AMD's upcoming Q2 2026 earnings call on August 4 follows a July 22 Advancing AI event that highlighted Instinct MI350 series accelerators and EPYC server CPU momentum. Traders are focused on data center revenue guidance, where AMD holds roughly 5-7% AI accelerator share against NVIDIA's 70-80% dominance, alongside sequential growth from Q1's $10.3 billion results. Key variables include hyperscaler adoption of AMD's MI300/MI350 GPUs, software ecosystem progress versus NVIDIA's CUDA, and any updated outlook on gross margins near 56% amid ongoing competition from custom ASICs. Recent TSMC supply signals and Meta partnership expansions support expectations for continued double-digit year-over-year expansion.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日新規
2026/08/04
AI / Artificial Intelligence 20+ times
96%
CPU 20+ times
96%
GPU 10+ times
96%
Data Center 10+ times
95%
Game / Gaming 5+ times
93%
Desktop
94%
Pipeline
18%
Helios
92%
China
73%
Microsoft / Azure
74%
Meta
67%
Supply Chain
78%
Frontier
34%
Oracle
19%
TSMC
29%
-No Qualifying Event-
3%
$3,699 Vol.
AI / Artificial Intelligence 20+ times
$147 Vol.
96%
CPU 20+ times
$210 Vol.
96%
GPU 10+ times
$167 Vol.
96%
Data Center 10+ times
$284 Vol.
95%
Game / Gaming 5+ times
$154 Vol.
93%
Desktop
$122 Vol.
94%
Pipeline
$150 Vol.
18%
Helios
$420 Vol.
92%
China
$449 Vol.
73%
Microsoft / Azure
$121 Vol.
74%
Meta
$245 Vol.
67%
Supply Chain
$186 Vol.
78%
Frontier
$404 Vol.
34%
Oracle
$0 Vol.
19%
TSMC
$360 Vol.
29%
-No Qualifying Event-
$276 Vol.
3%
This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET.
This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".
If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".
The resolution source will be audio of the event.
For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdfAMD's upcoming Q2 2026 earnings call on August 4 follows a July 22 Advancing AI event that highlighted Instinct MI350 series accelerators and EPYC server CPU momentum. Traders are focused on data center revenue guidance, where AMD holds roughly 5-7% AI accelerator share against NVIDIA's 70-80% dominance, alongside sequential growth from Q1's $10.3 billion results. Key variables include hyperscaler adoption of AMD's MI300/MI350 GPUs, software ecosystem progress versus NVIDIA's CUDA, and any updated outlook on gross margins near 56% amid ongoing competition from custom ASICs. Recent TSMC supply signals and Meta partnership expansions support expectations for continued double-digit year-over-year expansion.
This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET.
This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".
If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".
The resolution source will be audio of the event.
For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdf
This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".
If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".
The resolution source will be audio of the event.
For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdf
マーケット開始日： Jul 31, 2026, 12:11 PM ET
音量
$3,699終了日
2026/08/04マーケット開始日
Jul 31, 2026, 12:11 PM ETResolver
0x65070BE91...This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET.
This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".
If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".
The resolution source will be audio of the event.
For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdfAMD's upcoming Q2 2026 earnings call on August 4 follows a July 22 Advancing AI event that highlighted Instinct MI350 series accelerators and EPYC server CPU momentum. Traders are focused on data center revenue guidance, where AMD holds roughly 5-7% AI accelerator share against NVIDIA's 70-80% dominance, alongside sequential growth from Q1's $10.3 billion results. Key variables include hyperscaler adoption of AMD's MI300/MI350 GPUs, software ecosystem progress versus NVIDIA's CUDA, and any updated outlook on gross margins near 56% amid ongoing competition from custom ASICs. Recent TSMC supply signals and Meta partnership expansions support expectations for continued double-digit year-over-year expansion.
This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET.
This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".
If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".
The resolution source will be audio of the event.
For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdf
This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".
If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".
The resolution source will be audio of the event.
For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdf
音量
$3,699終了日
2026/08/04マーケット開始日
Jul 31, 2026, 12:11 PM ETResolver
0x65070BE91...AMD's upcoming Q2 2026 earnings call on August 4 follows a July 22 Advancing AI event that highlighted Instinct MI350 series accelerators and EPYC server CPU momentum. Traders are focused on data center revenue guidance, where AMD holds roughly 5-7% AI accelerator share against NVIDIA's 70-80% dominance, alongside sequential growth from Q1's $10.3 billion results. Key variables include hyperscaler adoption of AMD's MI300/MI350 GPUs, software ecosystem progress versus NVIDIA's CUDA, and any updated outlook on gross margins near 56% amid ongoing competition from custom ASICs. Recent TSMC supply signals and Meta partnership expansions support expectations for continued double-digit year-over-year expansion.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日
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