Advanced Micro Devices reported first quarter 2026 non-GAAP earnings and revenue that exceeded analyst expectations, propelled by accelerating demand for its AI and server products. The company also provided a strong revenue forecast for the second quarter.

Key Highlights

  • Data Center revenue surged 57% year-over-year to $5.8 billion, driven by strong demand for EPYC processors and the continued ramp of Instinct AI accelerator shipments.
  • The Client and Gaming segment grew revenue 23% year-over-year to $3.6 billion, reflecting strong demand for Ryzen processors and Radeon GPUs.
  • AMD guided second quarter revenue to approximately $11.2 billion, representing 46% year-over-year growth at the midpoint.