AMD Earnings Beat and AI Buildout Constraints
AMD beat estimates and guided higher, jumping 8% after hours. SMCI's CFO said power, land and data center shells limit AI buildouts.
What we know
AMD EPS $2.09 vs $1.95, revenue $13.38B, Q4 guide ~$17B. Stock +8% after hours. The CFO declined a 2027 margin outlook. SMCI cites land, power and shells as constraints. KOSPI opened +2.43% on chip strength.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.