$AMD Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.25B (Est. $9.89B) 🟢; 38% YoY 🔹 Adj. EPS: $1.37 (Est. $1.28) 🟢; 43% YoY 🔹 Data Center Revenue: $5.8B (Est. $5.6B) 🟢; 57% YoY 🔹 Adj. Gross Margin: 55% (Est. 55.06%) 🔴; 1 ppt YoY 🔹 Data Center now the primary driver of revenue & earnings growth Q2 Guide: 🔹 Revenue: ~$11.2B /- $300M (Est. $10.52B) 🟢; 46% YoY at midpoint 🔹 Adj. Gross Margin: ~56% (Est. 55.25%) 🟢 Segment Performance: 🔹 Data Center: $5.8B; 57% YoY 🔹 Client & Gaming: $3.6B; 23% YoY 🔹 Client: $2.9B; 26% YoY 🔹 Gaming: $720M; 11% YoY 🔹 Embedded: $873M; 6% YoY Other Metrics: 🔹 Meta & AMD: Plan to deploy up to 6 GW of AMD Instinct GPUs 🔹 Meta: First 1 GW to be powered by custom AMD Instinct MI450-based GPU 🔹 Meta: Lead customer for upcoming 6th Gen AMD EPYC CPUs, “Venice” and “Verano” 🔹 AMD & Samsung: Collaborating on HBM4 supply for AMD Instinct MI455X GPUs 🔹 AMD & TCS: Co-developing AMD Helios-based rack-scale AI infrastructure Financials: 🔹 Adj. Operating Income: $2.54B; 43% YoY 🔹 Adj. Operating Margin: 25%; 1 ppt YoY 🔹 Adj. Net Income: $2.27B; 45% YoY 🔹 GAAP Gross Margin: 53%; 3 ppts YoY 🔹 GAAP Operating Income: $1.48B; 83% YoY 🔹 GAAP Net Income: $1.38B; 95% YoY 🔹 GAAP EPS: $0.84; 91% YoY Commentary: 🔸 “We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth.” 🔸 “We are seeing strong momentum as inferencing and agentic AI drive increasing demand for high-performance CPUs and accelerators.” 🔸 “Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand.” 🔸 “Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations and a growing pipeline of large-scale deployments providing us with increasing visibility into our growth trajectory.”

.@vonderleyen: Türkiye is: - a core #NATO ally, - a key migration partner, - an energy corridor, - a major defence actor on Europe’s flank, - and a serious regional power. Europe doesn’t get stronger by applying double standards or simplifying reality.

Turkey has been quietly preparing for a war, with Israel the primary target nordicmonitor.com/2026/04/tu…

US Ambassador to Türkiye Tom Barrack: Israel aligned with Türkiye, like Israel aligned with Abu Dhabi, like Saudi Arabia could be aligned with Israel—and for the prosperity of the Israeli people, to me, that's the answer. So I think this rhetoric is going to go away. Türkiye is not a country to be messed with.

Another Pyrrhic victory for 🇺🇸 in Middle East

NEW SUBSTACK!! New Delhi, September 2023. Under a canopy of chandeliers, leaders from India, the United States, Saudi Arabia, the UAE, France, Germany, Italy, and the European Union signed a memorandum of intent. The India–Middle East–Europe Economic Corridor (IMEC) was unveiled as a “modern spice route” – a network of railways, shipping lanes, and digital cables meant to outflank China’s Belt and Road Initiative and bind India to the Gulf and Europe through the logic of the Abraham Accords. The air smelled of ink and ambition......

Maybe the 2nd biggest army in Nato send some S400??? 😂😂😂

Xaxaxa Turkey had it for only 300 years ... Soon Turkish Cypriots will kick you out because they live 100 years backwards

This is not Gaza; rather, it is Tel Aviv in March 2026.😥💔

1)Ξεμπερδεψαν με τις τις βασεις των ΗΠΑ και επικεντρωνονται πια στο Ισραηλ 2)Το πραγματικο Iron Dome ηταν τα Αραβικά προτεκτορατα των ΗΠΑ

🚨Incident during live broadcast in Tel Aviv this morning"🚀😱