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04.11.26 - 03:06
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AMD plans for a weaker PC market in 2027 as embedded growth gains momentum (Digitimes)
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AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between its businesses: higher component costs are weighing on PC purchases, gaming revenue is contracting, and embedded processors are providing a separate source of growth. Chief executive Lisa Su nevertheless expects company-wide revenue to grow more than 80% in 2027....
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04.11.26 - 03:06
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AMD expects more than 80% revenue growth in 2027, led by data centers (Digitimes)
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AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate nearly two-thirds of sales, but management's outlook leaves execution and product mix central to how much demand converts into revenue and profit....
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04.11.26 - 03:06
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AMD expands server CPU ambitions as Helios moves its AI business to rack scale (Digitimes)
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AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The company's earnings call highlighted demand for CPUs that run agents and support accelerators, alongside the first revenue shipments of Helios systems built around its newest AI GPUs....
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03.11.26 - 23:48
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AMD Soars After Blowout $17 Billion Guide... As Free Cash Flow Quietly Shrinks To 4% Of Revenue (ZeroHedge)
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AMD Soars After Blowout $17 Billion Guide... As Free Cash Flow Quietly Shrinks To 4% Of Revenue
Three months ago, AMD beat on every line and the stock crashed anyway. Tonight, the market got the number it wanted.After a brutal month in which AMD shares lost more than a quarter of their value, pummeled first by Intel's PC warning and then by the broader AI capex hangover, Lisa Su delivered the one thing that matters in this tape: a guide that clears the whisper, not just the consensus.*AMD SEES 4Q REVENUE ABOUT $17B PLUS OR MINUS 3%— zerohedge (@zerohedge) November 3, 2026That is $700 million above the $16.3 billion sellside consensus, and right on top of the $17 billion Jefferies' Blayne Curtis had been pounding the table on in the days before the print. The stock, which closed up 3.7% at $483.90 into the event, promptly jumped another 10% to roughly $530 after hours, a move almost exactly in line with what the options market was implying.And yet, as so often happens with AI darlings in la...
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03.11.26 - 23:36
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AMD Forecast Exceeds Estimates as AI Chip Demand Soars (Bloomberg)
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Advanced Micro Devices Inc., a key challenger to Nvidia Corp. in artificial intelligence chips, gave a revenue forecast that exceeded analysts' estimates, showing that demand for data center processors remains strong. Fourth-quarter revenue will be $17 billion, plus or minus 3%, the chipmaker said in a statement Tuesday. The outlook provided fresh evidence that AI spending is sustainable, soothing jittery investors. We get reaction from Kunjan Sobhani, Senior Semiconductor Analyst for Bloomberg Intelligence. (Source: Bloomberg)...
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