Intel · AMD · Data Center · The Register
AMD on track to overtake Intel as biggest x86 outfit
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CEO says supply chain can cope with surging datacenter and AI demand.
Key facts
- The house of Zen on Tuesday announced its Q3 2026 results, which saw it grow revenue 45 percent year-over-year to $13.4 billion
- Intel, AMD’s great rival in the x86 market, offered revenue guidance of $15 billion to $16 billion for its next quarter, which would represent almost no growth
- The company’s Data Center segment won $8.5 billion of revenue, up 97 percent year-over-year
- AMD, by contrast, told investors it expects around $17 billion of revenue next quarter
Summary
AMD has predicted it will win more revenue than Intel in its next quarter, potentially marking the first time it becomes the dominant vendor whose main product is x86 processors. The house of Zen on Tuesday announced its Q3 2026 results, which saw it grow revenue 45 percent year-over-year to $13.4 billion. Intel, AMD’s great rival in the x86 market, offered revenue guidance of $15 billion to $16 billion for its next quarter, which would represent almost no growth. AMD, by contrast, told investors it expects around $17 billion of revenue next quarter.