Learn how to get started with Zephyr RTOS on the AMD MicroBlaze™ V processor.
Watch this popular webinar for setup tips, project workflows, application build guidance, and see Zephyr running live in action. https://t.co/9Ng82Cj9DF
$AMD very strong Q1 2026:
• Revenue $10.25B vs Est. $9.85B
• EPS $1.37 vs. Est. $1.29
• Data Center Revenue $5.8B vs Est. $5.6B
• Gross Margin 55% vs. Est. 52%
Q2 Guidance
• Revenue $11.2B vs Est. $10.5B
Yup. $AMD delivered a clean beat-and-raise. Data center is the entire story, of course. Client was up and embedded bottomed.
Q1 2026:
-Revenue $10.25B vs $9.84B Street, BEAT by 4.2%
-Non-GAAP EPS $1.37 vs $1.28 Street, BEAT by 7.0%
-Data center $5.78B vs $5.56B Street, BEAT by 3.9%
-Non-GAAP GM 55%, Q2 guide steps to 56%
-Q2 guide $11.2B vs ~$10.65B Street, BEAT by 5.2%
5 takeaways:
-Data center up 57% YoY is sequential growth on a tough Q4 comp. EPYC and Instinct both contributing. Operating leverage is no longer aspirational.
-Client up 26% YoY against the "PCs die on memory costs" thesis. Mix to higher-ASP parts plus share gain off Intel's tight client supply.
-Q1 GM of 55% is the clean run-rate without the Q4 MI308 inventory reversal benefit. Q2 guide of 56% is real margin expansion off a normalized base. Mix is rotating to higher-margin server.
-Embedded $873M, up 6% YoY. Off the cyclical bottom. No longer a drag.
Can't wait for the call.
AMD and @Samsung are deepening our strategic collaboration to support next-generation AI infrastructure.
From HBM4 to DDR5, we’re optimizing memory solutions for AMD Instinct GPUs, EPYC processors, and the AMD Helios platform. By advancing memory and system-level innovation together, we’re enabling performance and efficiency at scale.
Learn more: https://t.co/be3bvyJM9x
Today, we’re announcing a multi-year, multi generation strategic partnership with @OpenAI that puts AMD compute at the center of the global AI infrastructure buildout.
✅ 6GW of AI infrastructure
✅ Initial 1GW deployment of AMD Instinct MI450 series GPU capacity beginning 2H 2026
✅ Enabling very large-scale AI deployments and advancing the entire AI ecosystem
More here: https://t.co/hGA8zSA6sM
The USA will award $4.74 billion to Samsung Electronics to make advanced semiconductor chips locally.
More details: https://t.co/wwfGu8Wkys
#Samsung#SamsungFoundry
A USB-C cable can hide a lot of malicious hardware, CT scan shows
– An unsuspecting-looking cable can be the worst security nightmare
https://t.co/F17ONsqtRw
QNX Software Development Platform 8.0 is built on the principle that manufacturers shouldn’t have to compromise. Delivering hard real-time performance reduces latency and jitter to improve the precision and accuracy of robots.
👉 Start your 30-day trial: https://t.co/aKTsWDZmlA
Did you know that the latest release of the #QNX#microkernel, QNX® SDP 8.0, has numerous improvements that make it particularly suited to HPC applications and HPC-based systems in key areas? Don't just take our word for it—Start your free trial today: https://t.co/aKTsWDZmlA
Congrats @NASA on the successful @EuropaClipper launch! 🚀
We are proud that AMD space-grade radiation-hardened FPGAs are contributing to advanced onboard systems assisting in the search for life on Jupiter’s icy moon.
"Most of the things you do in a day, somewhere, it goes through an AMD processor."
Find out why @LisaSu thinks end-to-end AI solutions are what sets AMD apart in the new #TIME100AI interview: https://t.co/DIm3WwKzyg