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AMD10-K: Market expansion

AMD's Data Center revenue grew 32% to $16.6 billion, driven by AI and EPYC processors

What happened

The Data Center segment is a primary growth engine, with revenue increasing by $4 billion year-over-year.

Source

SEC EDGARFeb 4, 2026

Annual report (Form 10-K)

AMD 10-K for FY2025

Filing excerpt

Data Center net revenue of $16.6 billion increased by 32% compared to $12.6 billion in 2024, primarily driven by strong demand for our 5th generation AMD EPYC™ processors and AMD Instinct™ MI350 Series GPUs.

sec.gov/Archives/edgar/data/2488/000000248826000021/amd-20251227.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market expansion

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/27
Filed
Feb 4, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$16.6B (Data Center net revenue in 2025)
Percent
32% (Year-over-year growth in Data Center net revenue)

Details

CIK
2488
Accession number
0000002488-26-000021
Timeframe
Current year
Filing year
2026
Why it matters
Scaling infrastructure needed

Topics and mentions

Technologies

  • AI
  • GPU
  • CPU
  • AMD EPYC
  • AMD Instinct

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 10, 2026
signal_type
sec-10k
signal_subtype
marketExpansion

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/d50887b9-3319-42e8-ba8b-768e548196c7 returns this record as JSON. POST /v1/companies/enrich returns every signal for amd.com.

{
  "signal_id": "d50887b9-3319-42e8-ba8b-768e548196c7",
  "signal_type": "sec-10k",
  "signal_subtype": "marketExpansion",
  "detected_at": "2026-02-10T07:48:40.536+00:00",
  "company": {
    "name": "AMD",
    "domain": "amd.com"
  },
  "data": {
    "detail": "The Data Center segment is a primary growth engine, with revenue increasing by $4 billion year-over-year. This rapid expansion, fueled by strong demand for its EPYC CPUs and Instinct GPUs, indicates significant budget allocation and strategic focus on capturing the enterprise and hyperscale AI market.",
    "metrics": {
      "pct": 0.32,
      "timeframe": "current_year",
      "pct_context": "Year-over-year growth in Data Center net revenue",
      "dollar_context": "Data Center net revenue in 2025",
      "dollar_millions": 16600
    },
    "summary": "AMD's Data Center revenue grew 32% to $16.6 billion, driven by AI and EPYC processors",
    "excerpts": "Data Center net revenue of $16.6 billion increased by 32% compared to $12.6 billion in 2024, primarily driven by strong demand for our 5th generation AMD EPYC™ processors and AMD Instinct™ MI350 Series GPUs.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000021/amd-20251227.htm",
    "filing_date": "2026-02-04",
    "filing_year": 2026,
    "fiscal_year_end": "12/27",
    "sales_relevance": "Scaling infrastructure needed",
    "signal_category": "market",
    "technologies_mentioned": [
      "AI",
      "GPU",
      "CPU",
      "AMD EPYC",
      "AMD Instinct"
    ]
  }
}

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