---
title: "AMD 2Q25- Revenue up 3% q/q and 32% y/y to $7.7 (above mid pt guidance)- Except DC, all end markets "
description: "AMD 2Q25- Revenue up 3% q/q and 32% y/y to $7.7 (above mid pt guidance)- Except DC, all end markets up q/q in QJun- All-time-high quarter for PC CPU and server CPU- Export controls affected DC GPU sal"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000180768.md"
published_at: "2025-08-06T10:17:29.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# AMD 2Q25- Revenue up 3% q/q and 32% y/y to $7.7 (above mid pt guidance)- Except DC, all end markets 

AMD 2Q25

\- Revenue up 3% q/q and 32% y/y to $7.7 (above mid pt guidance)

\- Except DC, all end markets up q/q in QJun

\- All-time-high quarter for PC CPU and server CPU

\- Export controls affected DC GPU sales; down y/y and q/q

\- DC revenue down 12% q/q and up 14% y/y to $3.2B; incremental revenue driven by server CPU; momentum in Cloud and Enterprise segments

\- Strong DD% q/q DC growth in QSep

\- MI35x launch and broad adoption; Oracle 27k MI355 cluster

\- MI400 on track for 2026 launch; high customer interest, large scale deployments; rack-scale (Helios); 72 GPU

\- MI308 will ship once licenses approved; 3Q guidance excludes MI308 revenue

\- DC GPU will resume y/y and growth in 3Q and will grow in 4Q as well

\- 40+ sovereign engagements

\- Sees a path to tens of billions of dollars of DC GPU revenue; contingent on gigawatt DCs

\- DC GPU still below corporate average GM; but expects it to grow over time as revenue grows and operational efficiencies kick in

\- MI355 to ramp quicker than MI300

\- MI355/400 lead times 8-9 months

Source: Sravan Kundojjala

### Related Stocks

- [AMD.US - AMD](https://longbridge.com/en/quote/AMD.US.md)
- [ORCL.US - Oracle](https://longbridge.com/en/quote/ORCL.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.