Advanced Micro Devices
AMDQ3 2023(AMD Q2 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$1.6B
AI Revenue (Q)
$53.6M
Total Revenue (Q)
$5.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (quarter ending July 1, 2023). Data Center revenue was $1,321M out of total $5,359M. MI300 had not yet launched (announced at end of 2023). MI250 remained AMD's AI GPU with limited adoption. No AI-specific figures disclosed. Conservative estimate: ~$53M AI GPU revenue = $53M / $5,359M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $ 1,321
10-Q Segment Note, Q ended July 1, 2023
Total net revenue $ 5,359
10-Q Segment Note, Q ended July 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