The company is seeing robust demand for its AI processors and data center GPUs.

AMD's stock gains recently have been driven largely by enthusiasm for the company's central processing units. But it will be important for investors to monitor momentum in graphics processing units as well on Tuesday.

Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, driven by strong demand for its data center chips. Shares rose 17% in premarket trading on Wednesday.

AMD’s AI chip sales fall within its data center segment, and it was predictably the best-performing unit, as sales rose 57% from a year earlier to $5.8 billion. The company said it benefited from strong demand for its EPYC server chips and the continued ramping of its Instinct graphics processing units.

The upcoming APU features a hybrid core configuration with two core clusters, a 4.5 GHz boost clock, and a Radeon 840M GPU based on RDNA 3.5.

The AMD Radeon RX 9070 XT is the only 2025-released GPU that we gave a 10/10 score. Even though it costs $150 less than the Nvidia GeForce RTX 5070 Ti, the 9070 XT beats it out in several of the games we tested.

AMD’s conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator traction all reinforce the bull thesis on AMD (NASDAQ:AMD) heading into 2026.