Tech

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

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Based on a feed excerpt; full article content has not been acquired. Source evidence retrieved 04/11/2026, 21:58:23 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 suffered a significant downturn, while the client business grew by 7% to $2.95 billion. CFO Jean Hu stated revenue guidance targets $17 billion, with Q4 projections expected to rise another 27%. Intel's Q4 guidance sits between $15 and $16 billion, meaning AMD could surpass Intel's revenue for the first time in history if both meet their targets.

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 MI450 GPUs.

Context

AMD's Q3 2026 results show a stark contrast between its data center and gaming divisions. The data center segment, up 97% year over year, generated $8.5 billion in revenue, while the client business grew 7% to $2.95 billion. Intel's Q4 guidance places revenue estimates between $15 and $16 billion, creating a potential revenue race if both companies meet their targets.

Limitations

Evidence covers only Q3 2026 results and Q4 projections; no specific dates for Intel's Q4 guidance are provided. Uncertainty exists regarding whether AMD's Q4 projections will be met, as Intel's guidance is a range rather than a single figure.

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