
Hardware·
AMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.

AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.

Leaked slides describe Zen 7 EPYC scaling to 288 cores per socket, with all L3 moved off the CCD onto a stacked cache die. Tape-out is October 2026, launch late 2028.