$AMD | 𝐀𝐌𝐃 𝐐𝟐 𝟐𝟎𝟐𝟔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Rev: $11.5B (↑50% YoY) | GAAP EPS: $1.38 | Adjusted EPS: $1.66 👉 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐬: ➤ 𝐑𝐞𝐜𝐨𝐫𝐝 quarterly revenue and profitability driven by AI and Data Center demand. ➤ 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐞𝐫 represented 58% of total company revenue. ➤ 𝐄𝐏𝐘𝐂 processor demand accelerated across enterprise and cloud deployments. ➤ 𝐈𝐧𝐬𝐭𝐢𝐧𝐜𝐭 GPU deployments continued to scale for AI workloads. ➤ 𝐇𝐞𝐥𝐢𝐨𝐬 rackscale AI platform began ramping with leading cloud and AI customers. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Helios, described as the world's most powerful AI server rack. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Instinct MI400 Series GPUs for AI training and inference. ➤ 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐞𝐝 6th Gen EPYC server processors. ➤ 𝐑𝐞𝐥𝐞𝐚𝐬𝐞𝐝 developer platform for AI software development. ➤ 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐝 strategic partnership with Anthropic for up to 2 gigawatts of MI450 GPUs. ➤ 𝐄𝐱𝐩𝐚𝐧𝐝𝐞𝐝 collaboration with Microsoft to deploy Helios racks on Azure. ➤ 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐞𝐝 with Cerebras for ultra-low-latency AI inference. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Instinct MI350P GPU for existing AI infrastructure. ➤ 𝐀𝐜𝐪𝐮𝐢𝐫𝐞𝐝 MEXT to strengthen AI-powered predictive memory technology. ➤ 𝐑𝐞𝐥𝐞𝐚𝐬𝐞𝐝 Ryzen AI Halo systems for local agentic AI development. ➤ 𝐄𝐱𝐩𝐚𝐧𝐝𝐞𝐝 Ryzen PRO 9000 Series lineup with 3D V-Cache workstations. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Ryzen 7700X3D processors and extended AM5 support through 2029. ➤ 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐞𝐝 with Cisco for enterprise hybrid AI deployments. ➤ 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐞𝐝 Ryzen AI Embedded X100 processors. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Kria AI embedded solutions for robotics and industrial AI. ➤ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 Versal Premium Gen 2 Memory on Package adaptive SoCs. No share buyback authorization or new repurchase program was announced in the earnings release. 👉 𝐂𝐄𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: “We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year. We enter the second half with strong momentum as EPYC demand accelerates, Instinct deployments scale and Helios begins to ramp. More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.”— Dr. Lisa Su, Chair and CEO 👉 𝐂𝐅𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: “Revenue increased 50% year-over-year to a record $11.5 billion, driven by continued strength in our Data Center business, which represented 58% of company revenue in the quarter. We expect Data Center sales to accelerate in the second half of 2026, driving stronger overall revenue growth and continued earnings expansion.”— Jean Hu, Executive Vice President, Chief Financial Officer and Treasurer