AMD Heads Into Fiscal Q3 Earnings With Server CPU Demand in Focus
Wedbush expects server CPU demand to be a potential source of upside as AI-related compute needs outstrip supply. AMD is scheduled to report fiscal Q3 results on Nov. 3.
Wedbush sees server CPU demand as the main potential upside driver for AMD’s third-quarter earnings, with compute needs related to agentic AI continuing to exceed supply. AMD is scheduled to report fiscal Q3 results on Nov. 3. Management has guided for roughly $13.0…