CLAIM #5556 · Advanced Micro Devices Inc (AMD) · 2025Q4 earnings call · Feb 3, 2026 · due Dec 31, 2026
“We're not, you know, obviously, guiding specifically by segment, but the long-term target of let's call it, greater than 60% is certainly possible in 2026.”
Lisa Su · CEO
How to check this claim
Look at: Data Center segment gross margin (or company-reported metric closest to the >60% target referenced), fiscal year 2026
It came true if: Data Center segment gross margin > 60% at some point during or as reported for fiscal 2026
Where: Company segment disclosures (10-K/10-Q segment data, quarterly earnings releases and call commentary)
In context
“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 second half 2026. We're not, you know, obviously, guiding specifically by segment, but the long-term target of let's call it, greater than 60% is certainly possible in 2026. Vivek Arya: Thank you, Lisa. Lisa Su: Thank you. Operator: And as a reminder, if you would like to ask a question, please press 1. Ask that you limit yourself to one question and one follow-up. Thank you. The next question comes from the line of CJ Muse with Cantor. Please proceed. CJ Muse: I'm curious, on the server CPU side of the house, and given the dramatic tightness, curious your ability to source incremental capacity from TSMC and elsewhere. And I guess how long will it take for that to see wafers out and how should we think about the implications for kind of the growth throughout all of calendar 2026? And I guess as part of that, if you could speak to how we should be thinking about inflection in pricing as well, that would be very helpful. Lisa Su: Sure, CJ. So a couple of points”
Verify independently
SEC filings for AMD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.