What changed in AMD's 10-Q

Data Center net revenue of $5.8 billion for the three months ended March 28, 2026 increased by 57%

Data Center net revenue of $6.7 billion for the three months ended June 27, 2026 increased by 107%

Gaming net revenue of $720 million for the three months ended March 28, 2026 increased by 11%

Gaming net revenue of $779 million for the three months ended June 27, 2026 decreased by 31%

primarily driven by a 25% increase in unit shipments and a 1% increase in average selling price primarily of AMD Ryzen mobile processors.

primarily driven by a 34% increase in unit shipments of client processors, partially offset by a 6% decrease in average selling price of client processors.

Gross margin for the three months ended March 28, 2026 was 53% compared to gross margin of 50% for the prior year period, a 3% increase primarily driven by a favorable product mix, including higher Data Center segment revenue.

Gross margin for the three months ended June 27, 2026 was 54% compared to gross margin of 40% for the prior year period, a 14% increase primarily driven by the absence of inventory and related charges associated with the U.S. government export control on AMD Instinct MI308 Data Center GPU products

our cash, cash equivalents and short-term investments were $12.3 billion compared to $10.6 billion as of December 27, 2025.

our cash, cash equivalents and short-term investments were $13.1 billion compared to $10.6 billion as of December 27, 2025.

expected future AI technology trends and developments; the expected benefits of AMD’s acquisitions; the extent of impact of export restrictions imposed by the U.S. on our business; and AMD’s expectation to fund stock repurchases through cash generated from operations.

expected future AI technology trends, developments and growth; the expected benefits of AMD’s acquisitions; the extent of impact of export restrictions imposed by the U.S. on our business; expected shipment of the Helios rack-scale platforms; expected gain on the transfer of appreciated assets related to the acquisition of ZT Group Int’l, Inc.; AMD’s future investment commitments and commencement of future payments u