# Advanced Micro Devices reported first-quarter earnings that topped expectations.

*semiconductor · news · 2026-05-05 · CNBC*

## Key points

- AMD's data center unit became the primary driver of the company's revenue and earnings growth.
- AMD expects $11.2 billion in Q2 revenue versus analyst forecasts of $10.52 billion.
- AMD will ship its first rack-scale AI data center system, Helios, later this year.
- OpenAI and Meta have already committed to receiving shipments of AMD's Helios system.
- AMD and Intel are collaborating on an x86 instruction set, AI Compute Extensions, boosting compute density 16 times.

**Companies:** Advanced Micro Devices, Intel, Micron
**Countries:** Iran

[Read the full story on CNBC](https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html)

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