AMD — Q1'26 DC $5.8B +57% FCF record $2.6B Q2 $11.2B Meta MI450 commitment
Key Questions
What were AMD's Q1 data center results?
Data center revenue $5.8B +57% YoY, 56% of total rev. FCF tripled to record $2.6B.
What is AMD's Q2 guidance?
Q2 revenue guide $11.2B, accelerating growth. Stock popped on strong earnings.
How does Meta commitment impact AMD?
Meta's 6GW MI450 deal challenges NVDA moat in semis supercycle. Reinforces AI infra positioning.
AMD Q1 Data Center $5.8B +57%YoY (56% rev) FCF tripled to $2.6B record Q2 guide $11.2B accelerating; Meta 6GW MI450 deal challenges NVDA moat in semis supercycle. Stock pop reinforces AI infra positioning amid capex boom.
Sources (2)
Updated May 9, 2026