Analysts had estimated US$9.39 billion on average, but some projections topped US$10 billion, according to data compiled by Bloomberg. AMD chief executive officer Lisa Su is positioning the company to compete with Nvidia in AI chips. Chief executive officer Lisa Su stuck to her usual bullish tone, repeating a prediction that the company’s AI revenue will reach the tens of billions of dollars in 2027. “And so we’re working with our supply chain partners to increase supply as well.”Fourth-quarter sales rose 34% to US$10.3 billion, beating a US$9.7 billion average estimate. Like Nvidia, AMD is contending with US restrictions on what it can export to China — the world’s biggest market for chips.

Source: The Edge Markets February 04, 2026 16:27 UTC