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Summary

Advanced Micro Devices' Q1 2026 revenue surged 38% to $10.3 billion while free cash flow more than tripled to $2.6 billion.

EPYC server revenue grew over 50% year-over-year again, with management guiding server CPU growth above 70% in Q2.

AMD doubled its server CPU TAM outlook from $60 billion to over $120 billion amid accelerating AI infrastructure demand.

Consensus expects AMD revenue to climb from $49 billion in 2026 toward nearly $75 billion by 2027.

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The market is still undervaluing the potential for Advanced Micro Devices ( AMD ) to grow much bigger when Helios and MI450s take off from the hyperscalers' side. My bullish call has played out exceptionally well so far and it’s

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.…