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AMD Reports 36% Revenue Growth in Q1 2025 Amid Strong CPU and Datacenter Demand

Zen 5 processors and AI accelerators drive record earnings, while export restrictions on GPUs for China forecast a $1.5 billion annual revenue impact.

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Overview

  • AMD achieved $7.44 billion in Q1 2025 revenue, a 36% year-over-year increase, with net profit surging to $709 million.
  • Client segment revenue rose by 68% to $2.29 billion, driven by strong sales of Zen 5-based Ryzen processors for desktops and notebooks.
  • Datacenter revenue jumped 57% to $3.67 billion, powered by the adoption of Zen 5-based Turin processors and Instinct AI accelerators.
  • Gaming revenue declined 30% year-over-year to $647 million, largely due to weaker demand for console chips, despite a quarterly boost from new Radeon GPUs.
  • US export restrictions on the China-specific Instinct MI308 GPUs are projected to reduce AMD’s 2025 revenue by $1.5 billion, with a $700 million impact expected in Q2.