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AMD: AI chips and financial results

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This dossier tracks AMD’s data centre sales and financial results, distinguishing reported figures, management explanations and forecasts.

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Logo identifying chipmaker AMD.
AMD logo, illustration. — AMD / Wikimedia Commons, public domain (PD-textlogo).

Where things stand

As of 3 November 2026, AMD reports quarterly sales of $13.377 billion, including $8.5 billion in data centres, and forecasts roughly $17 billion next quarter.

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Reported information

AMD data centre sales nearly double in third quarter

AMD reported third-quarter revenue of $13.377 billion on 3 November 2026, up 45% from a year earlier. Its data centre division reached $8.5 billion, a 97% increase.

Logo identifying chipmaker AMD.
AMD logo, illustration. — AMD / Wikimedia Commons, public domain (PD-textlogo).

Management attributes the growth to EPYC processors and the launch of Instinct MI450 AI accelerators. Published accounts put group net income at $2.428 billion, against $1.243 billion a year earlier.

AMD forecasts roughly $17 billion in fourth-quarter revenue, plus or minus 3%. This is an outlook, rather than booked sales. Performance is weaker in Client and Gaming, where revenue fell 8% to $3.7 billion.

Sources 3