Data Center ExpansionAMD should have a very strong data center quarter, given strong server demand and Intel's constraints.
Market Share GrowthAMD has a strong track record of innovation, design agility and proven execution and has been gaining market share from Intel in the server and client segment.
Strategic PartnershipsThe strategic partnership with OpenAI marks a major milestone for AMD, validating its technology roadmap, deepening collaboration with a leading AI customer, and providing multi-year revenue visibility while reinforcing its position as a key alternative in high-performance AI infrastructure.