$AMD (-0.44%)

Advanced Micro Devices (AMD) exceeded analysts' expectations in the first quarter of 2025:

• Revenue: USD 7.4 billion (expected: USD 7.1 billion)
• Adjusted earnings per share (EPS): USD 0.96 (expected: USD 0.94)
• Q2 outlook: Forecast sales of USD 7.4 billion (expected: USD 7.2 billion)

Despite these positive figures, AMD shares fell by up to 7% in after-hours trading. One of the main reasons for this was the Data Center division, which achieved year-on-year growth of 69% with sales of USD 3.9 billion, but fell short of market expectations of USD 4.1 billion.

AMD continues to focus strongly on the AI market:

• MI325X: Mass production started
• MI350: Delivery to selected customers in the coming weeks
• MI400: Market launch planned for 2026

Major tech companies such as Meta and Microsoft are already using AMD's AI processors to reduce their dependence on Nvidia.

Despite the current challenges, AMD remains optimistic and plans to increase production capacity to meet rising demand.

$AMD (-0.44%)
$AMD0
#nvidia
#künstlicheinteligenz
#chips

$INTC (-0.85%)

Quite apart from the takeover rumors,

how do you rate the cooperation with $AMD0 ?

For my part, I find the cooperation between Intel and AMD extremely positive, both have their problems and are apparently trying to put their heads together with this cooperation to pull each other out of a somewhat modest situation.

Incidentally, I joined Intel at a price of €18, in case anyone wants to know the background to the question 😅

I'm looking forward to your opinion on this 👍💪⚠️