TSMC Advanced-node wafer fabrication
Filings disclose reliance on TSMC for CPU and GPU wafers at 7nm and more advanced nodes. Fabrication, packaging and testing supply affect delivery capacity. [1]
DisclosedAMD·NASDAQ·USD
EPYC and Instinct growth requires separating chip revenue from system deploymentBusiness mechanism
Daily history updates are delayed. Available history through 2026-10-23 remains visible; a current quote does not establish that daily history has been updated.
Requests to the historical-data source are rate limited, delaying daily-price updates. Existing verified periods are retained; trading days not yet retrieved are not fabricated.
The source history begins after the verified listing date; an earlier coverage gap remains.
The first available price is the start of the recorded history, not proof of the listing date. The verified listing date is 1972-09-27.
Security basis: The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately. Historical closes use the provider's split adjustments and exclude dividend distributions. Full-history adjustment factors have not been independently recalculated. Price changes do not represent total returns including dividends.
provider-history-starts-after-verified-listing
History update reason: source-rate-limited-until 2026-10-28T04:39:08.620Z
The company confirms an over-the-counter IPO on 1972-09-27, a transfer to the NYSE on 1979-10-15 and a transfer to Nasdaq on 2015-01-02. Where the source history starts after the IPO, the earlier gap remains.
Compare growth, earnings, cash flow and capital investment for aligned reporting periods to examine company-wide financial drivers. Calculation inputs and original filings remain available.
2017-04-01 — 2026-06-27 · Valid observations: 486. These observations analyze public financial data; they are not a standalone sector research report, score or price target. Company-wide figures do not replace segment, product or contract disclosures.
Time rangeAMD Share price
Each panel has its own value axis; dates and the cursor are synchronized. Operating data appear only on their observed dates; other dates are left blank. US daily prices are checked against the verified 1997–2027 trading calendar. A missing expected trading day breaks the line; weekends and recorded exchange holidays do not. Some daily market or calendar coverage is unverified. Only consecutive calendar dates are connected; gaps between dates are not assumed to be complete. Operating data are positioned at the actual period end, which is not necessarily the date of public disclosure. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
| Reporting period end | Gross margin% · Calculated from disclosures | Operating margin% · Calculated from disclosures | Net margin% · Calculated from disclosures | (CFO − cash purchases of PP&E) / revenue% · Calculated from disclosures |
|---|---|---|---|---|
| 2026-06-272026-06-27 | 53.77%Basis · Calculated from disclosuresSource version date: 2026-08-05 View calculation inputs · 4 items
| 17.25%Basis · Calculated from disclosuresSource version date: 2026-08-05 View calculation inputs · 4 items
| 19.91%Basis · Calculated from disclosuresSource version date: 2026-08-05 View calculation inputs · 4 items
| 13.51%Basis · Calculated from disclosuresSource version date: 2026-08-05 View calculation inputs · 5 items
|
| 2026-03-282026-03-28 | 52.82%Basis · Calculated from disclosuresSource version date: 2026-05-06 View calculation inputs · 4 items
| 14.40%Basis · Calculated from disclosuresSource version date: 2026-05-06 View calculation inputs · 4 items
| 13.49%Basis · Calculated from disclosuresSource version date: 2026-05-06 View calculation inputs · 4 items
| 25.03%Basis · Calculated from disclosuresSource version date: 2026-05-06 View calculation inputs · 5 items
|
| 2025-12-272025-12-27 | 54.30%Basis · Calculated from disclosuresSource version date: 2026-02-04 View calculation inputs · 4 items
| 17.06%Basis · Calculated from disclosuresSource version date: 2026-02-04 View calculation inputs · 4 items
| 14.71%Basis · Calculated from disclosuresSource version date: 2026-02-04 View calculation inputs · 4 items
| 23.15%Basis · Calculated from disclosuresSource version date: 2026-02-04 View calculation inputs · 5 items
|
Gross profit / revenue × 100
Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Operating income / revenue × 100
Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Selected net-income concept / revenue × 100
May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
(Operating cash flow − cash purchases of PP&E) / revenue × 100
A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Where revenue comes from and which operating changes still require verification.
