AMD第四季度营收指引高于预期

Core Viewpoint - AMD's fourth-quarter revenue guidance exceeds market expectations, driven by significant investments in data center infrastructure that will boost demand for its AI chips [1] Group 1: Financial Performance - AMD expects fourth-quarter revenue to be approximately $9.6 billion, with a fluctuation range of $300 million, compared to analysts' average estimate of $9.15 billion [1] Group 2: Market Position and Investments - The company has secured substantial investments in AI hardware from major players, including OpenAI and the U.S. Department of Energy [1] - AMD's stock price has more than doubled this year, outperforming market leader NVIDIA, which has a market capitalization exceeding $5 trillion [1]