Advanced Micro Devices
AMDQ2 2022(AMD Q1 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$1.4B
AI Revenue (Q)
$58.9M
Total Revenue (Q)
$5.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2022 (quarter ending June 25, 2022). Data Center revenue was $1,486M out of total $6,550M. The Data Center segment includes server CPUs (EPYC), GPUs, DPUs, FPGAs and Adaptive SoC products. At this time, AMD's AI GPU product was the MI250, which had very limited market traction. The vast majority of Data Center revenue was EPYC server CPUs and Xilinx FPGA/adaptive products (Xilinx acquired Feb 2022). MD&A states Data Center growth was 'primarily driven by higher sales of our EPYC server processors.' No AI-specific revenue breakdown is provided. Conservative estimate: ~$65M AI-related GPU revenue (MI250 in HPC/AI) = $65M / $6,550M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $ 1,486
10-Q Segment Note, Q ended June 25, 2022
Total net revenue $ 6,550
10-Q Segment Note, Q ended June 25, 2022
AI Products Identified (Ring 1)
AMD Instinct MI250AMD Instinct MI250X
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
EPYC server CPUsXilinx FPGAsPensando DPUs
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix