AMD
Advanced Micro DevicesInstinct accelerators and EPYC server CPUs; the main GPU alternative to NVIDIA.
Next earnings: Advanced Micro Devices has not announced its next earnings date. Its last earnings release was filed with the SEC on August 4, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Designs CPUs (Ryzen, EPYC), GPUs (Radeon, Instinct) and adaptive chips (Xilinx).
Its role in AI
Sells Instinct data-center GPUs to cloud and enterprise buyers, and the EPYC CPUs that sit alongside accelerators in AI servers.
02How much does AI matter to its business?
Significant. A large and growing share of revenue or spending is AI-related.
Why AMD is rated significant
Significant. Data Center was $6.7 billion of a record $11.5 billion revenue in Q2 2026 (58%), up 107%, on EPYC CPUs and Instinct GPUs together; AMD does not break out AI accelerators from server CPUs. Client, embedded and gaming are still $4.9 billion, so the company is not a pure AI play, but data center is now the majority and the fastest-growing segment.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Data Center segment revenue $6.7 billion, up 107% year-over-year, driven by demand for EPYC processors and Instinct GPUs; Data Center was 58% of company revenue.Source · Q2 2026, quarter ended June 27, 2026
- Total revenue a record $11.5 billion, up 50% year-over-year; Client revenue $3.1 billion (+23%), Embedded $977 million (+19%), Gaming $779 million (-31%).Source · Q2 2026, quarter ended June 27, 2026
- Q3 2026 guidance: revenue approximately $13 billion, plus or minus $300 million (~41% YoY growth), non-GAAP gross margin approximately 56%; Data Center sales expected to accelerate in 2H26.Source · Guidance issued Aug 4, 2026 for Q3 2026
- Does not report a standalone AI revenue figure; year-ago Q2'25 results included $800 million in inventory and related charges from the U.S. export control on Instinct MI308 GPUs.Source · Q2 2026 release, comparing to Q2 2025
Estimates
No third-party or editorial estimates are listed for AMD. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Watch list
- Whether Q3 2026 revenue lands near the guided ~$13 billion, plus or minus $300 million, with non-GAAP gross margin ~56% source
- Ramp of Helios rackscale systems and Instinct MI400 Series (MI455X/MI430X), with deployments cited at Anthropic, Meta, Microsoft, OpenAI, Oracle and HUMAIN source
- Progress on the Anthropic partnership to deploy up to 2 gigawatts of Instinct MI450 Series GPUs in AMD Helios racks source
Growth drivers
- CEO Lisa Su: 'We enter the second half with strong momentum as EPYC demand accelerates, Instinct deployments scale and Helios begins to ramp.' source
- CFO Jean Hu: Data Center sales are expected to accelerate in the second half of 2026, driving stronger overall revenue growth and continued earnings expansion source
- 10-K: data center AI accelerator demand was strong as large hyperscale customers deployed Instinct MI350X GPUs, alongside 5th Gen EPYC server processors and the OpenAI 6-gigawatt agreement source
Risks
- Demand for AMD's products depends on conditions in the industries it sells into, including uncertain adoption rates for generative AI and the timing of data center buildouts source
- The loss of a significant customer could have a material adverse effect, as a small number of customers account for a substantial portion of revenue source
- AMD relies on third-party foundries, chiefly TSMC for advanced nodes, and an inability to obtain sufficient timely manufacturing capacity would hurt results source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 3.022026-09-28documentfolder
- 8-KCurrent report · items 5.02,9.012026-08-19documentfolder
- 8-KCurrent report · items 1.01,2.03,9.012026-08-17documentfolder
- 10-QQuarterly report2026-08-05documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-08-04documentfolder
- 8-KCurrent report · items 5.022026-07-01documentfolder
- S-8Employee stock plan registration2026-05-15documentfolder
- 8-KCurrent report · items 1.01,1.02,2.03,5.02,5.07,9.012026-05-15documentfolder
