Intel · AMD · Data Center · Tom's Hardware
AMD expects to outsell Intel in Q4 for the first time in history
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AMD late on Tuesday reported its highest quarterly revenue ever as demand for its Epyc data center processors and Instinct AI accelerators nearly doubled year-over year and sales of its products for client systems were down only modestly despite high memory prices and other headwinds.
Key facts
- AMD's Data Center business was the main driver of its growth as the unit's sales reached a record $8.55 billion, up 97% from $4.34 billion a year earlier and 27% sequentially
- AMD expects its Data Center revenue to increase from $8.55 billion in Q3 2026 to approximately $12.8 billion in Q4 (based on the company's guidance), driven by the ramp of Instinct MI455X
- AMD's third-quarter revenue reached $13.377 billion, a huge increase from $9.25 billion in the same quarter a year earlier and $11.54 billion in the previous quarter
- Meanwhile, sales of AMD's client CPUs totaled $2.95 billion, down from $3.06 billion in the previous quarter and up around $200 million from $2.75 billion in the same quarter a year ago
Summary
As increasing sales of data center hardware more than offset declines in the client realms, AMD's profitability continues to improve. AMD's third-quarter revenue reached $13.377 billion, a huge increase from $9.25 billion in the same quarter a year earlier and $11.54 billion in the previous quarter. AMD's Data Center business was the main driver of its growth as the unit's sales reached a record $8.55 billion, up 97% from $4.34 billion a year earlier and 27% sequentially. The company attributed the results to strong demand for its latest Epyc processors and the launch of Instinct MI455X AI accelerators, which power its Helios rack-scale systems.