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AMD, data center and and earnings

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InvestorsHub on MSN · 16h
AMD jumps 17% as AI-driven data center growth fuels earnings beat and analyst upgrades
Advanced Micro Devices (NASDAQ:AMD) surged roughly 17% in premarket trading on Wednesday after the chipmaker delivered quarterly results and forward guidance that exceeded Wall Street expectations, driven largely by booming demand from the artificial intelligence sector.

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 · 1d
AMD's data center revenue growth accelerates and beats expectations
 · 1d · on MSN
AMD beats on revenue and earnings, CEO expects server growth to accelerate
 · 12h
Dow rises 400 points as oil retreats on Iran deal progress; AMD jumps after earnings: Live updates
Stock futures rose on Wednesday following a report that the U.S. and Iran were nearing an agreement to end the war.

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 · 1d
AMD didn't buy back much stock in the latest quarter
 · 12h
AMD soars as AI demand fuels better-than-expected sales outlook
EconoTimes · 1d
AMD Q1 Earnings Surge on AI Demand, Stock Jumps After Strong Guidance
Revenue from the data center segment reached $5.78 billion during the quarter, up 57% year-over-year, powered by strong adoption of EPYC processors and Instinct GPUs for cloud computing and AI workloa...

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 · 1d
This analyst turned cautious on AMD just ahead of earnings
 · 1d
AMD shoots up as Q1 results, guidance top estimates
16hon MSN

Advanced Micro Devices data center business just went beast mode

Advanced Micro Devices Inc. AMD drew bullish reactions from CNBC commentators and Wall Street analysts after the chipmaker posted strong first-quarter results fueled by accelerating AI and server demand.
13h

AMD posts record first-quarter results, driven by skyrocketing data center CPU demand — company expects consumer andgaming revenue to decline in Q2 over rising memory and ...

AMD sets record data center revenue as demand for CPUs from the AI sector skyrockets and is poised to increase even further as agentic AI gains momentum.
Opinion
DatacenterDynamics
6d
Opinion

Liquid cooling for AI data centers: 3 risks and how a trusted partner ensures success

Adding liquid cooling to your existing data center can be complicated, but when done successfully, it effectively meets the power and GPU-intensive demands of high-density data centers
Inside Climate News
1mon

A New Era of Data Center Development Is Like a Second Industrial Revolution

For its first three decades, the data center industry was not used to the limelight, quietly building server closets in office basements and later the infrastructure to power credit cards, digital health records, social media and streaming services.
DIGITIMES
8d

Data center power and cooling overhaul will reshape global AI infrastructure

Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts toward 400V and 800V DC distribution,
Nieman Journalism Lab
1mon

As AI data centers scale, investigating their impact becomes its own beat

Data centers have long underpinned the internet as we know it, but the generative AI boom has ushered in a new era of rapid, largely unchecked development. Microsoft, Google, Amazon, and Meta alone are expected to spend over $700 billion on capital ...
Ars Technica
1mon

Orbital data centers, part 1: There’s no way this is economically viable, right?

Editor's note: This is the first of three feature articles Ars is publishing to explore the financial, technical, and competitive dimensions of orbital data centers. Although the idea of putting data centers into space has long been discussed on a ...
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