- 10-QQuarterly report2026-05-06documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-05-05documentfolder
- DEF 14AProxy statement2026-03-27documentfolder
- 8-KCurrent report · items 1.01,3.02,7.01,9.012026-02-24documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Norrod Forrest Eugene EVP & GM DSG | Option exercise · acquired | 7,262 | $84.85 | 2026-10-19 |
Norrod Forrest Eugene EVP & GM DSG | Open-market sale · disposed | 17,262 | $540.70 | 2026-10-19 |
Norrod Forrest Eugene EVP & GM DSG | Option exercise · acquired | 7,261 | $84.85 | 2026-09-17 |
Norrod Forrest Eugene EVP & GM DSG | Open-market sale · disposed | 17,261 | $503.05 | 2026-09-17 |
Su Lisa T Director, Chair, President & CEO | Open-market sale · disposed | 95,000 | $506.80 | 2026-09-14 |
Su Lisa T Director, Chair, President & CEO | Gift · disposed | 35,000 | — | 2026-09-14 |
Hu Jean X. EVP, CFO and Treasurer | Open-market sale · disposed | 15,000 | $474.08 | 2026-08-27 |
Norrod Forrest Eugene EVP & GM DSG | Option exercise · acquired | 7,261 | $84.85 | 2026-08-26 |
Norrod Forrest Eugene EVP & GM DSG | Open-market sale · disposed | 17,261 | $459.95 | 2026-08-26 |
Papermaster Mark D Chief Technology Officer & EVP | Gift · disposed | 25,052 | — | 2026-08-21 |
Papermaster Mark D Chief Technology Officer & EVP | Open-market sale · disposed | 28,811 | $471.87 | 2026-08-21 |
News
AMD in plain answers
The questions readers ask about Advanced Micro Devices, answered from the company's own filings and this site's research. Each answer names its source.
What does Advanced Micro Devices (AMD) supply to AI?+
Designs CPUs (Ryzen, EPYC), GPUs (Radeon, Instinct) and adaptive chips (Xilinx). Sells Instinct data-center GPUs to cloud and enterprise buyers, and the EPYC CPUs that sit alongside accelerators in AI servers.
How much does AI matter to Advanced Micro Devices's business?+
AI exposure is rated significant on this site: A large and growing share of revenue or spending is AI-related. Reported by the company: Data Center segment revenue $6.7 billion, up 107% year-over-year, driven by demand for EPYC processors and Instinct GPUs; Data Center was 58% of company revenue. Total revenue a record $11.5 billion, up 50% year-over-year; Client revenue $3.1 billion (+23%), Embedded $977 million (+19%), Gaming $779 million (-31%).
Company filing or releaseWhen is Advanced Micro Devices's next earnings date?+
Advanced Micro Devices has not announced its next earnings date. Its last earnings release was filed with the SEC on August 4, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Advanced Micro Devices insiders buying or selling AMD stock?+
In the latest Form 4 filings for AMD there are 6 open-market sales, 5 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 19, 2026 by Norrod Forrest Eugene. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for AMD?+
Whether Q3 2026 revenue lands near the guided ~$13 billion, plus or minus $300 million, with non-GAAP gross margin ~56% Ramp of Helios rackscale systems and Instinct MI400 Series (MI455X/MI430X), with deployments cited at Anthropic, Meta, Microsoft, OpenAI, Oracle and HUMAIN Progress on the Anthropic partnership to deploy up to 2 gigawatts of Instinct MI450 Series GPUs in AMD Helios racks
SourceWhat are the main risks for Advanced Micro Devices?+
Demand for AMD's products depends on conditions in the industries it sells into, including uncertain adoption rates for generative AI and the timing of data center buildouts The loss of a significant customer could have a material adverse effect, as a small number of customers account for a substantial portion of revenue AMD relies on third-party foundries, chiefly TSMC for advanced nodes, and an inability to obtain sufficient timely manufacturing capacity would hurt results
Annual report, Item 1AWhich AI category is AMD in?+
Advanced Micro Devices is listed under Chips & Compute. Instinct accelerators and EPYC server CPUs; the main GPU alternative to NVIDIA.
Related companies in Chips & Compute
Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0000002488)
- TradingView symbol page — full chart and data