Record-Breaking Revenue Growth
First quarter revenue increased 36% year-over-year to $7.4 billion, with data center and client segments both growing by large double-digit percentages.
Data Center Segment Surge
Data center segment revenue increased 57% year-over-year to $3.7 billion, driven by strong demand for EPYC processors and Instinct AI Accelerators.
Client Revenue Growth
Client revenue grew 68% year-over-year, marking the fifth consecutive quarter of revenue share gains, driven by strong demand for Ryzen processors.
Strong Margin Expansion
Gross margin was 54%, up 140 basis points from a year ago, driven by a richer product mix and strong sales performance.
Significant AI and GPU Momentum
Data center AI business revenue increased by a significant double-digit percentage year-over-year, with strong demand for Instinct GPUs and partnerships with major cloud providers.