AMD operates in data center, client and gaming, and embedded businesses. The Data Center segment includes CPUs, GPUs and other products; segment growth cannot be treated directly as AI GPU revenue growth. [1]
| Operating mechanism | How operating results are affected | Verifiable metrics |
|---|---|---|
| Data Center revenue → segment profit → consolidated profit | Check segment revenue and operating income while retaining amortization and stock-based compensation in All Other. Q2 year-over-year gross margin changes also reflect prior-year inventory charges related to export controls. [1] | |
| Deployment progress → purchases → revenue and share count | Initial system operation is evidence of delivery progress, not fulfillment of the entire deployment commitment. Customer warrant vesting thresholds and potential dilution require review alongside sales. [1][2] | Verify operating disclosures in the primary sources |
Filings disclose reliance on TSMC for CPU and GPU wafers at 7nm and more advanced nodes. Fabrication, packaging and testing supply affect delivery capacity. [1]
DisclosedAI colocation lease (direct) · 377MW critical IT · Pecos TX / Muskogee OK / Hunt County TX · 15 years + three 5-year extensions. Announced 530MW / >$14B includes the neocloud's 152MW · not fully attributable to AMD [5]
Signed or existingCapacity reservation right · may lease up to an additional 1,925MW before 2028-12-28 (377 + 152 + 1,925 ≈ the announced up to 2.5GW) [7]
OptionTrack deployment plans, actual purchase milestones and warrant vesting conditions separately. Maximum planned deployment is not currently recognized revenue. [1]
ConditionalUp to 6GW Instinct + warrants for 160m shares · zero vested; AMD said on 2026-10-12 that initial Helios systems were operating. Existing capacity ceilings are not fully delivered volumes; warrant vesting remains dated to the original filing. [3]
Signed or existingUp to 6GW Instinct + warrants for 160m shares · zero vested; AMD said on 2026-10-12 that initial Helios systems were operating. Existing capacity ceilings are not fully delivered volumes; warrant vesting remains dated to the original filing. [4]
Signed or existingUp to 2GW of Instinct MI450 Series GPUs deployed in AMD Helios racks · plus a multiyear collaboration to optimize AMD Instinct GPUs · announced 2026-07-22 [9]
Signed or existingOracle named among the cloud providers deploying AMD Helios rack-scale systems · GPU count, capacity and contract value all undisclosed; AMD said on 2026-10-12 that initial Helios systems were operating. Existing capacity ceilings are not fully delivered volumes; warrant vesting remains dated to the original filing. [10]
Signed or existingAzure to deploy AMD Helios rack-scale systems at scale (MI455X + Venice EPYC + Pensando + ROCm) for frontier-model inference · AMD begins shipping Helios to customers including Microsoft in 2H 2026 · plus new EPYC 'Venice' HDv2/HXv2 VM series and expanded Pensando DPU rollout; AMD said on 2026-10-12 that initial Helios systems were operating. Existing capacity ceilings are not fully delivered volumes; warrant vesting remains dated to the original filing. [11]
Signed or existingUp to 500MW of AI compute over five years · the parties to invest up to $10bn combined · spanning KSA and the US · full-stack Instinct GPU + EPYC + Pensando + ROCm [12]
Framework or indication of intentMore than 24,000 additional AMD Instinct GPUs · 50MW deployment · 5C's Springfield, Ohio campus · future AMD Instinct MI450 Series and Helios rack architecture on the horizon [16]
Signed or existingTwo sovereign AI supercomputers · Lux (MI355X + EPYC + Pensando, early 2026) and Discovery (MI430X + 'Venice' EPYC, delivery 2028 / user operations 2029) · HPE and Oracle Cloud Infrastructure also parties · $1bn combined public-private investment (not AMD's own outlay) [17]
Signed or existingDigitalOcean brought GPU Droplets powered by AMD Instinct MI350X into general availability and stated it would deploy AMD Instinct MI355X GPUs the following quarter, adding liquid-cooled racks; no unit volumes or dollar amounts disclosed [18]
Signed or existingSanmina acquires ZT Systems' data-center infrastructure manufacturing business from AMD · $3bn in cash and stock plus contingent consideration of up to $0.45bn through 2028 · closed 2025-10-27 · AMD received $1.4bn net cash and 1,151,052 Sanmina shares · Sanmina becomes AMD's preferred NPI manufacturing partner for rack/cluster-scale AI solutions [14]
Signed or existingCredit support agreement (tripartite) · protects AMD equipment + AMD has the right but not the obligation to cure specified defaults on the neocloud's behalf · 15 years or earlier termination [6]
Signed or existingStrategic equity investment · up to $5bn · subject to certain contingencies, expected to be made through FY2028 · bundled with the up-to-2GW MI450 deployment [8]
Signed or existingFounding investor in a three-way JV (AMD + Cisco + HUMAIN) and its exclusive technology partner · phase 1 deployment of 100MW · JV expected to begin operations in 2026 · up to 1GW by 2030 · stake and funding undisclosed [13]
Framework or indication of intentAcquisition of Taalas (Toronto, founded 2023 · AI-inference silicon that hardwires models into chips) · definitive agreement signed, not yet closed · consideration undisclosed · subject to customary closing conditions and regulatory approvals [15]
Pending signatureContinue checking facts that could change the conclusions; no hypothetical thresholds are assigned to observations without reliable inputs.
