AMD just crushed earnings (here's what it means)
Data center revenue up 122%. This validates something massive happening behind the scenes.
Advanced Micro Devices just delivered an earnings beat that confirms what insiders already knew. Revenue came in at $9.25 billion versus the $8.74 billion estimate, and data center revenue surged 122% year-over-year. Lisa Su revealed partnerships with OpenAI and Oracle worth over $100 million.
This is your confirmation: AI infrastructure demand isn’t slowing down despite the market volatility. While semiconductors swung $500 billion in 48 hours, the underlying fundamentals remain explosive. Access the full story now.
-Christopher
P.S.: Taiwan Semiconductor fabricates 90% of the world’s most advanced chips for Nvidia, AMD, Apple, and Tesla—positioning matters. Make sure you read this before it’s too late.
That 122% data center revenue jump is wild and really shows the AI buildout isn't slowing down yet. The partnerships with OpenAI and Oracle point to AMD getting serios traction against Nvidia in the hyperscaler space. Interesting that Lisa Su is guiding for continued strength despite the macro concerns floating around.