CLAIM #5593 · Advanced Micro Devices Inc (AMD) · 2026Q1 earnings call · May 5, 2026

“So we guided data center Q2, up sequentially double digits, and that's double digits in both Server as well as Data Center AI.”

Lisa Su · CEO

How to check this claim

Look at: Data Center segment revenue, Q2 sequential growth (quarter-over-quarter, total and by Server and Data Center AI sub-segments)

It came true if: Q2 Data Center revenue growth vs Q1 >= 10% sequential, with both Server sub-segment and Data Center AI sub-segment each growing >= 10% sequentially

Where: Company quarterly earnings release / 10-Q segment disclosures and Q2 earnings call commentary

Knowable after: 2026-07-31

In context

“well. But when you look at supply, that's a major issue in the ecosystem today, could you talk about where you're concerned on supply, if you are? And then any gating factors as you look into next year, whether that be power, data center build-outs, et cetera? Or do you feel really good about the ability to grow? Lisa Su: Yes. Okay. A lot of pieces of that question, Tom. So let me try to get through it. So first of all, on the Data Center segment in Q1, the Server business was greater than 50% year-over-year as we said in the prepared remarks. The Data Center AI was actually down modestly because of the China transition. We had more China revenue -- I'm sorry, sequentially more China revenue in Q4, and it was less in Q1. But as we go forward, I think we see strong growth in both segments. So we guided data center Q2, up sequentially double digits, and that's double digits in both Server as well as Data Center AI. And progression as we go forward. So first, on the server CPU side, we talked about growing to over 70% year-over-year in Q2, and that continuing into the second half of the year. And on the Data Center AI side, we will be ramping Helios in the second half of the year, so let's call it, starting with initial volume in Q3 with a significant ramp in Q4 and then continuing to ramp in Q1. So that's kind of a little bit of progression. And then to your questions about customers and supply, I think I answered, Josh, the customer question. I think we have very good visibility now into the deployments that are on track for 2027. And when I say good visibility, it's visibility down to which data centers are the GPU is going to be installed in. And so that's necessary just given all of the constrai”

Verify independently

SEC filings for AMD ↗ · Quote is verbatim from the 2026Q1 earnings call.