Track Data Center, Client, Gaming and Embedded together. Calculate margins only when the segment scopes match. [1]
Check vesting and exercise against new filings. The historical unvested status in Q2 2026 cannot automatically be assumed to remain current. [1]
Verify operating disclosures in the primary sourcesCandlesticks, volume and cross-company prices
Quote 2026-10-27Market cap retrieved 2026-10-28Financial period end 2026-06-27
Public financial and operating analysis is available. Standalone research has not yet been published; exploreOperating data、Financial comparison and SourceSource document。
Select two specific periods to compare changes in scale, earnings and cash.
| Line item | Current period | Comparison period | Amount change | Growth |
|---|---|---|---|---|
| RevenueRecognized revenue; growth is calculated only when the comparison-period base is positive | 11.54 B | 10.25 B | +1.28 B | +12.51% |
| Gross profitGross margin 53.77% · Change +0.95 percentage points | 6.20 B | 5.42 B | +787.00 M | +14.53% |
| Operating incomeOperating margin 17.25% · Change +2.85 percentage points | 1.99 B | 1.48 B | +514.00 M | +34.82% |
| Net incomeNet margin 19.91% · Change +6.42 percentage points | 2.30 B | 1.38 B | +914.00 M | +66.09% |
| Operating cash flowOperating cash flow / revenue 20.51% · Change -8.31 percentage points | 2.37 BDerived by subtractionRaw value 2,366,000,000.00 USD 2026-03-29 — 2026-06-27 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.96 B | -589.00 M | -19.93% |
| Capital expenditureCapital expenditure / revenue 7.00% · Change +3.21 percentage points | 808.00 MDerived by subtractionRaw value 808,000,000.00 USD 2026-03-29 — 2026-06-27 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 389.00 M | +419.00 M | +107.71% |
The change is the current value minus the comparison value; it is not automatically classified as year-over-year or quarter-over-quarter. Select a value to inspect reporting dates, filing versions and reconstruction inputs.
Time rangeRevenue
Series with the same unit and frequency share a value axis. Each column compares observations with matching period boundaries and units. Records that fail those checks remain blank. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
Scroll to see all periods; select a value to open its source →
| Reporting period end · USD | 2017-04-01 | 2017-07-01 | 2017-09-30 | 2017-12-30 | 2018-03-31 | 2018-06-30 | 2018-09-29 | 2018-12-29 | 2019-03-30 | 2019-06-29 | 2019-09-28 | 2019-12-28 | 2020-03-28 | 2020-06-27 | 2020-09-26 | 2020-12-26 | 2021-03-27 | 2021-06-26 | 2021-09-25 | 2021-12-25 | 2022-03-26 | 2022-06-25 | 2022-09-24 | 2022-12-31 | 2023-04-01 | 2023-07-01 | 2023-09-30 | 2023-12-30 | 2024-03-30 | 2024-06-29 | 2024-09-28 | 2024-12-28 | 2025-03-29 | 2025-06-28 | 2025-09-27 | 2025-12-27 | 2026-03-28 | 2026-06-27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.18 B | 1.15 B | 1.58 B | 1.34 B | 1.65 B | 1.76 B | 1.65 B | 1.42 B | 1.27 B | 1.53 B | 1.80 B | 2.13 B | 1.79 B | 1.93 B | 2.80 B | 3.24 B | 3.45 B | 3.85 B | 4.31 B | 4.83 BDerived by subtractionRaw value 4,826,000,000.00 USD 2021-09-26 — 2021-12-25 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.89 B | 6.55 B | 5.57 B | 5.60 BDerived by subtractionRaw value 5,599,000,000.00 USD 2022-09-25 — 2022-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.35 B | 5.36 B | 5.80 B | 6.17 BDerived by subtractionRaw value 6,168,000,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.47 B | 5.84 B | 6.82 B | 7.66 BDerived by subtractionRaw value 7,658,000,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 7.44 B | 7.69 B | 9.25 B | 10.27 BDerived by subtractionRaw value 10,270,000,000.00 USD 2025-09-28 — 2025-12-27 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 10.25 B | 11.54 B |
| Gross profit | 378.00 M | 386.00 M | 571.00 M | 452.00 M | 597.00 M | 652.00 M | 661.00 M | 537.00 M | 521.00 M | 621.00 M | 777.00 M | 949.00 M | 818.00 M | 848.00 M | 1.23 B | 1.45 B | 1.59 B | 1.83 B | 2.09 B | 2.43 BDerived by subtractionRaw value 2,426,000,000.00 USD 2021-09-26 — 2021-12-25 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.82 B | 3.03 B | 2.35 B | 2.40 BDerived by subtractionRaw value 2,403,000,000.00 USD 2022-09-25 — 2022-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.36 B | 2.44 B | 2.75 B | 2.91 BDerived by subtractionRaw value 2,911,000,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.56 B | 2.86 B | 3.42 B | 3.88 BDerived by subtractionRaw value 3,882,000,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.74 B | 3.06 B | 4.78 B | 5.58 BDerived by subtractionRaw value 5,577,000,000.00 USD 2025-09-28 — 2025-12-27 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.42 B | 6.20 B |
| Operating income | 11.00 M | -1.00 M | 119.00 M | -2.00 M | 120.00 M | 153.00 M | 150.00 M | 28.00 M | 38.00 M | 59.00 M | 186.00 M | 348.00 M | 177.00 M | 173.00 M | 449.00 M | 570.00 M | 662.00 M | 831.00 M | 948.00 M | 1.21 BDerived by subtractionRaw value 1,207,000,000.00 USD 2021-09-26 — 2021-12-25 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 951.00 M | 526.00 M | -64.00 M | -149.00 MDerived by subtractionRaw value -149,000,000.00 USD 2022-09-25 — 2022-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| -145.00 M | -20.00 M | 224.00 M | 342.00 MDerived by subtractionRaw value 342,000,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 36.00 M | 269.00 M | 724.00 M | 871.00 MDerived by subtractionRaw value 871,000,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 806.00 M | -134.00 M | 1.27 B | 1.75 BDerived by subtractionRaw value 1,752,000,000.00 USD 2025-09-28 — 2025-12-27 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 1.48 B | 1.99 B |
