{
  "id": 152749,
  "title": "Chip company: AMD disappoints despite record quarterly results",
  "url": "https://urgent.news/2026/08/04/chipkonzern-amd-enttauscht-trotz-rekord-quartalsergebnis",
  "topic": "business",
  "section": "Business",
  "published": "2026-08-04T23:01:37.000Z",
  "source": {
    "name": "Handelsblatt",
    "slug": "handelsblatt",
    "url": "https://www.handelsblatt.com/technik/it-internet/chipkonzern-amd-enttaeuscht-trotz-rekord-quartalsergebnis/100245060.html"
  },
  "original_language": "de",
  "account": "Frankfurt – AMD's robust demand for server processors has surprisingly accelerated its growth, despite delivering an optimistic outlook that caused Wall Street shares to fall by nine percent post-market. Analyst Jacob Bourne from eMarketer noted that AMD is now in a similar situation to Nvidia and hyperscalers, as investors look for indications that AI infrastructure investments will continue to drive profits. AMD is the world's second-largest supplier of AI processors, after Nvidia, benefiting from the search for alternatives to the global market leader. AI developer Anthropic ordered chips from AMD with a total energy demand of two gigawatts, contributing to AMD's potential investment of up to five billion dollars. The semiconductor manufacturer is set to start delivering the second generation of its AI servers soon, competing with computer makers like Dell, Lenovo, and Hewlett-Packard Enterprise, as well as the world's largest electronics contract manufacturer, Foxconn.",
  "summary": "The chip manufacturer is presenting its investors with an \"excellent quarter\" with a profit growth of 246 percent. Nevertheless, the stock collapses after hours.",
  "key_points": [
    "AMD's server processor demand accelerates growth despite optimistic outlook",
    "Analyst Jacob Bourne compares AMD to Nvidia and hyperscalers",
    "AMD to invest up to $5B in AI processors, starting second-gen servers soon"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}