AMD Sets New Record in Revenue, AI Adoption, and Supply Constraints
ByAinvest
Saturday, Feb 7, 2026 2:15 am ET1min read
AMD--
AMD reported record quarterly and annual revenue, but the stock declined due to softer guidance and AI-related supply constraints in server CPUs. Investors are concerned about the translation of AI-driven demand into near-term revenue. AMD announced a multi-year GPU supply agreement with OpenAI and expanded its work with GIGABYTE to bring AMD AI technology into consumer and gaming products. The stock has been volatile, with a 12% decline over the past week and a 0.8% decline over the past month.
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