Advanced Micro Devices
AMDQ2 2023(AMD Q1 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$1.5B
AI Revenue (Q)
$53.5M
Total Revenue (Q)
$5.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (quarter ending April 1, 2023). Data Center revenue was $1,295M out of total $5,353M. Still pre-MI300 era. The MI250 continued as AMD's AI GPU offering but with limited traction. Data Center revenue actually declined slightly from prior year ($1,295M vs $1,293M). No AI-specific revenue disclosure. Conservative estimate: ~$53M AI GPU revenue = $53M / $5,353M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $ 1,295
10-Q Segment Note, Q ended April 1, 2023
Total net revenue $ 5,353
10-Q Segment Note, Q ended April 1, 2023
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