| Net income | -33.00 M | -42.00 M | 61.00 M | -19.00 M | 81.00 M | 116.00 M | 102.00 M | 38.00 M | 16.00 M | 35.00 M | 120.00 M | 170.00 M | 162.00 M | 157.00 M | 390.00 M | 1.78 B | 555.00 M | 710.00 M | 923.00 M | 974.00 MDerived by subtractionRaw value 974,000,000.00 USD 2021-09-26 — 2021-12-25 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 786.00 M | 447.00 M | 66.00 M | 21.00 MDerived by subtractionRaw value 21,000,000.00 USD 2022-09-25 — 2022-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| -139.00 M | 27.00 M | 299.00 M | 667.00 MDerived by subtractionRaw value 667,000,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 123.00 M | 265.00 M | 771.00 M | 482.00 MDerived by subtractionRaw value 482,000,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 709.00 M | 872.00 M | 1.24 B | 1.51 BDerived by subtractionRaw value 1,511,000,000.00 USD 2025-09-28 — 2025-12-27 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 1.38 B | 2.30 B |
| Operating cash flow | -299.00 M | -82.00 MDerived by subtractionRaw value -82,000,000.00 USD 2017-04-02 — 2017-07-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 69.00 MDerived by subtractionRaw value 69,000,000.00 USD 2017-07-02 — 2017-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 324.00 MDerived by subtractionRaw value 324,000,000.00 USD 2017-10-01 — 2017-12-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| -107.00 M | -55.00 MDerived by subtractionRaw value -55,000,000.00 USD 2018-04-01 — 2018-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 76.00 MDerived by subtractionRaw value 76,000,000.00 USD 2018-07-01 — 2018-09-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 120.00 MDerived by subtractionRaw value 120,000,000.00 USD 2018-09-30 — 2018-12-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| -213.00 M | 30.00 MDerived by subtractionRaw value 30,000,000.00 USD 2019-03-31 — 2019-06-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 234.00 MDerived by subtractionRaw value 234,000,000.00 USD 2019-06-30 — 2019-09-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 442.00 MDerived by subtractionRaw value 442,000,000.00 USD 2019-09-29 — 2019-12-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| -65.00 M | 243.00 MDerived by subtractionRaw value 243,000,000.00 USD 2020-03-29 — 2020-06-27 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 339.00 MDerived by subtractionRaw value 339,000,000.00 USD 2020-06-28 — 2020-09-26 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 554.00 MDerived by subtractionRaw value 554,000,000.00 USD 2020-09-27 — 2020-12-26 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 898.00 M | 952.00 MDerived by subtractionRaw value 952,000,000.00 USD 2021-03-28 — 2021-06-26 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 849.00 MDerived by subtractionRaw value 849,000,000.00 USD 2021-06-27 — 2021-09-25 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 822.00 MDerived by subtractionRaw value 822,000,000.00 USD 2021-09-26 — 2021-12-25 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 995.00 M | 1.04 BDerived by subtractionRaw value 1,038,000,000.00 USD 2022-03-27 — 2022-06-25 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 965.00 MDerived by subtractionRaw value 965,000,000.00 USD 2022-06-26 — 2022-09-24 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 567.00 MDerived by subtractionRaw value 567,000,000.00 USD 2022-09-25 — 2022-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 486.00 M | 379.00 MDerived by subtractionRaw value 379,000,000.00 USD 2023-04-02 — 2023-07-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 421.00 MDerived by subtractionRaw value 421,000,000.00 USD 2023-07-02 — 2023-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 381.00 MDerived by subtractionRaw value 381,000,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 521.00 M | 593.00 MDerived by subtractionRaw value 593,000,000.00 USD 2024-03-31 — 2024-06-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 628.00 MDerived by subtractionRaw value 628,000,000.00 USD 2024-06-30 — 2024-09-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 1.30 BDerived by subtractionRaw value 1,299,000,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 939.00 M | 2.01 BDerived by subtractionRaw value 2,011,000,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.16 BDerived by subtractionRaw value 2,159,000,000.00 USD 2025-06-29 — 2025-09-27 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.60 BDerived by subtractionRaw value 2,600,000,000.00 USD 2025-09-28 — 2025-12-27 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.96 B | 2.37 BDerived by subtractionRaw value 2,366,000,000.00 USD 2026-03-29 — 2026-06-27 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
|
