Advanced Micro Devices
AMDQ3 2022(AMD Q2 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$1.5B
AI Revenue (Q)
$65.5M
Total Revenue (Q)
$6.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2022 (quarter ending September 24, 2022). Data Center revenue was $1,609M out of total $5,565M. Still pre-MI300 era. MI250 had limited uptake in AI/HPC workloads. MD&A does not mention AI or GPU-specific revenue figures. Data Center growth commentary focuses on EPYC CPUs. Conservative estimate: ~$55M AI-related GPU revenue from MI250 = $55M / $5,565M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $ 1,609
10-Q Segment Note, Q ended September 24, 2022
Total net revenue $ 5,565
10-Q Segment Note, Q ended September 24, 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