic workloads driving demand for its memory products.

““Rambus opened 2026 with a solid first quarter, delivering financial results in line with guidance and generating strong cash from operations,” said Luc Seraphin, president and chief executive officer of Rambus. “The growth of AI inference and agentic workloads in the data center continues to drive demand for higher memory bandwidth, efficient data movement, and scalable connectivity. With expanding offerings across chips and IP, Rambus is well positioned to support next-generation AI platforms and drive profitable long-term growth.””

All matching filings

8-K, EX-99.12026-07-27

Rambus CEO cites positioning to benefit from AI inference and agentic workloads.

““Rambus had an outstanding second quarter, delivering a new all-time high in revenue and non-GAAP earnings, fueled by record product revenue that grew more than 20% year over year,” said Luc Seraphin, president and chief executive officer of Rambus. “We continue to execute on our roadmap of high-performance chip and IP solutions to meet the accelerating demands of data center and AI infrastructure. We are well positioned to capitalize on the strong secular trends driven by the rapid expansion of AI inference and agentic workloads, supporting our continued product momentum and long-term profitable growth.””

8-K, EX-99.12026-04-27

Rambus notes growth of AI inference and agentic workloads driving demand for its memory products.

““Rambus opened 2026 with a solid first quarter, delivering financial results in line with guidance and generating strong cash from operations,” said Luc Seraphin, president and chief executive officer of Rambus. “The growth of AI inference and agentic workloads in the data center continues to drive demand for higher memory bandwidth, efficient data movement, and scalable connectivity. With expanding offerings across chips and IP, Rambus is well positioned to support next-generation AI platforms and drive profitable long-term growth.””