AI accelerators and compute
AMD Instinct accelerators · Data-center compute
AI accelerators and compute · US
AMD
Provides compute infrastructure, including Instinct accelerators for AI and high-performance computing.
$34.6bn
34.3% versus the previous fiscal year. Consolidated revenue, not AI-only sales.
$16.6bn
Includes server CPUs and GPUs; the source does not split out AI-only revenue.
Products and position
Compute & infrastructure
AMD Instinct accelerators
Data-center compute
REPORTED COMPANY RESULTS
The business over time
$34.6bnRevenue · FY 2025 · consolidated company
Loading chartFOLLOW THE BUSINESS MODEL
Where the demand becomes revenue
Reported data-center and cloud segments, placed inside their own company totals
AMD
EPYC server CPUs and Instinct GPUs$16.6bnData Center revenue · FY2025
47.9% · Data Center$34.6bn company total
Includes server CPUs and GPUs; the source does not split out AI-only revenue.
Fiscal year ended 2025-12-27 · reported 2026-02-03Segment rounded to 0.1bn in the source highlights
Each bar is 100% of that company’s own revenue in the stated period, not market share. These observations cover different fiscal periods, including one quarter; they are not ranked as comparable annual sales. Shares are derived from rounded reported amounts. No claim that the whole segment is AI-generated revenue. Reviewed 2026-10-23 · reported-business-segments-v1.
Compared with its peers
Same starting line
Revenue indexed to FY2016 = 100 · selected chip infrastructure.
Loading chartRelative growth, not company size or stock returns. Fiscal-year labels align; exact reporting periods differ across companies. Peer selection is editorial, not an exhaustive industry ranking.
Earnings and cash tell different stories
Both expressed as a share of AMD revenue in the same fiscal year.
Loading chartOperating cash flow is not free cash flow; capital expenditure is not deducted here. Missing observations remain gaps.
How much goes into research?
Reported R&D / company revenue · FY2025
Loading chartAll reported company R&D, not AI-only spending. Accounting definitions can differ; no compatible record is not zero expenditure.
The available SEC series are company totals; they do not isolate Instinct or AI-specific revenue. Reported growth does not isolate the causal contribution of AI. R&D is all company R&D, not AI-only investment or capital expenditure.
