Advanced Micro Devices
AMDQ2 2025(AMD Q1 FY2025)Derived26% AI
AI Revenue %
26%
AI Fair Value
$70.6B
AI Revenue (Q)
$1.4B
Total Revenue (Q)
$5.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 (quarter ending March 29, 2025). New segment structure: Data Center ($3,674M), Client and Gaming ($2,941M), Embedded ($823M). Total revenue $7,438M. Data Center segment now explicitly lists 'Artificial Intelligence (AI) accelerators' first in its description. Data Center revenue of $3,674M, up 57% from $2,337M in Q1 FY2024. The MI300 series continued strong ramp, and MI350 was being previewed. Estimated AI GPU revenue of ~$1,900-2,000M based on continued ramp from Q4 FY2024 trajectory. Conservative estimate: ~$1,934M AI GPU revenue = $1,934M / $7,438M = ~26.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $ 3,674
10-Q Segment Note, Q ended March 29, 2025
Total net revenue $ 7,438
10-Q Segment Note, Q ended March 29, 2025
the Data Center segment, which primarily includes Artificial Intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs)
10-Q Note 4, Segment Reporting, Q ended March 29, 2025
AI Products Identified (Ring 1)
AMD Instinct MI300XAMD Instinct MI300AAMD Instinct MI350 (preview)Silo AIZT Design Business
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 FPGAsDPUsSmartNICs
Confidence Tier
DerivedCalculated from reported segments primarily serving AI