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Advanced Micro Devices (AMD)
MI300X / MI325X / MI350 series datacenter GPUs
Modeled AI capex flow
$12.9B
from Big 5 forward AI-attributable spend
Hyperscaler exposure
30.0%
of revenue (latest 10-K)
Top hyperscaler customer
MSFT
modeled $5.8B flow
DC GPU revenue run-rate
$6.0B
Q4 2025 earnings
Forward visibility: DC GPU revenue run-rate
The leading indicator AM analysts read as capex commitments convert to supplier revenue.
Management-quantified data-center GPU revenue, not backlog. Tracks design-win conversion.
As of: Q4 2025 earningsSource filing
Flow attribution by hyperscaler
Modeled dollars from each hyperscaler's AI-attributable forward capex.
| Customer | Modeled flow | % of total |
|---|---|---|
| Microsoft (MSFT) | $5.8B | 45.0% |
| Amazon (AMZN) | $2.4B | 18.4% |
| Meta Platforms (META) | $1.7B | 13.1% |
| Alphabet (GOOGL) | $1.6B | 12.5% |
| Oracle (ORCL) | $1.4B | 11.0% |
Computed from disclosed customer concentration and per-hyperscaler accelerator preferences. Per-edge values can be reconstructed from the Methodology page.
Notes & source
Microsoft, Meta, Oracle are disclosed MI300X customers. DC GPU revenue ~$5B FY25; AI run-rate ramping.
View SEC filings page