$Advanced Micro Devices(AMD)$ rose +16.5% after hours ($355 → $414). Data Center results beat expectations, and Q2 guidance significantly exceeded Street estimates. The wave of AI inference and agents is shifting computing demand from "GPU dominance" to a full-stack era of "CPU + GPU + Memory." Lisa Su stated clearly: the demand for high-performance CPUs and accelerators driven by inference and AI agents is "accelerating rapidly," with EPYC and the MI450 series being direct beneficiaries. Key Financials Revenue: $10.3 billion (+37.8% YoY), beating Street estimates by +4%. Non-GAAP EPS: $1.37 vs. Street $1.28 (+7%). Gross Margin: 55.4% vs. Street 55.2%. Segment Performance Data Center: $5.8 billion (vs. Street $5.6 billion, a +3.6% beat). Gaming: $7
AMD Hits All-Time High Above $4000! AI Nearly Doubles Profits?
AMD (AMD) extended its rally to a record $421.39, gaining 18.61%, after Q1 results showed AI-driven profit growth nearly doubling and revenue rising 38%, beating across the board. The multi-vendor trend — with AWS, Azure, and GCP expanding AMD GPU procurement — was firmly confirmed, while MI300X datacenter GPU ramp speed is seen as the key variable for continued outperformance next quarter. Institutions are broadly raising price targets. With AMD up over 37% in two sessions, where is the next target after this all-time high?
+ Follow
+18