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AMD reported Q3 2026 revenue of $13.4 B with data‑center sales up 97% to $8.5 B and guided Q4 revenue of $17 B, sending its shares up 6% after hours
111,362 posts · 70,373 accounts · +4% vs the day before
- AMD Q3 results show revenue $13.4 B (+45%), data‑center revenue $8.5 B (+97%), non‑GAAP EPS $2.09 (+74%) and operating margin 29%; Q4 guidance $17 B at midpoint, shares rose 6% after hours[80]
- Senator‑elect James Talarico’s victory in Texas ends a 32‑year GOP Senate hold, raising concerns that the new Democrat may curb AI data‑center expansion as Texas builds 25% of U.S. data centers[61][77]
- Analysts predict that the political shift could hurt AI‑related infrastructure stocks, with traders expecting a slowdown in data‑center builds after the Texas win[78][42]
- OpenAI announced plans to rebrand its AI data‑center facilities as “grid‑protect” sites, claiming they could help ease power‑grid pressure during emergencies[9]
Posts cited
[9] Akun · @aknurakim ·
UPDATE: OPENAI WANTS TO REBRAND AI DATA CENTERS, USE THEM TO 'PROTECT THE GRID' The ChatGPT maker says future facilities could ease pressure on power grids by cutting demand during emergencies. The future is here. #Bitcoin #Crypto #Web3
Open on X[42] Sheel Mohnot · @pitdesi ·
if data centers are harder to build short term: winners: Equinix/Digital Realty (scarcity) losers: Nvidia/AMD/Vertiv/Oracle (less buildout) long term: winners: Google/Amazon/Microsoft (moats), SpaceX (orbital?) losers: Ant/OpenAI/other AI startups (pricier compute) wdyt?
Open on X[61] Mario Nawfal · @marionawfal ·
🚨🇺🇸 Talarico STUNS Texas, ending GOP's 32-year U.S. Senate hold Decision Desk HQ projects Talarico has defeated Trump-backed Ken Paxton, becoming the first Democrat to represent Texas in the U.S. Senate since 1994. Paxton targeted Talarico's masculinity and transgender-rights record, using AI-generated ads and highlighting his past statement that “God is nonbinary.” Talarico later softened his positions on transgender athletes in girls' sports and gender-affirming surgeries for minors. Paxton’s campaign scandals proved harder to shake than his attacks on Talarico. Source: The 19th, Decision Desk HQ / Writer: Marie
Open on X[77] Ripster · @ripster47 ·
💡 Greg Abbot is losing right now in Texas Gina Hinojosa if wins will be first Democrat Governor since 1995 in Texas Texas is building 25% of all Data Centers so hence AI Data Center Wall Street folks watching it closely
Open on X[78] Sheel Mohnot · @pitdesi ·
I did NOT see this coming This is gonna be real bad for AI / data centers :(
Open on X[80] VoltListings · @voltlistings ·
AMD Q3 by the numbers: revenue $13.4B (+45%), Data Center $8.5B (+97%), non-GAAP EPS $2.09 (+74%), operating margin 29%. Q4 guide $17B at the midpoint. Shares up 6% after hours. Every AI infrastructure name reporting this month now has a higher bar to clear.
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Written by an AI model from public posts; it can be wrong. Check the sources.