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AMD公布2026年Q3财报：数据中心驱动营收创纪录

2 reports2 reporting sourcesUpdated 11 hours ago

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2026年11月4日，AMD公布2026年第三季度财报。早先报道称其单季营收创下134亿美元新高，数据中心业务贡献85亿美元（占净营收约63%）；后续报道明确总营收达133.77亿美元，同比增长45%，其中数据中心业务营收为85.46亿美元，同比增长97%，规模与增速均超越英特尔同期的73亿美元。公司预计下一季度营收将达170亿美元，并预测2027年数据中心业务占比将突破80%。与此同时，AI数据中心带来的零部件紧缺波及消费电子市场，导致AMD该季度游戏业务营收同比下滑40%至7.73亿美元。

AI-generated from reports · Updated 10 hours ago

Latest developmentsNov 4 13:24
后续报道显示AMD三季度数据中心营收达85.46亿美元，规模与增速均超英特尔。

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Nov 4
  1. ServeTheHomeSelected
    AMD Reports Record Q3 2026 Data Center Revenue of $8.546 Billion, Total Revenue Up 45% YoY

    AMD generated $13.377 billion in revenue for Q3 2026, up 45% year-over-year, with its Data Center segment contributing $8.546 billion—a 97% YoY surge. This outpaced Intel's $7.3 billion in data center revenue over the same period in both growth rate and scale.

  2. The Verge · AI 筛选Selected
    AMD Hits Record $13.4 Billion Quarterly Revenue as Data Center Segment Reaches 63%

    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.

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