AMD, which ended the session at $539.51, gained roughly 2.93% after hours to approximately $555.49. The revenue beat was underpinned by a 13% year-over-year jump in Intel's Client Computing Group to $8.9 billion in the quarter. Reuters reported Thursday, citing two people familiar with the talks, that both Intel and AMD are signing longer-term purchase commitments with Chinese data-centre customers as prices surge. Intel CEO Lip-Bu Tan, speaking on an analyst call in April, said demand "continues to run ahead of supply, especially for Xeon server CPUs." For Q3 2026, Intel guided revenue of $15.8 billion to $16.8 billion, above the $15.1 billion consensus.