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CLAIM #5490 · Advanced Micro Devices Inc (AMD) · 2025Q2 earnings call · Aug 5, 2025 · due Sep 30, 2025

Yes. I think when you look at our Data Center business, we do have a strong double-digit growth, both in server and MI. Both sides are growing sequentially.

Jean Hu · CFO

PENDING
graded after results covering Sep 30, 2025 are reported

In context

ion. We're getting a lot of feedback from customers on where they would like to see us continue to add more resources and add more focus, and so that is very helpful. And the key is to be a full-scale solution provider for these large customer deployments, and that's what we're working on. Operator: And the next question comes from the line of Aaron Rakers with Wells Fargo. Aaron Christopher Rakers: I do have a follow-up as well. I guess the first question is when we look at the Data Center guide, Jean, you had alluded to double- digit sequential growth. Obviously, the MI355 series kind of ramping. I'm curious, how can we conceptualize what you're expecting in the server side? And where do you think your market share is today in traditional enterprise servers outside of cloud? Jean X. Hu: Yes. I think when you look at our Data Center business, we do have a strong double-digit growth, both in server and MI. Both sides are growing sequentially. Of course, MI ramp is the most significant one. As far as the server market share, we do think we continue to drive the market share up compared to Q1. It's not -- a third party has not published a report yet, but we feel really good about the Q2 market share increase versus Q1. Lisa T. Su: Aaron, if I'd just add to that, one of the things that -- it's important for people to understand is in some of the cloud CapEx numbers that have come out that have been quite positive, that is not only a GPU statement, but there's actually significant CPU CapEx in there as well. We started to see more robust forecasts going out a number of quarters on the server CPU side because all of that AI content really requires traditional CPUs as well. And so we're very bullish on the opportunity in servers. I

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SEC filings for AMD · Claim quote is verbatim from the 2025Q2 earnings call.