Advanced Micro Devices
AMDQ1 2023(AMD Q4 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$1.5B
AI Revenue (Q)
$55.6M
Total Revenue (Q)
$5.6B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year FY2022 (ending December 31, 2022). Data Center full-year revenue was $6,043M out of total $23,601M. The 10-K MD&A states: 'The increase was primarily driven by higher sales of our EPYC server processors.' No mention of AI GPU revenue as a meaningful driver. MI250 was in market but not a significant revenue contributor relative to EPYC. Implied Q4 Data Center revenue: $6,043M - $4,388M (9-month) = $1,655M. Conservative estimate: ~$236M AI GPU revenue for full year (~$59M per quarter average) = $236M / $23,601M = ~1.0%. Applying to Q4 only: ~$59M / $5,599M (implied Q4 revenue) = ~1.1%, rounding down to 1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $ 6,043
10-K Segment Note, FY2022
Total net revenue $ 23,601
10-K Segment Note, FY2022
The increase was primarily driven by higher sales of our EPYC server processors.
10-K MD&A, Data Center section, FY2022
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