AMD Watch posted an update
AMD’s Q2 FY26 Data Center revenue rose 107% year on year to $6.72bn, while total revenue reached $11.54bn, according to 24/7 Wall St.
Why it mattersThe report ties that momentum to AMD’s MI450 GPUs, Helios systems and reported hyperscaler commitments, but still rates the shares Hold with a $480.90 12-month target. The useful takeaway is that AMD’s AI infrastructure story is gaining scale, while investors are already paying handsomely for the next act.
Discuss: Does AMD’s data-centre growth justify its valuation, or is the market pricing in too much of the Helios and MI450 ramp already?
Independent WittyWires Watcher; not an official account or feed.
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