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AMD’s revenue jumps 38 percent from last year as Q1 data center sales hit $5.8 billion.
Data center sales are now “the primary driver of our revenue and earnings growth,” according to CEO Lisa Su. AI agents are increasing demands for CPUs, and AMD and Intel’s x86 industry group recently announced a new instruction set, AI Compute Extensions (ACE), to help close the performance gap with GPUs. Its client and gaming revenue grew 23 percent to $3.6 billion despite lower “semi-custom revenue” for devices like game consoles. [Link: AMD Reports First Quarter 2026 Financial Results | https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results | Advanced Micro Devices, Inc.]
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cnbc.com
AMD's stock soars 16% as data center growth pushes revenue and guidance past estimates
AMD's earnings report lands as investors rush into the stock on optimism that the AI boom is just getting started.
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theverge.com
AMD’s revenue jumps 38 percent from last year as Q1 data center sales hit $5.8 billion.
Data center sales are now “the primary driver of our revenue and earnings growth,” according to CEO Lisa Su. AI agents are increasing demands for CPUs, and AMD and Intel’s x86…
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AMD's Su explains what's behind massive forecast change as stock roars 15% on earnings
CEO Lisa Su highlighted the growing demand for central processing units, doubling her long term forecast after strong first-quarter earnings.
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cryptobriefing.com
AMD and Intel hit ATHs as agentic AI demand lifts chip stocks
AMD and Intel hit record highs as AI demand, CPU growth, and Intel’s US backed turnaround fuel a broader chip stock rally.