AMD projects ~$17B in Q4 2026 revenue, compared to Intel's $15B to $16B, potentially overtaking Intel as the largest x86 processor vendor for the first time (Simon Sharwood/The Register)
Financial guidance shows a potential changing of the guard among personal computing and enterprise chip providers. AMD is targeting about $17 billion in revenue for the final quarter of 2026. In contrast, Intel expects to generate between $15 billion and $16 billion during that same fiscal period. Meeting these respective outlooks would officially push AMD into the top position across the x86 processor vendor market.
Key points
Achieving these financial projections would formally end Intel's long-standing dominance…: Achieving these financial projections would formally end Intel's long-standing dominance in the x86 processor market.
AMD's higher anticipated fourth-quarter sales demonstrate a major forecasted revenue shif…: AMD's higher anticipated fourth-quarter sales demonstrate a major forecasted revenue shift between the two chip rivals.
The realization of these future forecasts relies on AMD meeting its approximate $17 billi…: The realization of these future forecasts relies on AMD meeting its approximate $17 billion projection.
Sources checked by our analysis pipeline: 1
New York Times: |
Isabel O'Brien / CNBC: |
Apple Developer: |
Bloomberg: |
Katie Tarasov / CNBC: |
Jeff John Roberts / Fortune: |
David Swan / The Age: |
Anthropic: |
Tobias Mann / The Register: |
Bloomberg: |
Mike Allen / Axios: |
Ivan Mehta / TechCrunch: |
Rashi Shrivastava / Forbes: |
Jason Schreier / Bloomberg: |
Alex Kantrowitz / Big Technology: |
Katie Drummond / Wired: |
Financial Times: |
Bloomberg: |
Jon Brodkin / Ars Technica: |
Reuters: |
Mario Gabriele / The Generalist: |
Stephen Council / Business Insider: |
Lance Whitney / ZDNET: |
Xavier Martinez / Wall Street Journal: |
Jay Peters / The Verge: |
The Information: |
Bloomberg: |
This is a Techmeme archive page. It shows how the site appeared at 1:35 AM ET, November 4, 2026.
The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.
Travelers utilizing the flag carrier have had their personal records exposed following a security incident connected to third-party technology provider Amadeus. The disclosure reveals that unauthorized parties gained access to essential reservation systems, directly compromising passenger names across tens of thousands of individual itineraries.
Operators are increasingly pairing solar panels with lithium iron phosphate batteries to protect critical network infrastructure from unstable electrical grids and costly diesel reliance. Despite declining hardware costs making these installations viable in remote and urban environments, flawed design and poor tailoring to local requirements frequently lead to project failures. Establishing an accurate baseline of operational loads is essential to prevent costly deployment errors.
Nvidia's clients in China are set to receive just 1% of the $70 billion worth of RTX chips they ordered, according to Bloomberg. The significant shortfall leaves Chinese customers with only a tiny fraction of their total chip orders.