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AMD rides AI demand to Q1 2026 revenue of about $10.3B
business22 days ago

AMD rides AI demand to Q1 2026 revenue of about $10.3B

AMD posted Q1 2026 revenue of $10.25B with GAAP gross margin of 53% (55% non-GAAP) and GAAP net income of $1.38B; Data Center revenue reached about $5.78B, up 57% year-over-year, driven by EPYC CPUs and Instinct GPUs as AI workloads ramp. Client & Gaming and Embedded contributed as well, with non-GAAP EPS of $1.37 and non-GAAP net income around $2.27B. The company guided Q2 revenue near $11.2B (plus/minus $300M) and reported record quarterly free cash flow, supported by expanding collaborations with Meta, AWS, Google Cloud, Microsoft Azure, and Tencent to accelerate AI deployments.

via AMD|
#ai-infrastructure#amd#business
AMD’s AI-Fueled Data Center Boom Stokes Bull Case Amid Selloff
markets3 months ago

AMD’s AI-Fueled Data Center Boom Stokes Bull Case Amid Selloff

AMD delivered a record 2025 data-center quarter driven by EPYC and Instinct GPUs, with broad strength across gaming and client segments; while Q1 guidance was seen as a temporary ceiling, management signaled a strong second half as new MI350 and Venice CPUs ship, supporting a bullish view as 2026–27 earnings rise and the stock remains attractively valued for an AI compute leader.

via TipRanks|
#ai#amd#data-center
AMD rides AI demand to record 2025, signals momentum for 2026
business3 months ago

AMD rides AI demand to record 2025, signals momentum for 2026

AMD posted Q4 2025 revenue of $10.27B with GAAP gross margin 54% (57% non-GAAP) and GAAP operating income of $1.75B (non-GAAP $2.85B); Q4 diluted EPS was $0.92 (non-GAAP $1.53). For the full year 2025, revenue reached $34.64B with GAAP gross margin 50% (52% non-GAAP) and net income of $4.34B (non-GAAP $6.83B) and EPS of $2.65 (non-GAAP $4.17). The company highlighted strong data-center demand driven by EPYC CPUs and Instinct GPUs, raised its outlook for Q1 2026 to about $9.8B in revenue with ~55% non-GAAP gross margin, and noted one-time items related to export controls on MI308 inventory and some China sales; it cited record operating income, free cash flow and growth across its AI-enabled product portfolio.

via AMD|
#ai#amd#business
AMD Dominates Market Share Across Mobile, Desktop, and Server in Q3
technology2 years ago

AMD Dominates Market Share Across Mobile, Desktop, and Server in Q3

AMD has secured a significant market share win in Q3 2023 with its EPYC server CPUs and Ryzen mobile CPUs, according to statistics from Mercury Research. The company's EPYC CPUs for servers saw a 5.8-point share increase compared to last year, bringing them closer to their goal of achieving a 40% server market share by the end of 2024. The mobile segment also experienced growth, thanks to the latest Ryzen 7000 and increased Ryzen 6000 volume. AMD's desktop CPUs saw a slight increase in market share, and the company is expected to continue gaining market share in the coming months. AMD plans to unveil its next-gen Zen 5 architecture at CES 2024.

via Wccftech|
#amd#cpus#epyc
technology2 years ago

AMD EPYC Bergamo and Genoa-X: Unleashing Unprecedented Performance

AMD has released the EPYC 9754 processor, part of the Bergamo lineup, which offers up to 128 cores and 256 threads per socket. The processor, built on the Zen 4C core architecture, aims to maximize core density and power efficiency, making it appealing to cloud service providers. With the ability to provide up to 16 cores per CCD, Bergamo offers improved performance compared to previous Genoa processors. The EPYC 9754 has a base clock of 2.25GHz, an all-core boost speed of 3.1GHz, and a maximum boost clock of 3.1GHz, with a configurable TDP of 320 to 400 Watts. The processor is priced at $11,900 USD.

via Phoronix|
#amd#bergamo#cloud-service-providers
AMD's EPYC Genoa-X CPUs with massive cache and AI capabilities now available for data centers.
cpus2 years ago

AMD's EPYC Genoa-X CPUs with massive cache and AI capabilities now available for data centers.

AMD has announced the availability of its Genoa-X EPYC processors, which feature up to 1.1GB of L3 cache. The processors use cache die stacking to add further L3 cache to otherwise regular Genoa Zen 4 CCDs, giving AMD a novel way to produce a high-cache chip design without having to actually lay out and fab a complete separate die. These high-cache SKUs are aimed at a niche market segment of workloads that benefit specifically from the additional cache, which AMD terms their “technical computing” market.

via AnandTech|
#amd#cpus#epyc
technology2 years ago

AMD's EPYC CPUs: More Cores, More Speed, More Competition.

AMD has announced the release of its high-density "Bergamo" server CPUs, based on the Zen 4c architecture, offering up to 128 CPU cores and shipping now. The Zen 4c architecture is designed to maximise the number of vCPUs that can run on top of a single, physical CPU, making it ideal for the cloud computing market. The new chips are more energy-efficient than AMD's current-generation flagship EPYC 9004 "Genoa" chips, making them a strong competitor to Arm-based rivals. The Bergamo chips are also socket compatible with the rest of the EPYC 9004 series, using the same SP5 socket.

via AnandTech|
#amd#cloud-computing#epyc
AMD Engineer Leaks Zen 6 CPU Details and Manufacturing Node.
technology3 years ago

AMD Engineer Leaks Zen 6 CPU Details and Manufacturing Node.

An AMD engineer inadvertently leaked the first details about the Zen 6 Morpheus CPU, including its codename and the fact that it will be based on a 2nm process. The engineer's LinkedIn profile also revealed that he has been working on Zen 4 and Zen 5, with Zen 5 expected to be released later this year. Zen 5 is rumored to bring a hybrid big-little design to Ryzen, while Zen 6 is expected to be a refinement of the technology.

via Hot Hardware|
#2nm-process#amd#epyc
technology3 years ago

Linux 6.3-rc3 Release: Significant Updates Await.

Linux 6.3-rc3 has been released as the latest weekly test candidate for the upcoming Linux 6.3 kernel. The release includes a lot of fixes and changes, with drivers for networking, GPU, and sound being the usual big ones. One notable change is the addition of throttling protection for AMD EPYC server customers to protect against potentially malicious guests. The stable version of Linux 6.3 is expected to be released at the end of April.

via Phoronix|
#amd#epyc#kernel