Home/Chips & Compute/AMD

AMD

Advanced Micro Devices

Chips & ComputeAI exposure: Significant

Instinct accelerators and EPYC server CPUs; the main GPU alternative to NVIDIA.

Alerts for AMD

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.

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 TradingView

03What should visitors watch next?

Earnings, product launches, customer spending, and the risks that matter.

Next earnings

No announced date on file. Check the investor relations page.

Last earnings release: 2026-08-04 (8-K)

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 5.02,9.012026-08-19document folder
8-KCurrent report · items 1.01,2.03,9.012026-08-17document folder
10-QQuarterly report2026-08-05document folder
8-KEarnings release · items 2.02,7.01,9.012026-08-04document folder
8-KCurrent report · items 5.022026-07-01document folder
S-8Employee stock plan registration2026-05-15document folder
8-KCurrent report · items 1.01,1.02,2.03,5.02,5.07,9.012026-05-15document folder
10-QQuarterly report2026-05-06document folder
8-KEarnings release · items 2.02,7.01,9.012026-05-05document folder
DEF 14AProxy statement2026-03-27document folder
8-KCurrent report · items 1.01,3.02,7.01,9.012026-02-24document folder
8-KCurrent report · items 5.022026-02-17document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
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
Su Lisa T Director, Chair, President & CEO	Open-market sale · disposed	15,000	$480.94	2026-08-20

News

Related companies in Chips & Compute

Taiwan Semiconductor (ADR)

Original sources

Investor relations — earnings dates, releases, presentations
SEC EDGAR company page — every filing (CIK 0000002488)
TradingView symbol page — full chart and data

Research note — No Q3 2026 earnings date announcement found on ir.amd.com as of 2026-09-17 (Q2 date was announced Jul 8 for Aug 4). EDGAR cgi-bin filing lists were blocked by robots.txt; 10-K fetched via the AMD IR mirror of accession 0000002488-26-000018 (also at sec.gov as 10-K/A 0000002488-26-000021).