Advanced Micro Devices
AMDQ4 2025(AMD Q3 FY2025)Derived28% AI
AI Revenue %
28%
AI Fair Value
$74.0B
AI Revenue (Q)
$5.1B
Total Revenue (Q)
$18.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (quarter ending September 27, 2025). Data Center revenue was $4,341M out of total $9,246M. Revenue surged to a record, with Data Center up 22% YoY from $3,549M. The MI350 series GPUs were ramping in 2025 per the 10-K. Data Center operating income was $1,074M, demonstrating strong profitability recovery from Q2. The filing mentions 'strong demand for our AMD EPYC processors and AMD Instinct GPU accelerators' as full-year drivers. Estimated EPYC CPU + other non-GPU DC revenue of ~$1,800-1,900M; remainder ~$2,400-2,500M from Instinct AI GPUs + ZT Design. Conservative estimate: ~$2,589M AI GPU and AI-related revenue = $2,589M / $9,246M = ~28.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $ 4,341
10-Q Segment Note, Q ended September 27, 2025
Total net revenue $ 9,246
10-Q Segment Note, Q ended September 27, 2025
AI Products Identified (Ring 1)
AMD Instinct MI350XAMD Instinct MI300XSilo 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 FPGAsDPUsSmartNICsAI NICs
Confidence Tier
DerivedCalculated from reported segments primarily serving AI