$8.31 billion expected); gross margin ~54%
China Impact: Outlook excludes MI308 AI chip sales to China as U.S. license approvals remain pending. AMD expects a $1.5 billion revenue hit this year from U.S. export curbs.
While headline results were solid, data center revenue rose just 14% to $3.2 billion, lagging investor expectations amid comparison to Nvidia’s far stronger growth
AMD Q2 recap: Solid headline numbers, but data center weakness weighs on shares