AMD Hits Record $13.4 Billion Quarterly Revenue as Data Center Segment Reaches 63%
AMD rides data center riches to ‘largest and most profitable’ quarter in history
AMD posted a record quarterly revenue of $13.4 billion for Q3 2026, with its data center business contributing $8.5 billion—or roughly 63% of net revenue. The company expects next quarter's revenue to reach $17 billion and projects that data center revenue will surpass 80% of total revenue by 2027. Meanwhile, gaming revenue dropped 40% year-over-year to $773 million due to component shortages, illustrating how component constraints driven by AI data centers are spilling over into the consumer electronics market.
The story highlights the profound impact of computing demand on chipmakers' business models, shedding light on the trade-offs between data center expansion and consumer electronics weakness.
Source:The Verge · AI 筛选 · theverge.com