@juwelsonlinejob
AMD just dropped a monster Q1 2026 Revenue: $10.25B (+38% YoY)
Data Center: $5.78B (+57% YoY) → now >50% of total revenue
Non-GAAP EPS: $1.37
Record FCF: $2.6B Stock ripped +18% AH, briefly topping $410. Lisa Su went full bullish: Server CPU TAM doubled to $120B by 2030
“Tens of billions” in annual Data Center AI revenue by 2027
MI450 sampling now, Helios racks shipping H2
OpenAI & Meta each locking 6GW Instinct, Oracle dropping 50k MI450 GPUs
EPYC + Instinct + Helios = full-stack AI infrastructure play. NVIDIA has a real co-pilot. Rotation into the broader AI stack is cooking. $AMD
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