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AMD Delivers Blowout Q1 2026 Earnings on Surging AI Data Center Demand

… "We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth," Dr. …

May 6, 2026 · Paul Lilly

hothardware.com › news

NVIDIA Guides for Massive $91B Q2 as AI Factory Era Fuels Record Earnings

… The company's trajectory in the agentic AI era is crystal clear as it consolidates earnings into two primary market segments, the Data Center—consisting of Hyperscale $37.87 billion in Q1 revenue , and AI Clouds, Industrial, and Enterprise $37.38 billion in Q1 revenue —being by far the bigger one. …

May 21, 2026 · Paul Lilly