# Advanced Micro Devices (AMD) is due to report its fiscal first-quarter results on May 5.

*semiconductor · news · 2026-04-17 · Barchart*

## Key points

- Late March reports indicate PC makers face shortages of AMD and Intel CPU chips.
- Oracle, OpenAI, and Meta have signed major long-term deals to buy AMD GPUs in 2025-2026.
- Analyst Beth Kindig claims AMD may deliver higher returns than Nvidia by 2030.
- AMD is developing a niche in providing lower-cost GPU options for big tech AI projects.
- Lisa Su forecasts AI data-center business will expand rapidly within three to five years.

**Companies:** Advanced Micro Devices, Nvidia, Intel, Oracle
**Countries:** United States

[Read the full story on Barchart](https://www.barchart.com/story/news/1369932/dear-amd-stock-fans-mark-your-calendars-for-may-5)

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