Discussion

• @stocksavvyshay Shay Boloor on x

  $AMD JUST BROKE ABOVE $400 FOR THE FIRST TIME EVER [image]

• @benbajarin Ben Bajarin on x

  $AMD @LisaSu conviction that CPU server TAM 35% YoY driven by agentic. This is actually going to be more fun to track than GPU/ASIC volumes YoY :)

• @iancutress @iancutress on x

  Lisa Su: “With loads and loads of agents, you could imagine more CPUs than GPUs.” CALLED IT. I FRICKIN CALLED IT.

• @kristinaparts Kristina Partsinevelos on x

  And on the near-term: Su says $AMD now expects server CPU revenue to grow more than 70% year-over-year in Q2, “with robust growth continuing through the second half of 2026 and into 2027” as next-gen EPYC processors ramp.

• @kristinaparts Kristina Partsinevelos on x

  $AMD CEO Lisa Su just doubled her server CPU TAM forecast on the call. In November, AMD guided to ~18% annual growth. Tonight: “we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030.” Agentic AI driving the rerate. [image]

• @stocksavvyshay Shay Boloor on x

  $AMD data center business has compounded into a ~$23B run-rate engine. With OpenAI and $META each committing 6 GW of Instinct deployments, AMD now has 12 GW tied to major AI customers as it pushes to become the real second source in AI compute. [image]

• @divestech Dan Ives on x

  AMD monster data center numbers another validation sign for AI Revolution bull thesis. Brick by brick 🔥🏆🐂🧱🍿

• @patrickmoorhead Patrick Moorhead on x

  Yup. $AMD delivered a clean beat-and-raise. Data center is the entire story, of course. Client was up and embedded bottomed. Q1 2026: -Revenue $10.25B vs $9.84B Street, BEAT by 4.2% -Non-GAAP EPS $1.37 vs $1.28 Street, BEAT by 7.0% -Data center $5.78B vs $5.56B Street, BEAT by