| Capital expenditure | 23.00 M | 12.00 MDerived by subtractionRaw value 12,000,000.00 USD 2017-04-02 — 2017-07-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 34.00 MDerived by subtractionRaw value 34,000,000.00 USD 2017-07-02 — 2017-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 44.00 MDerived by subtractionRaw value 44,000,000.00 USD 2017-10-01 — 2017-12-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 46.00 M | 43.00 MDerived by subtractionRaw value 43,000,000.00 USD 2018-04-01 — 2018-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 33.00 MDerived by subtractionRaw value 33,000,000.00 USD 2018-07-01 — 2018-09-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 41.00 MDerived by subtractionRaw value 41,000,000.00 USD 2018-09-30 — 2018-12-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 62.00 M | 58.00 MDerived by subtractionRaw value 58,000,000.00 USD 2019-03-31 — 2019-06-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 55.00 MDerived by subtractionRaw value 55,000,000.00 USD 2019-06-30 — 2019-09-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 42.00 MDerived by subtractionRaw value 42,000,000.00 USD 2019-09-29 — 2019-12-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 55.00 M | 91.00 MDerived by subtractionRaw value 91,000,000.00 USD 2020-03-29 — 2020-06-27 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 74.00 MDerived by subtractionRaw value 74,000,000.00 USD 2020-06-28 — 2020-09-26 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 74.00 MDerived by subtractionRaw value 74,000,000.00 USD 2020-09-27 — 2020-12-26 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 66.00 M | 64.00 MDerived by subtractionRaw value 64,000,000.00 USD 2021-03-28 — 2021-06-26 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 85.00 MDerived by subtractionRaw value 85,000,000.00 USD 2021-06-27 — 2021-09-25 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 86.00 MDerived by subtractionRaw value 86,000,000.00 USD 2021-09-26 — 2021-12-25 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 71.00 M | 132.00 MDerived by subtractionRaw value 132,000,000.00 USD 2022-03-27 — 2022-06-25 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 123.00 MDerived by subtractionRaw value 123,000,000.00 USD 2022-06-26 — 2022-09-24 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 124.00 MDerived by subtractionRaw value 124,000,000.00 USD 2022-09-25 — 2022-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 158.00 M | 125.00 MDerived by subtractionRaw value 125,000,000.00 USD 2023-04-02 — 2023-07-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 124.00 MDerived by subtractionRaw value 124,000,000.00 USD 2023-07-02 — 2023-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 139.00 MDerived by subtractionRaw value 139,000,000.00 USD 2023-10-01 — 2023-12-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 142.00 M | 154.00 MDerived by subtractionRaw value 154,000,000.00 USD 2024-03-31 — 2024-06-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 132.00 MDerived by subtractionRaw value 132,000,000.00 USD 2024-06-30 — 2024-09-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 208.00 MDerived by subtractionRaw value 208,000,000.00 USD 2024-09-29 — 2024-12-28 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 212.00 M | 282.00 MDerived by subtractionRaw value 282,000,000.00 USD 2025-03-30 — 2025-06-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 258.00 MDerived by subtractionRaw value 258,000,000.00 USD 2025-06-29 — 2025-09-27 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 222.00 MDerived by subtractionRaw value 222,000,000.00 USD 2025-09-28 — 2025-12-27 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 389.00 M | 808.00 MDerived by subtractionRaw value 808,000,000.00 USD 2026-03-29 — 2026-06-27 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
|
Comparison columns require aligned period boundaries, currency and duration. Blank values are not zero; directly reported quarters and cumulative reconstructions are distinguished. A non-positive comparison base is shown as an amount change without a percentage growth rate.
View filing sourceCompleted events, conditional arrangements and the document versions used are listed separately.
Acquisition of Taalas (Toronto, founded 2023 · AI-inference silicon that hardwires models into chips) · definitive agreement signed, not yet closed · consideration undisclosed · subject to customary closing conditions and regulatory approvals [15]
Up to 2GW of Instinct MI450 Series GPUs deployed in AMD Helios racks · plus a multiyear collaboration to optimize AMD Instinct GPUs · announced 2026-07-22 [9]
Oracle named among the cloud providers deploying AMD Helios rack-scale systems · GPU count, capacity and contract value all undisclosed; AMD said on 2026-10-12 that initial Helios systems were operating. Existing capacity ceilings are not fully delivered volumes; warrant vesting remains dated to the original filing. [10]
AI colocation lease (direct) · 377MW critical IT · Pecos TX / Muskogee OK / Hunt County TX · 15 years + three 5-year extensions. Announced 530MW / >$14B includes the neocloud's 152MW · not fully attributable to AMD [5]
Credit support agreement (tripartite) · protects AMD equipment + AMD has the right but not the obligation to cure specified defaults on the neocloud's behalf · 15 years or earlier termination [6]
Capacity reservation right · may lease up to an additional 1,925MW before 2028-12-28 (377 + 152 + 1,925 ≈ the announced up to 2.5GW) [7]
Strategic equity investment · up to $5bn · subject to certain contingencies, expected to be made through FY2028 · bundled with the up-to-2GW MI450 deployment [8]
Azure to deploy AMD Helios rack-scale systems at scale (MI455X + Venice EPYC + Pensando + ROCm) for frontier-model inference · AMD begins shipping Helios to customers including Microsoft in 2H 2026 · plus new EPYC 'Venice' HDv2/HXv2 VM series and expanded Pensando DPU rollout; AMD said on 2026-10-12 that initial Helios systems were operating. Existing capacity ceilings are not fully delivered volumes; warrant vesting remains dated to the original filing. [11]
DigitalOcean brought GPU Droplets powered by AMD Instinct MI350X into general availability and stated it would deploy AMD Instinct MI355X GPUs the following quarter, adding liquid-cooled racks; no unit volumes or dollar amounts disclosed [18]
