Capex is a promise; product disclosure is the receipt that the promise has a shape. AMD's fiscal 2020 annual report (filed January 29, 2021) states that "in November 2020, we introduced our data center graphics processor, the AMD Instinct MI100 GPU accelerator," described as a first of its kind for the company. EdgarBeast surfaced the disclosure.
State the figure and the period, then the so-what. The period is fiscal 2020; the figure here is not dollars but a product milestone — AMD's entry into data-center GPU acceleration. For a company whose data-center story has been built around CPUs, putting an Instinct accelerator on the record is a directional statement to investors.
The filing does not, as of this date, give the MI100 a standalone revenue line, and I will not model one from a launch announcement. What it gives is positioning: AMD is on record competing in the accelerator market, not just adjacent to it.
Read forward from here, the question the filings will have to answer is whether the accelerator line becomes material to the data-center segment. As of the FY2020 10-K, it is a launched product and a stated priority — no more, no less. The 10-K on sec.gov is primary; EdgarBeast indexed the MI100 disclosure.