Key Updates on Advanced Micro Devices (AMD)
Advanced Micro Devices (NASDAQ: AMD) reported a revenue increase of 32% year over year for Q2 2025, totaling $7.7 billion. Despite strong performance in its client PC processor and gaming segment—where revenue surged 69% to $3.6 billion—investors expressed concern over the slower growth of AMD’s data center business, which saw only 14% growth, totaling $3.2 billion.
Factors affecting data center growth included an $800 million write-down of GPU inventory due to U.S. export restrictions to China. However, AMD anticipates a recovery as shipments to China are expected to resume, and it forecasts a 28% year-over-year revenue increase for the current quarter, dependent largely on expanding AI capabilities in its CPUs and GPUs.