More than 24,000 additional AMD Instinct GPUs · 50MW deployment · 5C's Springfield, Ohio campus · future AMD Instinct MI450 Series and Helios rack architecture on the horizon [16]
Founding investor in a three-way JV (AMD + Cisco + HUMAIN) and its exclusive technology partner · phase 1 deployment of 100MW · JV expected to begin operations in 2026 · up to 1GW by 2030 · stake and funding undisclosed [13]
Sanmina acquires ZT Systems' data-center infrastructure manufacturing business from AMD · $3bn in cash and stock plus contingent consideration of up to $0.45bn through 2028 · closed 2025-10-27 · AMD received $1.4bn net cash and 1,151,052 Sanmina shares · Sanmina becomes AMD's preferred NPI manufacturing partner for rack/cluster-scale AI solutions [14]
Two sovereign AI supercomputers · Lux (MI355X + EPYC + Pensando, early 2026) and Discovery (MI430X + 'Venice' EPYC, delivery 2028 / user operations 2029) · HPE and Oracle Cloud Infrastructure also parties · $1bn combined public-private investment (not AMD's own outlay) [17]
Up to 500MW of AI compute over five years · the parties to invest up to $10bn combined · spanning KSA and the US · full-stack Instinct GPU + EPYC + Pensando + ROCm [12]
This page cites periods ending through 2026-06-27. The same document includes multiple comparison periods.
This page cites periods ending through 2026-03-28. The same document includes multiple comparison periods.
This page cites periods ending through 2025-12-27. The same document includes multiple comparison periods.
This page cites periods ending through 2025-09-27. The same document includes multiple comparison periods.
This page cites periods ending through 2024-06-29.
This page cites periods ending through 2024-03-30.
Showing the latest 6 recorded source versions. Find the remaining 59 in Source values in the full financial table.
Trace supply and demand through contract performance, operating metrics and cash attribution.
Goods and services are arranged from supplier to customer; capital is shown separately. Select a relationship to inspect its evidence and operating mechanism. Second-degree paths do not establish guarantees or certain revenue.
| Economic direction / relationship type | Status / record date | Recorded amount | Capacity basis | Evidence source |
|---|---|---|---|---|
| Pending signature2026-08-06 | No attributable amount providedAcquisition consideration | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-08-04 | No attributable amount providedAmount classification not yet structured | 2 GWSee the record for capacity definitions and conditions | A · Original filingCheck public source ↗ | |
| Signed / existing2026-08-04 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-07-28 | The announced 530MW / more than $14bn includes 152MW for a neocloud; the full amount cannot be attributed to AMDAmount associated with the contract relationship | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-07-28 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Option2026-07-28 | No attributable amount providedAmount associated with the contract relationship | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-07-22 | USD 5 billionEquity subscription amount | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-07-20 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-02-19 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2025-12-02 | No attributable amount providedAmount classification not yet structured | 50 MWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Framework / intent2025-11-19 | No attributable amount providedEquity subscription amount | 100 MWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Signed / existing2025-10-27 | USD 3 billionAcquisition consideration | Not structured | A · Original filingCheck public source ↗ |
Downstream demand · Supply
Up to 2 GW of Instinct MI450 series systems
Recorded as signed or existing; performance progress requires separate verification
No attributable amount is available for this record. This does not mean the amount is zero.
A period-by-period schedule of payments and revenue recognition has not been established. The recorded amount is not converted into current-period revenue, cash paid or stock-price impact.
Capacity definitions are retained separately for each record and cannot be added together as recognizable revenue.
Relationship counts, capacity and total contract value are not measures of revenue or procurement concentration.
Up to 2GW of Instinct MI450 Series GPUs deployed in AMD Helios racks · plus a multiyear collaboration to optimize AMD Instinct GPUs · announced 2026-07-22
AMD 8-K EX-99.1(2026-08-04)
The excerpts below come from this record. Verify signed status separately from actual completion.
The amount associated with a relationship cannot substitute for the company's revenue, earnings or stock-price impact. Applies to this relationship; the original document determines the specific legal entities and attribution.
Analytical framework, not a realized impact
AMD supplies products or services to Anthropic; a customer list is not an irrevocable order.
Verify orders, performance, invoicing and collections; monitor changes in customer demand, product mix and selling prices.
Assess whether incremental revenue, costs and gross profit, accounts receivable and operating cash flows are consistent.
First verify the sustainability of earnings and cash flows, then compare valuations; do not infer share-price upside directly from a partnership announcement.
Cross-check relationship events against subsequent disclosures of company revenue, costs, working capital and cash flows; movements in the same direction alone do not establish causation.
