{"ticker":"AMD","source_url":"https://www.sec.gov/Archives/edgar/data/2488/000000248826000123/0000002488-26-000123-index.htm","company":"Advanced Micro Devices, Inc.","period":"Q2 FY2026","period_end":"2026-06-27","filing_type":"10-Q","filing_date":"2026-08-05","accession":"0000002488-26-000123","comparison_basis":"FREE SAMPLE, trimmed: 3 highest-materiality changes of 6 in the latest filing. The paid card has all 6 changes, each with a source line. Compared with: the year-ago quarter (three months ended June 28, 2025) for Data Center revenue and the year-ago inventory charge. Commitments, warrants, post-quarter commitments and the August 2026 notes offering are stated as of the dates given, with no comparison period.","changes":[{"id":1,"category":"segment","summary":"Data Center revenue $6,718 million vs $3,240 million a year ago (+107%). Segment is now 58% of company revenue.","materiality":"high","citation":"Q2 2026 10-Q (acc. 0000002488-26-000123), Part I Item 2 MD&A, segment net revenue table and Data Center discussion; 58% share calculated from the same table (6,718 / 11,536)","why_it_matters":"The business mix has shifted hard into AI/data center; company-level growth is no longer a client/gaming story."},{"id":2,"category":"commitment","summary":"Unconditional commitments about $30.3 billion as of June 27, 2026, of which $17.4 billion is for the remainder of FY2026. Separate data-center lease guarantees of $4.1 billion.","materiality":"high","citation":"10-Q commitments / MD&A liquidity","why_it_matters":"Cash and supply obligations are now hyperscale-sized. This is a balance-sheet and execution risk as well as a demand signal."},{"id":3,"category":"commitment","summary":"After quarter-end: investment commitments of up to $5.0 billion through FY2028 and long-term data-center leases with $9.5 billion of future payments commencing 2027-2028.","materiality":"high","citation":"10-Q subsequent events / commitments note","why_it_matters":"Material obligations sit after the printed quarter. The tables do not yet carry the full AI-ramp scaffolding."}],"new_material_items_count":6,"high_materiality_count":4,"generated_at":"2026-10-17T14:48:54.595Z"}