AMD Reports Revenue Growth Despite US Export Ban Impact

Advanced Micro Devices, Inc. (AMD) reported a significant revenue increase for the second quarter of 2025, reaching $7.7 billion, which marks a 32% year-over-year growth. This achievement comes despite a decline in AI datacenter revenue, attributed to the U.S. government's ban on exporting the Instinct MI308 accelerator to China, which cost the company $800 million in potential revenue. Data Center Dynamics reports that the ban led to a 5% decline in datacenter revenue compared to the previous quarter.

The company's CEO, Lisa Su, highlighted the strong performance of AMD's EPYC processors, which drove a 14% year-over-year increase in datacenter sales to $3.2 billion. Su also noted that the production of the MI350 accelerators began in June, with expectations for a steep production ramp in the second half of the year.

Looking forward, AMD is optimistic about its AI business, with plans to scale to tens of billions of dollars in annual revenue. The company is actively working on its next-generation MI400 series accelerators, which are expected to deliver significant performance improvements. AMD's Helios rack-scale systems, featuring these new accelerators, are anticipated to launch in 2026, promising to be the highest-performance AI systems globally.