AMD
NASDAQ: AMD · United States
AMD is the only credible second source for AI accelerators, and its problem has never been the silicon - it is that a buyer adopting MI-series parts takes on the software work NVIDIA's customers get for free. Every quarter its data centre line grows is evidence that some buyers now consider that trade worth making.
| Period | Revenue (USD m) | Source |
|---|---|---|
| Q2 25 | 7,685 | AMD Q2 2026 results, year-ago column |
| Q3 25 | 9,246 | AMD Q4 and FY2025 results, prior-quarter column |
| Q4 25 | 10,270 | AMD Q4 and FY2025 results |
| Q1 26 | 10,253 | AMD Q2 2026 results, prior-quarter column |
| Q2 26 | 11,536 | AMD Q2 2026 results |
Source: AMD Q2 2026 results
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