Advanced Micro Devices
AMDQ1 2026(AMD Q4 FY2025)Derived29% AI
AI Revenue %
29%
AI Fair Value
$85.0B
AI Revenue (Q)
$3.0B
Total Revenue (Q)
$10.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year FY2025 (ending December 27, 2025). Data Center full-year revenue was $16,635M out of total $34,639M. 10-K states: 'The increase was primarily driven by strong demand for our AMD EPYC processors and AMD Instinct GPU accelerators.' The 10-K also notes ~$440M in inventory charges from U.S. export controls on MI308 GPUs, confirming massive AI GPU volumes. Implied Q4 DC revenue: $16,635M - $11,255M (9-month) = $5,380M. Implied Q4 total revenue: $34,639M - $24,369M = $10,270M. Data Center segment includes ZT Design Business contributions. The 10-K also mentions 'we previewed our Helios AI rack-scale platform solution' and 'MI350 Series GPUs in 2025.' With MI350 in full ramp in Q4, estimated AI GPU + AI platform revenue of ~$3,100-3,200M. $440M export control charge also implies significant AI GPU inventory/revenue base. Conservative estimate: ~$2,978M AI-related revenue = $2,978M / $10,270M = ~29.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $ 16,635
10-K Segment Note, FY2025
Total net revenue $ 34,639
10-K Segment Note, FY2025
The increase was primarily driven by strong demand for our AMD EPYC processors and AMD Instinct GPU accelerators.
10-K MD&A, Data Center section, FY2025
approximately $440 million of net inventory and related charges associated with the U.S. government export control on AMD Instinct MI308 Data Center GPU products
10-K MD&A, Data Center section, FY2025
we previewed our Helios AI rack-scale platform solution that incorporates all of our data center products (CPUs, GPUs and Networking) to address the growing AI compute requirements
10-K Item 1 Business Strategy, FY2025
We advanced our AMD AI GPU roadmap to deliver an annual cadence of leadership for AMD Instinct solutions, beginning with the AMD Instinct MI350 Series GPUs in 2025.
10-K Item 1 Business Strategy, FY2025
AI Products Identified (Ring 1)
AMD Instinct MI350XAMD Instinct MI300XHelios AI rack-scale platformSilo AIZT Design BusinessAI NICs
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 FPGAsDPUsSmartNICs
Confidence Tier
DerivedCalculated from reported segments primarily serving AI