AMD Reports 22% Year-over-Year Growth in Data Center Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Source: NASDAQ.COM
- Revenue Growth: AMD's data center revenue increased by 22% year-over-year for the three months ending in September, primarily driven by strong performance from its Instinct MI350 series GPUs, showcasing the company's growing competitiveness in the AI sector.
- Product Performance Enhancement: The newly launched Ryzen Embedded P100 processor is 35% faster than comparable predecessors and can handle 50 trillion operations per second, addressing the increasing demand for AI across various industries and further solidifying AMD's market position.
- Long-term Growth Strategy: AMD aims for a long-term annualized revenue growth of 35%, with its AI business projected to grow by 80% annually, indicating the company's confidence and strategic positioning for future market opportunities.
- Market Optimism: Despite the stock price remaining unchanged since hitting a record high in October, analysts maintain an optimistic outlook for AMD, with a consensus rating of
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Analyst Views on NVTS
Wall Street analysts forecast NVTS stock price to fall
4 Analyst Rating
1 Buy
2 Hold
1 Sell
Hold
Current: 26.600
Low
4.20
Averages
8.80
High
13.00
Current: 26.600
Low
4.20
Averages
8.80
High
13.00
About NVTS
Navitas Semiconductor Corporation is a power semiconductor company. The Company is engaged in designing, developing, and marketing power semiconductors, including gallium nitride (GaN) power integrated circuits (ICs), high-voltage silicon carbide (SiC) devices and associated high-speed silicon system controllers, and digital isolators used in power conversion and charging. It focuses on power markets including artificial intelligence (AI) data centers, energy and grid infrastructure, performance computing, and industrial electrification. Its solutions enable power throughput, higher voltage operation, thermal performance, and reduced system size for high-power applications such as hyperscale and AI data centers, grid electrification, high-performance computing clusters, and industrial automation. It also operates as a product design house that contracts the manufacturing of its chips and packaging to partner suppliers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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See More
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See More
