AMD vs. SMCI Into Earnings: Can They Pass Valuation Stress Test?
AI infrastructure earnings take center stage on Feb 3 as Advanced Micro Devices and Super Micro Computer report after the close. AMD enters with strong momentum, up ~17% YTD, with consensus calling for $1.32 EPS on $9.67B revenue, driven by data center AI, MI-series GPUs, and partnerships with OpenAI and Oracle. In contrast, SMCI faces tougher comps, with Street estimates near $0.48 EPS and $10.43B revenue.
Will AMD’s data center AI growth be strong enough to push the stock to new highs?
For SMCI, does revenue mix matter more than near-term EPS pressure this quarter?
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