{"id":381896,"date":"2026-05-06T00:01:51","date_gmt":"2026-05-05T22:01:51","guid":{"rendered":"https:\/\/prostartup.it\/amd-tops-estimates-for-first-quarter-as-data-center-revenue-jumps-57\/"},"modified":"2026-05-06T00:01:51","modified_gmt":"2026-05-05T22:01:51","slug":"amd-tops-estimates-for-first-quarter-as-data-center-revenue-jumps-57","status":"publish","type":"post","link":"https:\/\/prostartup.it\/ru\/amd-tops-estimates-for-first-quarter-as-data-center-revenue-jumps-57\/","title":{"rendered":"AMD tops estimates for first quarter as data center revenue jumps 57%"},"content":{"rendered":"<div>\n<div><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/i1.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108302226-1778012523679-108302226-1777987369883-gettyimages-2254260597-CES_2026.jpeg?v=1778013248&w=1920&h=1080&ssl=1&w=75&resize=75&ssl=1 75w, 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https:\/\/i1.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108302226-1778012523679-108302226-1777987369883-gettyimages-2254260597-CES_2026.jpeg?v=1778013248&w=1920&h=1080&ssl=1&w=1280&resize=1280&ssl=1 1280w, https:\/\/i1.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108302226-1778012523679-108302226-1777987369883-gettyimages-2254260597-CES_2026.jpeg?v=1778013248&w=1920&h=1080&ssl=1&w=1600&resize=1600&ssl=1 1600w\" fifu-data-src=\"https:\/\/i1.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108302226-1778012523679-108302226-1777987369883-gettyimages-2254260597-CES_2026.jpeg?v=1778013248&w=1920&h=1080&ssl=1\" class=\"ff-og-image-inserted\"><\/div>\n<p><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div class=\"RelatedQuotes-relatedQuotes\" id=\"RegularArticle-RelatedQuotes\">\n<div class=\"RelatedQuotes-quotesContainer\">\n<div class=\"RelatedQuotes-titleAndTime undefined\">\n<p class=\"RelatedQuotes-text\">In this article<\/p>\n<\/div>\n<ul class=\"RelatedQuotes-list\">\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">META<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">AMD<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<\/ul>\n<\/div>\n<div class=\"RelatedQuotes-cfaButtonContainer\"><button id=\"ArticlePageTickerCreateAccountButton\" class=\"CreateFreeAccountButton-buttonContainer\"><span class=\"CreateFreeAccountButton-buttonText\"><span>Follow your favorite stocks<\/span><span class=\"CreateFreeAccountButton-buttonTextBold\">CREATE FREE ACCOUNT<\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"InlineImage-imageEmbed\" id=\"ArticleBody-InlineImage-108302226\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div class=\"InlineImage-imagePlaceholder\" style=\"padding-bottom:55.55555555555556%\">\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<\/div>\n<div>\n<div class=\"InlineImage-imageEmbedCaption\">Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026.<\/div>\n<div class=\"InlineImage-imageEmbedCredit\">Bridget Bennett | Bloomberg | Getty Images<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company&#8217;s revenue forecast also exceeded estimates as demand soars for chips to power artificial intelligence workloads.<\/p>\n<p>The stock jumped about 5% in extended trading. <\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>Here&#8217;s how the chipmaker did versus LSEG consensus estimates for the quarter ended in March:<\/p>\n<ul>\n<li><strong>EPS: <\/strong>$1.37 vs. $1.29 adjusted expected<\/li>\n<li><strong>Revenue:<\/strong> $10.25 billion vs. $9.89 billion expected<\/li>\n<\/ul>\n<p>Revenue jumped 38% from $7.44 billion a year ago, the company said in a release on Tuesday. Data center sales climbed 57% to $5.8 billion from $3.67 billion in the same period a year earlier. <\/p>\n<p>For the second quarter, AMD said it expects about $11.2 billion in revenue, versus expectations of $10.52 billion, according to LSEG.<\/p>\n<p>AMD CEO Lisa Su said in the statement that the data center unit is now the &#8220;primary driver of our revenue and earnings growth.&#8221;<\/p>\n<p>&#8220;Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand,&#8221; Su said. <\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>Net income climbed to $1.38 billion, or 84 cents per share in the quarter, from $709 million, or 44 cents per share, a year ago.<\/p>\n<p>AMD&#8217;s stock has been on a tear, more than tripling over the past year, including a 66% jump so far in 2026. While the company has trailed far behind rival <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-3\">Nvidia<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> in the market for graphics processing units (GPUs) to power AI data centers, investors have poured into AMD&#8217;s stock more recently on optimism that the opportunity is large enough for multiple players. <\/p>\n<p>Unlike Nvidia, AMD has long been a leading maker of central processing units, or CPUs, which are enjoying a major renaissance as agentic AI shifts compute needs.\u00a0AMD shares popped last week when AMD and Intel announced they&#8217;ll pair up on a new instruction set for x86 CPUs. The new feature, called AI Compute Extensions, aims to increase performance and energy efficiency by boosting compute density by 16 times.<\/p>\n<p>The chip industry has faced a global memory shortage because of insatiable AI demand as well as capacity constraints for both manufacturing and advanced packaging, and supply chain challenges due to the war in Iran.<\/p>\n<p>That&#8217;s all contributing to a frenzy in a number of semiconductor-related names. Intel just had its best month ever in April, with shares more than doubling as the company reported first-quarter results that trounced analysts&#8217; estimates. Shares of memory maker <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-8\">Micron<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> are up more than 700% in the past year, pushing the company&#8217;s market cap past $700 billion. <\/p>\n<p>In addition to CPUs and GPUs, AMD is also expected to ship its first full rack-scale system for AI data centers, Helios, later this year. It&#8217;s meant to rival Nvidia&#8217;s Grace Blackwell and Vera Rubin systems that sell for upwards of $3 million.<\/p>\n<p>Both OpenAI and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-12\">Meta<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> have already signed up for shipments of Helios, marking AMD&#8217;s system as a viable second option for AI giants and hyperscalers scrambling to secure enough compute.<\/p>\n<p><strong>WATCH<\/strong>: How advanced packaging could be the next big bottlneck for AI<\/p>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-107155331\"><\/div>\n<div id=\"ArticleBody-MobileAdhesion\" class=\"MobileAdhesion-container\" data-module=\"mps-slot\"><\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"RegularArticle-GooglePreferredSource-5\">\n<div class=\"ArticleBody-googlePreferredSourceBorder\"><\/div>\n<p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/p><\/div>\n<hr \/>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>In this article META AMD Follow your favorite stocksCREATE FREE ACCOUNT Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during<\/p>","protected":false},"author":1,"featured_media":381897,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108302226-1778012523679-108302226-1777987369883-gettyimages-2254260597-CES_2026.jpeg","fifu_image_alt":"AMD tops estimates for first quarter as data center revenue jumps 57%","footnotes":""},"categories":[11],"tags":[1154,2713,27,91,715,2176],"class_list":["post-381896","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inv-business","tag-amd","tag-center","tag-data","tag-first","tag-jumps","tag-revenue"],"_links":{"self":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/381896","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/comments?post=381896"}],"version-history":[{"count":0,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/381896\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media\/381897"}],"wp:attachment":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media?parent=381896"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/categories?post=381896"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/tags?post=381896"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}