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AMD (AMD) reported Q1 2026 revenue of $10.25B, up 37.9% year-over-year, with data center revenue surging 57% to $5.775B driven by partnerships with OpenAI (6 gigawatts), Meta (6 gigawatts), and Oracle (27,000-node cluster).
NVIDIA (NVDA) faces intensifying competition as AMD’s MI450 series gains traction with leading custome…