Lisa Su, chair and chief government officer of Superior Micro Units Inc., throughout a Bloomberg Tv interview in San Francisco, Oct. 6, 2025.
David Paul Morris | Bloomberg | Getty Pictures
Superior Micro Units reported fourth-quarter earnings that topped expectations, however the firm’s first-quarter forecast fell in need of what some analysts have been anticipating amid an AI spending increase.
The inventory fell Tuesday as a lot as 8% in prolonged buying and selling.
This is how the chipmaker did versus LSEG consensus estimates for the quarter led to December:
- EPS: $1.53 adjusted vs. $1.32 anticipated
- Income: $10.27 billion vs. $9.67 billion anticipated
For the primary quarter, AMD stated it expects $9.8 billion in income, plus or minus $300 million, versus expectations of $9.38 billion. Some analysts, nevertheless, have been anticipating AMD to offer stronger steerage as clients proceed to ramp up spending for the chips essential to energy AI fashions.
Internet earnings climbed to $1.51 billion, or 92 cents per share, versus $482 million, or 29 cents per share, within the year-ago interval. AMD’s total income was up 34% on an annual foundation.
AMD is one in all two makers of huge graphics processors for synthetic intelligence, though it has solely a small portion of the market, which is at the moment dominated by Nvidia. Shares have greater than doubled over the previous 12 months.
The chipmaker has not too long ago introduced some huge clients, together with ChatGPT maker OpenAI and Oracle. AMD plans to ship a brand new built-in server-scale AI system known as Helios later this 12 months. AMD CEO Lisa Su stated on an earnings name that the corporate was in “lively discussions” for added Helios or MI450 chip gross sales.
“The ramp is on schedule to start out within the second half of the 12 months, and MI450 is doing nice,” Su stated.
These gross sales are reported within the firm’s knowledge middle phase, which had $5.4 billion in gross sales within the quarter, up 39% on an annual foundation. The corporate stated development was pushed by each the corporate’s central processors and its AI GPUs.
Su stated on the earnings name that the substitute intelligence increase is boosting gross sales of the corporate’s central processors, not simply its GPUs.
“Server CPU demand stays very sturdy,” Su stated. “Hyperscalers are increasing their infrastructure to fulfill rising demand for cloud providers in AI, whereas enterprises are modernizing their knowledge facilities to make sure they’ve the precise compute required to allow new AI workflows.”
AMD’s consumer and gaming phase rose 37% 12 months over 12 months to $3.9 billion. The corporate stated it was pushed by demand for its Ryzen processors for laptops and PCs, which have gained market share versus Intel.
The corporate’s embedded phase grew slower, rising 3% on a 12 months over 12 months foundation to $950 million.
AMD has confronted points over whether or not it will have the ability to ship its AI chips to China due to U.S. export controls. The corporate on Tuesday stated that it recorded $390 million in China gross sales of its Intuition MI308 chips in the course of the fourth quarter and expects $100 million in China income within the present quarter.
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