AMD Q2: Data Center Accelerates to Growth of 115%

AMD confirmed a fundamental bottom with a beat this quarter and a beat for next quarter. Analysts were expecting revenue growth of 6.8% and AMD reported growth of 8.9%. Adjusted EPS marginally beat at $0.69 versus $0.68 expected. The results were aided by data center revenue reaching a record as growth accelerated to the triple digit range, at 115% YoY for $2.84 billion, marking a 35-percentage point acceleration from 80% in Q1. CEO Lisa Su said AMD’s “AI business continued accelerating and we are well positioned to deliver strong revenue growth in the second half of the year led by demand for Instinct, EPYC and Ryzen processors.”

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