Advanced Micro Devices has reported a 28% year-over-year increase in its data center processor revenue during the fourth quarter of fiscal 2025, reaching $6.2 billion. Analysts note that EPYC Genoa and Genoa-X CPUs accounted for more than 60% of that segment’s sales, underpinned by major cloud providers adding AMD instances for AI inference workloads. On the PC side, the introduction of Ryzen AI processors has allowed AMD to ship approximately 3 million AI-capable notebooks in Q4 2025, up from 1.2 million in Q3, with management targeting 10 million units in 2026 as OEMs expand AI features to mainstream models. This dual strength—high-margin data center deployments and accelerating AI-enabled PC shipments—positions AMD for a projected data center segment growth of over 30% in calendar 2026, according to consensus forecasts.

Riot Platforms has executed a 10-year, modified gross lease with AMD for an initial 25 MW of critical IT capacity at its Rockdale, Texas data center, generating approximately $311 million in contract revenue. Retrofit capital expenditures for AMD’s facility total $89.8 million, equating to $3.6 million per MW. The agreement includes three five-year extension options that could raise total contracted revenue to $1.0 billion and grants AMD expansion rights up to 200 MW of critical IT load capacity via a 75 MW expansion option and a 100 MW right of first refusal. Delivery is scheduled in two phases, January and May 2026, contributing to Riot’s 1.7 GW power portfolio and cementing AMD’s footprint in hyperscale AI infrastructure.