Review procurement, customer and capital relationships separately. The same cooperation may appear in multiple records; the amounts are not automatically additive.
| Relationship type | Status / date | Evidence source |
|---|---|---|
| Signed / existing | B · Company / media |
Metrics test operating processes; an overall change cannot be attributed to a single relationship. Expand the definitions to check calculation methods and their applicable boundaries.
Can revenue growth translate into earnings attributable to shareholders?
Preserve the distinctions relating to depreciation, stock-based compensation, adjustments and segments. The company's margin cannot be applied as this contract's margin.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Gross margin ↗2026-06-27 · Research calculation | 53.77% | Definition and boundariesGross profit / revenue × 100 Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating margin ↗2026-06-27 · Research calculation | 17.25% | Definition and boundariesOperating income / revenue × 100 Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Net margin ↗2026-06-27 · Research calculation | 19.91% | Definition and boundariesSelected net-income concept / revenue × 100 May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / revenue ↗2026-06-27 · Research calculation | 20.51% | Definition and boundariesOperating cash flow / revenue × 100 Shows operating cash inflows and outflows, including working capital and taxes. It is neither a contract collection rate nor cash available for shareholder distribution. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (CFO − cash purchases of PP&E) / revenue ↗2026-06-27 · Research calculation | 13.51% | Definition and boundaries(Operating cash flow − cash purchases of PP&E) / revenue × 100 A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Data center segment operating margin ↗2026-06-27 · Research calculation | 31.3% | Definition and boundaries(Data center segment operating income) / Data center segment revenue × 100 Division is limited to quarters with matching start/end dates and the same segment scope. Calculated from the amounts shown in the source document; results may differ slightly from ratios rounded separately in that document. |
Has relationship expansion converted into recognizable business revenue?
Reconcile by business and financial period. Total company revenue does not establish the selected customer's individual contribution.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Data center segment revenue ↗2026-06-27 · Reported data | 6,718 USD million | Definition and boundariesDirectly reported in the source document Includes only the actual observations for the current quarter and the same quarter of the prior year in the source document; intervening quarters are not filled in. Segment profit does not replace consolidated GAAP profit, and segment revenue is not separately reported AI revenue. |
| Client revenue ↗2026-06-27 · Reported data | 3,062 USD million | Definition and boundariesDirectly reported in the source document Includes only the actual observations for the current quarter and the same quarter of the prior year in the source document; intervening quarters are not filled in. Segment profit does not replace consolidated GAAP profit, and segment revenue is not separately reported AI revenue. |
| Gaming revenue ↗2026-06-27 · Reported data | 779 USD million | Definition and boundariesDirectly reported in the source document Includes only the actual observations for the current quarter and the same quarter of the prior year in the source document; intervening quarters are not filled in. Segment profit does not replace consolidated GAAP profit, and segment revenue is not separately reported AI revenue. |
| Embedded segment revenue ↗2026-06-27 · Reported data | 977 USD million | Definition and boundariesDirectly reported in the source document Includes only the actual observations for the current quarter and the same quarter of the prior year in the source document; intervening quarters are not filled in. Segment profit does not replace consolidated GAAP profit, and segment revenue is not separately reported AI revenue. |
What verifiable information does this metric provide about this relationship?
Use the metric's definition and original inputs. Quantitative attribution to this relationship has not been established.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Revenue growth YoY ↗2026-06-27 · Research calculation | 50.11% | Definition and boundaries(Current-period revenue / comparable prior-year revenue − 1) × 100 Requires the same concept and currency for equal-length periods one year apart, with positive prior-year revenue. A 53-week versus 52-week year may still differ by one week; no daily adjustment is made. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / net income ↗2026-06-27 · Research calculation | 1.03 x | Definition and boundariesOperating cash flow / net income(Net income > 0) Examines cash conversion when earnings are positive. No multiple is calculated when net income is non-positive; taxes, non-cash charges and working capital can all cause divergence. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (Net income − operating cash flow) / revenue ↗2026-06-27 · Research calculation | -0.598% | Definition and boundaries(Net income − operating cash flow) / revenue × 100 The amount difference divided by revenue. This is not the Sloan accrual ratio or an earnings-manipulation score. A positive value only indicates that earnings exceed operating cash flow for the same period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Days sales outstanding (average balance) ↗2026-06-27 · Research calculation | 52.52 days | Definition and boundaries(Opening net receivables + closing net receivables) / 2 / revenue × actual days in the period A company-wide proxy for manufacturing and hardware businesses using average opening and closing balances. It is not the payment term in customer contracts. Comparison is with the corresponding prior-year period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Days inventory outstanding (average balance) ↗2026-06-27 · Research calculation | 140.89 days | Definition and boundaries(Opening inventory + closing inventory) / 2 / (revenue − gross profit) × actual days in the period Costs are reconstructed as revenue less reported gross profit for the same period and currency. Inventory mix and impairments can affect the result; it does not establish demand on its own. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Days payable outstanding (average balance) ↗2026-06-27 · Research calculation | 71.29 days | Definition and boundaries(Opening accounts payable + closing accounts payable) / 2 / (revenue − gross profit) × actual days in the period Cost of revenue is used as a proxy for purchases and may include non-purchasing costs. This is not a supplier payment term and does not separate supplier financing. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Cash conversion cycle (average balances) ↗2026-06-27 · Research calculation | 122.11 days | Definition and boundariesAverage-balance DSO + DIO − DPO Calculated only when all three balances, revenue and costs are available. This company-wide turnover proxy does not replace analysis of contract assets, customer prepayments or supplier financing. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Data center segment operating income ↗2026-06-27 · Reported data | 2,103 USD million | Definition and boundariesDirectly reported in the source document Includes only the actual observations for the current quarter and the same quarter of the prior year in the source document; intervening quarters are not filled in. Segment profit does not replace consolidated GAAP profit, and segment revenue is not separately reported AI revenue. |
How much cash is required for construction and procurement before delivery?
