AMD’s data center business is booming while gaming takes a backseat
Summary
Driven by demand for AI capacity, AMD's data center revenue more than doubled year-over-year in its latest earnings report, reaching $6.7 billion. That's up from $5.8 billion in Q1, and jumping 107 percent from the $3.2 billion it reported for the same period a year ago. During Tuesday's earnings call, AMD CEO Lisa Su said […]
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SITUATION DETECTED: Microsoft, Meta, Oracle, Amazon and Alphabet have committed $1.09 trillion in future payments under data center leases that have not yet commenced, driven by the AI capacity race, per Reuters
— MTS (@MTSlive) August 4, 2026
The same Starmind V1 satellite design (minus solar & radiator) will be deployed on the ground in our data centers. It’s a major improvement in data center efficiency. https://t.co/0D0ZQUqS4M
— Elon Musk (@elonmusk) August 4, 2026