“We have increased our supply capacity capability for server CPUs. And, you know, that's one of the reasons we're able to increase our Q1 guide as it relates to the server business. And we see the ability to continue to grow that throughout the year.”

How to check this claim

Look at: Data Center/server CPU segment revenue growth trajectory across fiscal 2026 quarters (as reported in AMD's segment disclosures)

It came true if: Data Center segment revenue increases sequentially in at least three of the four fiscal 2026 quarters

Where: AMD quarterly earnings releases and 10-Q/10-K segment disclosures (Data Center segment revenue)

Verify independently

SEC filings for AMD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.