$AMD just delivered the quarter I wanted to see.
Revenue reached a record $11.5B, up 50% year over year and approximately 3% above AMD’s guidance midpoint.
But the real story is Data Center:
- Revenue: $6.7B, up 107%
- 58% of total company revenue
- Segment operating income:
$AMD reports earnings after the close today.
$AMD makes up about 30% of my portfolio, and I remain fully bullish on the company’s opportunity in AI infrastructure.
AMD enters the print with a strong official baseline:
- Q1 revenue: $10.3B, up 38%
- Data Center revenue: $5.8B,
