എഐ ചിപ്പുകൾക്കുള്ള ഡിമാൻഡ് വർധിച്ചതോടെ എഎംഡിയുടെ മൂന്നാം പാദ വരുമാനം 45 ശതമാനം ഉയർന്നു. ഡാറ്റാ സെന്റർ വരുമാനം ഇരട്ടിയായതാണ് കമ്പനിക്ക് കരുത്തായത്. നാലാം പാദത്തിൽ 17 ബില്യൺ ഡോളർ വരുമാനം കമ്പനി പ്രതീക്ഷിക്കുന്നു. ഈ നേട്ടത്തോടെ ഓഹരി വിപണിയിൽ എഎംഡി ഓഹരികൾ എട്ടു ശതമാനത്തിലധികം കുതിച്ചുയർന്നു. എഐ മേഖലയിലെ മുന്നേറ്റം വരും മാസങ്ങളിലും തുടരുമെന്നാണ് വിലയിരുത്തൽ.
Shares of the company jumped over 8% in extended trading. The stock has more than doubled so far this year. Intel shares rose 2%, Nvidia stock climbed over 1% and Broadcom also advanced 1.2%.
Sign up here.
AMD, which nearly doubled its data-center revenue in the third quarter, is benefiting as a shift in AI workloads toward running models in real-world applications drives demand for its graphics processing units and central processors.
"The AMD numbers provide a greatly needed boost both for AI infrastructure and even, to a smaller degree, the PC market," chief analyst at TECHnalysis Research Bob O'Donnell said.
AMD expects fourth-quarter revenue of about $17 billion, plus or minus 3%, above analysts' average estimate of $16.23 billion, according to data compiled by LSEG.
The company's adjusted gross margin is expected to be about 55%, in line with estimates of 55.27% and down from 56% in the third quarter.
AMD has stepped up AI product rollouts, moving beyond standalone chips to compete with Nvidia's rack-scale systems.
In February, the company agreed to sell up to $60 billion worth of AI chips to Meta over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm.
AMD's third-quarter revenue rose 45% to $13.38 billion, beating estimates of $13.09 billion. Data-center revenue jumped 97% to a record $8.55 billion, exceeding estimates of $8.20 billion.
The semiconductor industry is also grappling with a global memory shortage, leaving expensive high-bandwidth memory used in AI processors in scarce supply as manufacturers race to increase production.
Third-quarter sales in AMD's client and gaming segment, home to its PC chips and console processors, fell 8% to $3.72 billion, missing estimates of $3.79 billion.
Beyond chips, AMD in September agreed to buy Fei-Fei Li's World Labs, a startup building AI that models 3D environments, for $8.2 billion in stock, gaining a foothold in research on physical AI systems.
Reporting by Anhata Rooprai in Bengaluru and Max A. Cherney in San Francisco; Editing by Sriraj Kalluvila