aiSwingX™

AMD

aiSwingX™ analyzes US filings and reports them as news investors can read.
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Numbers to watch every quarter

Metric2025Q22026Q12026Q2
Accounts receivable
XBRL AccountsReceivableNetCurrent
6,040$M7,280$M
Data Center revenue
10-Q 2026Q2 segment note (comparative)
3,240$M6,718$M
Gross margin
10-Q 2026Q2 MD&A
40%54%
Lease guarantees, maximum exposure
10-Q 2026Q2 lease guarantees note
4,100$M
Other income (expense), net
10-Q 2026Q2 statement of operations (comparative)
98$M598$M
Post-quarter investment commitments (up to)
10-Q 2026Q2 subsequent events
5,000$M
Quarterly net income
10-Q 2026Q2 statement of operations (comparative)
872$M2,297$M
Quarterly revenue
10-Q 2026Q2 statement of operations (comparative)
7,685$M11,536$M
Warrant shares (OpenAI + Meta)
10-Q 2026Q2 warrants note
320M shares
2026Q2 · 10-Q ·

AMD's warrants to OpenAI and Meta: 320 million shares at one cent — 20% of shares outstanding, and zero on the books so far

Warrants for up to 320 million shares at a $0.01 exercise price (19.6% of the 1,632 million shares outstanding on July 29, 2026). Q2 other income $598m = 23.4% of pre-tax income of $2,551m. Lease guarantees: maximum exposure $4.1bn. Post-quarter investment commitments up to $5.0bn.
aiSwingX™ analyzes US filings and reports them as news investors can read.
–
4 0