Discussion

• @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 :)

• @yahoofinance @yahoofinance on x

  “It was a clean print,” Futurum CEO @danielnewmanUV says on $AMD Q1 earnings, adding: “This is a company that's really just at the precipice of fully benefiting from its data center AI business.” [video]

• @zerohedge @zerohedge on x

  AMD adds $120 billion in market cap after beating revenue guidance by $700 million

• @divestech Dan Ives on x

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

• @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.

• @stocksavvyshay Shay Boloor on x

  I called out $AMD as a rerating candidate because AI agents were accelerating inference demand & pushing AMD beyond the “second GPU” narrative. The stock has now doubled as the market starts to see what I saw which is a broader AI infrastructure story across CPUs, inference & [im…

• @stocksavvyshay Shay Boloor on x

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

• @patrickmoorhead Patrick Moorhead on x

  Some color from the $AMD call that wasn't in the release. -Server CPU TAM revision. From ~18% annually (FAD November baseline) to >35% annually, reaching >$120B by 2030. This is a structural reframe. -Q2 server CPU revenue guide: >70% YoY. -Q1 server CPU revenue: >50% YoY.

• @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]

• @zephyr_z9 @zephyr_z9 on x

  Will be over 50% I recommend everyone to watch the GTC session between Bill Dally & Jeff Dean Agents will interact with environments using tools “designed for human speed interaction.” Many of those tools “run on CPUs,” and things like C compiler startup time were not optimized

• @rwang07 Ray Wang on x

  $AMD: “At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the next 3 to 5 years. Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by Agentic AI, we now …

• @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.

• @supbagholder @supbagholder on x

  Meta gets $100B of AMD AI chips AND a warrant for 10% of AMD (now worth 70B) that are litteraly a bunch of Big Tech capex coming back as revenue. Circular finance at work. Out of all these co's, only Meta is actually growing its core ads business without the BS tricks.

• @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

• Siva Kotipalli Siva Kotipalli on linkedin

  AMD delivers an impressive Q1, with the Data Center group firing on all cylinders and leading the charge.  —  Comments from our CEO Dr.Lisa Su: …

• r/hardware r on reddit

  AMD Reports First Quarter 2026 Financial Results