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AI & compute

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.

AMD Revenue (USD m) by period. Q2 26: 11,536. +50.1% year on year.
PeriodRevenue (USD m)Source
Q2 257,685AMD Q2 2026 results, year-ago column
Q3 259,246AMD Q4 and FY2025 results, prior-quarter column
Q4 2510,270AMD Q4 and FY2025 results
Q1 2610,253AMD Q2 2026 results, prior-quarter column
Q2 2611,536AMD Q2 2026 results
AMD Revenue (USD m) by period. Q2 26: 11,536. +50.1% year on year.

Source: AMD Q2 2026 results

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