# Wedbush Sees AMD Server CPUs as Likeliest Source of Earnings Upside By John Kim Canonical URL: https://www.tokenpost.com/news/business/35920 Published: 2026-10-20T19:53:28.000Z Updated: 2026-10-20T19:53:28.000Z Section: Business > AMD is scheduled to report fiscal third-quarter results Nov. 3. Its Helios rack-scale AI platform and planned GPU deployments are also in focus. Wedbush Securities sees stronger demand for AMD server CPUs as the likeliest source of potential upside to fiscal third-quarter estimates, putting AI computing in focus ahead of the chipmaker’s Nov. 3 earnings release. AI-related workloads could increase demand for server processors. If demand exceeds expectations, AMD’s revenue and margins could come in above current estimates. AMD reports a combined Data Center segment, so its quarterly results will not isolate server CPU sales or margins. AMD’s Helios rack-scale AI platform is another focus, along with progress on planned GPU deployments. Updates on those plans would concern future shipments and projects, distinct from the quarter’s reported performance. AMD’s [data center business generated $6.7 billion]() in the quarter ended June 27, up 107% from a year earlier. Demand for EPYC processors and Instinct GPUs contributed to that growth, but the combined total did not identify the CPU share. AMD’s fiscal third-quarter earnings report is due Nov. 3. ## Links in this article - [data center business generated $6.7 billion](https://www.tokenpost.com/news/technology/27021)