Compare prepayments, cash capital expenditure and commissioning plans. Current-period revenue is not a substitute for a full investment-recovery calculation.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Cash purchases of PP&E / revenue ↗2026-06-27 · Research calculation | 7% | Definition and boundariesCash purchases of PP&E / revenue × 100 Identified cash purchases of PP&E, excluding non-cash additions. Maintenance and expansion investment are not separated. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
Related browsing is based on overlapping segments in the current graph. It does not establish direct peers, valuation comparability, or a supply, customer or investment relationship.
A = original SEC or exchange filings; B = company announcements, IR materials, official websites or established media; C = industry-structure inferences or third-party accounts without an independent primary source
Key relationships were reviewed using public information available through 2026-10-23. Historical relationships have not all been individually reverified. Their original dates are retained; delisted entities remain in the relationship archive but are excluded from market-cap weights. Review coverage through 2026-10-23.
Signed status does not mean that the full amount has been paid or that capacity has been delivered. Assess contract value, period revenue, investment, loans, prepayments and guarantee caps separately; do not sum them as a single exposure. Distinguish total power capacity from critical IT load. Company-level metrics cannot be attributed directly to an individual relationship.
Source facts and operating implications are distinguished, with forecasts and conditional scenarios identified as such. Missing relationships mean that this graph has no record of them. Data version 60aad2cdea0eff4f82e9dafe344d1e57aa2b950269b621d7e5bddfef10520644.
2026-10-27, 16:00 ET · Regular-session close. History through 2026-10-23 uses provider split-adjusted prices, excluding dividends. Full-history adjustment factors have not been independently recalculated. MA20 is the arithmetic mean of 20 recorded trading-day closes and does not bridge missing prices or known corporate actions. Price comparisons exclude dividend reinvestment and do not represent total returns. Market cap retrieved on 2026-10-28. Prices refresh daily. Source timestamps and website update times are shown separately.
The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately.
provider-history-starts-after-verified-listing
The company confirms an over-the-counter IPO on 1972-09-27, a transfer to the NYSE on 1979-10-15 and a transfer to Nasdaq on 2015-01-02. Where the source history starts after the IPO, the earlier gap remains.
Reporting period 2026-06-27; filed 2026-08-05. Financials use the company's reporting periods and currency; unavailable values appear as —. Expand the section below each chart to inspect metric definitions, inputs and original sources.
Primary company business sources · Through 2026-10-12
Citations: 18 · Documents: 14 · Duplicate documents are grouped; individual source locations are retained
Note 4 segments; MD&A Overview; Risk Factors third-party manufacturing; customer warrant terms · document date 2026-08-05
One Year Later, AMD Helios in Production · Document date 2026-10-12
Reviewed 2026-10-23 · primary document https://newsroom.amd.com/news/ocp-2026-amd-ceo-lisa-su-keynote-takeaways/ [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Reviewed 2026-10-23 · primary document https://newsroom.amd.com/news/ocp-2026-amd-ceo-lisa-su-keynote-takeaways/ [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Reviewed 2026-10-23 · primary document https://newsroom.amd.com/news/ocp-2026-amd-ceo-lisa-su-keynote-takeaways/ [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Reviewed 2026-10-23 · primary document https://newsroom.amd.com/news/ocp-2026-amd-ceo-lisa-su-keynote-takeaways/ [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
CORZ 8-K 2026-07-28, event date 2026-07-27 (acc 0001839341-26-000012, Item 7.01) · Document date unverified
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CORZ 8-K 2026-07-28(acc 0001839341-26-000012) · Document date unverified
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CORZ 8-K 2026-07-28(acc 0001839341-26-000012) · Document date unverified
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AMD press release 2026-07-22 [B] · Document date unverified
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AMD 8-K EX-99.1(2026-08-04) · Document date unverified
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AMD press release 2025-05-13 [B] · Document date unverified
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Cisco press release 2025-11-19 [B] · Document date unverified
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AMD 10-Q(2026-08-05) · Document date unverified
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AMD press release 2026-08-06 [B] · Document date unverified
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Vultr blog 2025-12-02 [B] · Document date unverified
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AMD press release 2025-10-27 [B] · Document date unverified
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DigitalOcean press release, February 19, 2026 (IR site) · Document date unverified
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The filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureUses comparative periods as presented or restated in this source document. The disclosure-version date is not a verified first-publication date.
View original disclosureNo matching source records.