依赖AI大客户，AMD增长逻辑遭遇现实检验

鞭牛士02-09

AIPress.com.cn报道在人工智能加速扩张的背景下，AMD正站在增长机遇与市场不安情绪交织的节点上。尽管公司最新财报显示业绩继续走高，但围绕其AI芯片业务、尤其是与OpenAI合作前景的不确定性，正在对投资者信心构成压力。2026年2月初，AMD公布了2025年第四季度及全年财务数据。数据显示，公司2025年全年营收达346亿美元，其中数据中心业务收入创下166亿美元新高，同比增长32%。...

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