The chipmaker delivered $13.4 billion in third-quarter 2026 revenue, driven almost entirely by enterprise computing demand while consumer-facing segments weakened. Data center revenue reached $8.5 billion, accounting for $1.8 billion of the company's total $1.9 billion quarterly revenue increase. Meanwhile, consumer gaming revenue dropped 40 percent year-over-year to $773 million amid broader industry component shortages. Looking ahead, leadership projects $17 billion in fourth-quarter revenue and expects overall corporate revenue to surge by more than 80 percent in 2027.
Key points
Executive leadership projects next-quarter revenue of $17 billion alongside an anticipate…: Executive leadership projects next-quarter revenue of $17 billion alongside an anticipated 80 percent annual growth rate in 2027.
Chief Financial Officer Jean Hu expects data center operations to eventually generate mor…: Chief Financial Officer Jean Hu expects data center operations to eventually generate more than 80 percent of total company revenue.
The company is actively preparing for a down year in its consumer business during 2027 du…: The company is actively preparing for a down year in its consumer business during 2027 due to persistent supply shortages.
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AMD CEO Lisa Su said in the company’s quarterly earnings call on Tuesday that Q3 2026 was “was the largest and most profitable in our history.” AMD reported a record $13.4 billion in quarterly revenue, and it’s predicting it will hit another record high next quarter of $17 billion. The company’s data center business is driving that growth, with $8.5 billion in data center quarterly revenue for Q3 2026. Su said AMD’s expecting its revenue to “grow more than 80 percent in 2027,” adding that “data center will be the largest contributor.”
AMD rides data center riches to ‘largest and most profitable’ quarter in history
AMD thinks over 80 percent of its revenue will eventually come from its data center business alone.
AMD thinks over 80 percent of its revenue will eventually come from its data center business alone.
Eventually, most of AMD’s revenue might come from its data center business. In response to a question during Tuesday’s earnings call, CFO Jean Hu said, “Looking ahead of 2027, we actually think our data center business will be more than 80…
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