@juwelsonlinejob
AMD flipped the script Q1 rev $10.25B (+38%), Data Center $5.78B (+57%) now majority of biz.
TAM doubled to $120B by 2030 + tens of billions AI rev 2027 confirmed.
Meta/OpenAI 6GW each + Oracle 50k MI450. From GPU challenger to AI infra co-anchor. Stock +18% AH. $AMD loading.
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