Advanced Micro Devices
AMDQ4 2023(AMD Q3 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$3.2B
AI Revenue (Q)
$116.0M
Total Revenue (Q)
$5.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2023 (quarter ending September 30, 2023). Data Center revenue was $1,598M out of total $5,800M. This quarter saw growing anticipation of MI300X launch (December 2023). The segment description now explicitly includes 'GPUs' and management began discussing AI GPU opportunity more prominently. MI250 sales likely accelerated somewhat as customers prepared for AI workloads. No specific AI GPU revenue disclosed. Conservative estimate: ~$116M AI-related revenue (MI250 + early AI-adjacent FPGA/DPU) = $116M / $5,800M = ~2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $ 1,598
10-Q Segment Note, Q ended September 30, 2023
Total net revenue $ 5,800
10-Q Segment Note, Q ended September 30, 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