AMD riporta utili inferiori alle aspettative, anche se i ricavi superano le stime

AMD reported earnings slightly below expectations, posting 48 cents per share versus the 49 cents forecast, while revenue of $7.69 billion surpassed estimates. The stock fell 5% after the close, and the company projects $8.7 billion in revenue for the next quarter. AMD is the second AI GPU maker after Nvidia, securing clients such as OpenAI. Its upcoming AI chips, Instinct MI400, will launch next year, but U.S. export controls have hurt sales in China, costing $800 million this quarter. Data‑center revenue grew 14% to $3.2 billion, driven by demand for AI server CPUs, and client and gaming revenue rose 69% to $3.6 billion, buoyed by strong sales of Ryzen CPUs and gaming GPUs.