AMD releases transcript of Q2 2026 earnings webcast

AMD published the transcript of its Q2 2026 earnings webcast attended by CEO Lisa Su and CFO Jean Hu.

• Management reported revenue up 50% to USD 11.5 billion; data center revenue up 107% to USD 6.7 billion, now 58% of total.
• Q3 outlook: revenue about USD 13 billion ± USD 300 million; non-GAAP gross margin about 56%; non-GAAP OpEx about USD 3.65 billion.
• Helios rack-scale AI platform in production; initial shipments expected late Q3, ramping in Q4 into 2027; demand tracking ahead of forecasts.
• 2027 view: server CPU revenue growth over 70%, data center segment revenue to more than double, driven by Helios and MI450 deployments.