AMD's Data Center segment delivered $5.8 billion in Q1 2026 revenue, up 57% year-over-year, fueled by EPYC server CPU demand exceeding 50% growth and the ramp of Instinct GPUs amid accelerating AI infrastructure spending by hyperscalers. Management guided Q2 total company revenue to approximately $11.2 billion (±$300 million), implying roughly 9% sequential growth and continued double-digit Data Center expansion, with server CPU revenue expected to rise more than 70% year-over-year. Key drivers include agentic AI and inference workloads boosting both CPU and accelerator sales, alongside favorable product mix supporting non-GAAP gross margins near 56%. Traders will focus on whether actual Q2 Data Center results, due in early August, align with or exceed consensus expectations amid intensifying competition and supply dynamics.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日新規
2026/08/04
60億ドル
97%
62億5,000万ドル
93%
65億ドル
70%
67億5,000万ドル
44%
70億ドル
68%
$10 Vol.
60億ドル
$10 Vol.
97%
62億5,000万ドル
$0 Vol.
93%
65億ドル
$0 Vol.
70%
67億5,000万ドル
$0 Vol.
44%
70億ドル
$0 Vol.
68%
This market will resolve to "Yes" if Advanced Micro Devices' Data Center revenue for the upcoming second fiscal quarter, as reported in its official company earnings materials, is above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.AMD's Data Center segment delivered $5.8 billion in Q1 2026 revenue, up 57% year-over-year, fueled by EPYC server CPU demand exceeding 50% growth and the ramp of Instinct GPUs amid accelerating AI infrastructure spending by hyperscalers. Management guided Q2 total company revenue to approximately $11.2 billion (±$300 million), implying roughly 9% sequential growth and continued double-digit Data Center expansion, with server CPU revenue expected to rise more than 70% year-over-year. Key drivers include agentic AI and inference workloads boosting both CPU and accelerator sales, alongside favorable product mix supporting non-GAAP gross margins near 56%. Traders will focus on whether actual Q2 Data Center results, due in early August, align with or exceed consensus expectations amid intensifying competition and supply dynamics.
This market will resolve to "Yes" if Advanced Micro Devices' Data Center revenue for the upcoming second fiscal quarter, as reported in its official company earnings materials, is above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
マーケット開始日： Jul 26, 2026, 3:55 PM ET
音量
$10終了日
2026/08/04マーケット開始日
Jul 26, 2026, 3:55 PM ETResolver
0x65070BE91...This market will resolve to "Yes" if Advanced Micro Devices' Data Center revenue for the upcoming second fiscal quarter, as reported in its official company earnings materials, is above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.AMD's Data Center segment delivered $5.8 billion in Q1 2026 revenue, up 57% year-over-year, fueled by EPYC server CPU demand exceeding 50% growth and the ramp of Instinct GPUs amid accelerating AI infrastructure spending by hyperscalers. Management guided Q2 total company revenue to approximately $11.2 billion (±$300 million), implying roughly 9% sequential growth and continued double-digit Data Center expansion, with server CPU revenue expected to rise more than 70% year-over-year. Key drivers include agentic AI and inference workloads boosting both CPU and accelerator sales, alongside favorable product mix supporting non-GAAP gross margins near 56%. Traders will focus on whether actual Q2 Data Center results, due in early August, align with or exceed consensus expectations amid intensifying competition and supply dynamics.
This market will resolve to "Yes" if Advanced Micro Devices' Data Center revenue for the upcoming second fiscal quarter, as reported in its official company earnings materials, is above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
音量
$10終了日
2026/08/04マーケット開始日
Jul 26, 2026, 3:55 PM ETResolver
0x65070BE91...AMD's Data Center segment delivered $5.8 billion in Q1 2026 revenue, up 57% year-over-year, fueled by EPYC server CPU demand exceeding 50% growth and the ramp of Instinct GPUs amid accelerating AI infrastructure spending by hyperscalers. Management guided Q2 total company revenue to approximately $11.2 billion (±$300 million), implying roughly 9% sequential growth and continued double-digit Data Center expansion, with server CPU revenue expected to rise more than 70% year-over-year. Key drivers include agentic AI and inference workloads boosting both CPU and accelerator sales, alongside favorable product mix supporting non-GAAP gross margins near 56%. Traders will focus on whether actual Q2 Data Center results, due in early August, align with or exceed consensus expectations amid intensifying competition and supply dynamics.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日
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