Tech

AMD's record quarter: Data center business doubles, while gaming craters

Read full article at source ↗

Based on a feed excerpt; full article content has not been acquired. Source evidence retrieved 05/11/2026, 00:58:24 UTC.

Briefings

AMD reported a record $13.4 billion in Q3 2026 revenue, a 45% year-over-year increase, driven by a 97% growth in the data center segment to $8.5 billion. The gaming segment experienced a sharp decline, while the client business grew by 7% to $2.95 billion. CFO Jean Hu projected Q4 revenue between $17 billion and $18.5 billion, potentially surpassing Intel's guidance. The article notes AMD's Q4 projections are 27% higher than this quarter's results.

Key points

• AMD's Q3 2026 revenue reached $13.4 billion, a 45% increase year over year.
• The data center segment grew 97% to $8.5 billion, driven by EPYC CPUs and Instinct GPUs.

Context

AMD's Q3 2026 results were reported by Tom's Hardware, with Intel's Q4 guidance estimated at $15-16 billion. The article highlights the data center business's acceleration as the primary driver for Q4 projections.

Limitations

Evidence is limited to Q3 2026 financial results and Q4 projections; no specific dates for the Instinct MI450 launch or client business breakdown are provided.

Generated by Bittrees-hosted qwen35-2b sha256:aaf42c8b7c3c on 05/11/2026, 03:53:58 UTC. Based on publisher-provided feed evidence; may not cover the full original article. Check the source for details.

View archived briefing on IPFS
bafybeielz5hok2ygvhitwnsmvaqlgkcqvycsnztjkhg4jrx4cf6l4wwg5y