AMD's results and guidance prove that the CPU's time to shine is now

Judging by AMD's (AMD) results and guidance, it's an agentic artificial intelligence world, and we're all just living in it. The Dr. Lisa Su-led company is one of the primary beneficiaries of the rise ...
Hosted on MSN

AMD doubles server CPU forecast as AI reshapes demand

AMD has sharply raised its 2030 server CPU market forecast to over $120 billion, citing surging demand from AI-driven workloads. CEO Lisa Su outlined a strategy to create workload-specific EPYC ...

AMD shares hit record high, spark global chips rally on AI demand optimism

By Rashika Singh and Shashwat Chauhan May 6 (Reuters) - Advanced Micro Devices' shares jumped to an all-time high on ...

AMD Soars After AI Demand Fuels Better-Than-Expected Outlook

Advanced Micro Devices Inc., the leading challenger to Nvidia Corp. in AI computing chips, reached a record high after a flood of data center spending bolstered its sales forecast.
24/7 Wall St.

The $120 Billion Growth Driver Sitting Inside AMD’s AI Juggernaut

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) used its Q1 FY2026 earnings report to reset the ceiling on its ...

AMD posts record first-quarter results, driven by skyrocketing data center CPU demand — company expects consumer andgaming revenue to decline in Q2 over ri…

AMD sets record data center revenue as demand for CPUs from the AI sector skyrockets and is poised to increase even further ...
TweakTown

AMD's new CPPC 'Highest Frequency' feature could improve CPU scheduling and boost behavior in Windows 11

The new feature could debut with Zen 6 CPUs and aims to fix mismatches between CPPC values and actual core speeds, improving ...

Another AMD upgrade rolls in: 'We missed this'

Seaport Research analyst Jay Goldberg has joined Bernstein analyst Stacy Rasgon in turning bullish on AMD's stock following earnings. "We missed this," Goldberg wrote. "In hindsight, Intel's results ...

Bernstein's Rasgon: AMD's CPU story is increasingly looking real and growth story is plausible

Stacy Rasgon, Bernstein senior analyst, joins 'The Exchange' to discuss AMD's quarterly earnings results, if the stock is ...