Overview
- Revenue rose 36% to $9.25 billion with adjusted EPS of $1.20, topping Wall Street estimates for the quarter ended Sept. 27.
- Management guided Q4 revenue to about $9.6 billion and projected an adjusted gross margin of 54.5%.
- The data-center segment generated $4.34 billion, up 22% year over year, with guidance excluding potential Instinct MI308 shipments to China.
- OpenAI plans to deploy 6 GW of AMD Instinct GPUs over multiple years and may take roughly a 10% stake in AMD, while Oracle targets 50,000 MI450 chips in its cloud starting next year.
- CEO Lisa Su confirmed the 2nm Zen 6 ‘Venice’ EPYC for 2026 now in lab testing and outlined a 2026-bound Helios accelerator based on MI400 with about 40 PFLOPs, 432GB HBM4 and 19.6 TB/s bandwidth.