StableStock 🐳(@StableStock):$AMD reports Q2 after the close today. The focus has moved past PC swings to what's structural: server CPU share gains, and execution on the Helios and MI450 rack-scale AI platforms in H2. With cloud penetration and agentic-AI demand, server CPU sales look likely to beat Helios is the one to watch — 432GB HBM4 per GPU, 23.3TB/s bandwidth, ~34x the prior generation's peak compute. It ships late Q3 and ramps in Q4, with Meta, OpenAI, Anthropic and Microsoft already lined up The real question after the bell: how much of those deployments converts into recognized revenue guidance — and whether new large-scale customers show up. UBS sees 2026 revenue reaching $51.1B → https://t.co/UdvzlFLw7g NFA. For informational purposes only

2026.08.04 14:00

$AMD reports Q2 after the close today. The focus has moved past PC swings to what's structural: server CPU share gains, and execution on the Helios and MI450 rack-scale AI platforms in H2. With cloud penetration and agentic-AI demand, server CPU sales look likely to beat Helios is the one to watch — 432GB HBM4 per GPU, 23.3TB/s bandwidth, ~34x the prior generation's peak compute. It ships late Q3 and ramps in Q4, with Meta, OpenAI, Anthropic and Microsoft already lined up The real question after the bell: how much of those deployments converts into recognized revenue guidance — and whether new large-scale customers show up. UBS sees 2026 revenue reaching $51.1B → NFA. For informational purposes only