One of the most overlooked parts of $AMD earnings was its Embedded business. Lisa Su on the earnings call: “We remain on track to close more than $18 billion of design wins in 2026, our third consecutive record year.” Q3 results: - Revenue: $1.1B (+29% YoY) - Operating income: $453M (+60% YoY) - Operating margin: 41% With those design wins expected to ramp over the coming years, AMD is building another powerful growth engine outside of AI GPUs. Very bullish on the long-term opportunity here.
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