Summary: AMD reported record quarterly revenue and gave a first-quarter outlook that investors parsed for signs of sustained AI data-center demand.
What Reuters reported
Reuters reported AMD forecast about $9.8B in first-quarter revenue (plus or minus $300M) and highlighted investor comparisons with Nvidia, as well as commentary on China sales dynamics.
What AMD reported
In its investor release, AMD reported Q4 2025 revenue of $10.27B and described momentum across EPYC and Ryzen CPUs and its data-center AI franchise.
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