AMD reports earnings today as data center hits 58% of revenue
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AMD reports earnings today with data center now accounting for 58% of its revenue, underscoring how far the chipmaker has shifted toward AI infrastructure. The milestone ties AMD’s fortunes directly to cloud and hyperscaler capital budgets, making the stock sensitive to any sign of spending slowdowns. Investors will watch whether data center growth can offset weakness elsewhere and sustain the AI-driven narrative.
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