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.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · ОновленоWhat will AMD say during their next earnings call?
What will AMD say during their next earnings call?
НОВЕ
Aug 4, 2026
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
36%
Oracle
19%
TSMC
29%
-No Qualifying Event-
3%
$3,699 Обс.
AI / Artificial Intelligence 20+ times
$147 Обс.
96%
CPU 20+ times
$210 Обс.
96%
GPU 10+ times
$167 Обс.
96%
Data Center 10+ times
$284 Обс.
95%
Game / Gaming 5+ times
$154 Обс.
93%
Desktop
$122 Обс.
94%
Pipeline
$150 Обс.
18%
Helios
$420 Обс.
92%
China
$449 Обс.
73%
Microsoft / Azure
$121 Обс.
74%
Meta
$245 Обс.
67%
Supply Chain
$186 Обс.
78%
Frontier
$404 Обс.
36%
Oracle
$0 Обс.
19%
TSMC
$360 Обс.
29%
-No Qualifying Event-
$276 Обс.
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
Ринок відкрито: Jul 31, 2026, 12:11 PM ET
Обсяг
$3,699Дата завершення
Aug 4, 2026Ринок відкрито
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
Обсяг
$3,699Дата завершення
Aug 4, 2026Ринок відкрито
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.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено
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Обережно з зовнішніми посиланнями.
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