Overview

• AMD reported Q1 2025 revenue of $7.44 billion, a 36% year-over-year increase, exceeding analyst expectations of $7.13 billion.
• The company’s Data Center segment revenue surged 57% to $3.7 billion, driven by demand for AI GPUs and EPYC processors.
• AMD forecasts a $1.5 billion revenue loss in 2025 and an $800 million inventory charge due to U.S. export restrictions on advanced AI chips to China.
• Despite regulatory challenges, CEO Lisa Su remains optimistic about double-digit AI growth and strong demand from cloud infrastructure providers like Microsoft and Meta.
• AMD shares rose over 4% in after-hours trading following its Q2 guidance of $7.4 billion in revenue, surpassing Wall Street estimates.