CLAIM #5555 · Advanced Micro Devices Inc (AMD) · 2025Q4 earnings call · Feb 3, 2026 · due Mar 31, 2026
“We are not forecasting any additional revenue from China just because it's a very dynamic situation.”
Lisa Su · CEO
In context
“your China MI308 sales beyond Q1? And then Lisa, specific to 2026, can your data center revenue grow at your target 60% plus growth rate. I realize that that's a multi-target, but do you think that there are enough drivers, whether it's on the server CPU side or GPU side, for you to grow at that target base even in 2026. Thank you. Lisa Su: Yeah. Sure, Vivek. So let me talk a little bit about China first because that's, I think, important for us to make sure that's clear. Look, we were pleased to have some MI308 sales in the fourth quarter. They were actually a license that was approved through, you know, work with, the administration and you know, those orders were actually from very early in 2025. And so we saw some revenue in Q4, and we're forecasting for $100 million of revenue in Q1. We are not forecasting any additional revenue from China just because it's a very dynamic situation. So given that it's a dynamic situation, we're still waiting for we've submitted licenses for the MI325. And we're continuing to work with customers in understanding, you know, sort of their customer demand we thought it prudent, not to forecast any additional revenue other than the $100 million that we called out. In the Q1 guide. Now as it relates to overall data center, you know, as I mentioned in the question to Tim, like, we're very bullish about data center. I think the combination of drivers that we have across our, you know, CPU franchise, I mean, the EPYC product line, both Turin and Genoa continue to ramp well. And in the second half of the year, we will be launching Venice which we believe actually extends our leadership. And the MI450 ramp, which is also very significant in the”
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SEC filings for AMD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.