AMD reports record third-quarter revenue of 13.4 billion dollars as data center revenue rises 97%
AMD grew third-quarter 2026 revenue by 45% year over year and expects fourth-quarter revenue of about 17 billion dollars.
In results released on 3 November 2026, AMD said third-quarter revenue rose 45% to 13.4 billion dollars. The data center segment, with record sales of Instinct GPUs and EPYC CPUs, drove the growth, and the company expects fourth-quarter revenue of about 17 billion dollars.
AMD published its third-quarter 2026 results on 3 November 2026 in a press release filed with the US Securities and Exchange Commission. Revenue rose 45% from a year earlier and 16% from the previous quarter to a company record of 13.4 billion dollars. Chair and chief executive Lisa Su said revenue came in above the top of the company's guidance range.
- Data center revenue rose 97% to 8.5 billion dollars, led by EPYC processors and the launch of the Instinct MI450 Series.
- Client revenue grew 7% to 2.9 billion dollars on Ryzen mobile processors, while gaming revenue fell 40%.
- Embedded revenue rose 29% to 1.1 billion dollars.
- The fourth-quarter outlook is revenue of about 17 billion dollars, plus or minus 3%, with a non-GAAP gross margin of about 55%.
Why it matters
According to AMD, Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are running workloads on the first Helios rack systems, which use MI450 GPUs and 6th Gen EPYC processors. Oracle will use 6th Gen EPYC in its OCI Compute E7 cloud instances. On the PC side, the Ryzen AI Halo platform with Ryzen AI Max PRO 400 Series processors is now available, and makers such as HP and Lenovo expanded their systems. For IT managers in Türkiye, this could mean more options to compare, both when choosing cloud servers and when buying AI-capable business PCs.
- Revenue rose 45% to 13.4 billion dollars.
- Data center revenue grew 97%.
- Fourth-quarter revenue guidance is about 17 billion dollars.
Sources
More articles
Microsoft to process Claude models in Copilot inside the EU Data Boundary by the end of 2026
Microsoft says Anthropic's Claude models in Copilot will move into the EU Data Boundary. The target is the end of 2026, and the Claude setting is off by default in the EU and EFTA.
November 5, 2026 · Source: MicrosoftGoogle makes Gemini Omni 1.2 Flash video model generally available with clips up to 15 seconds
Google made its video generation and editing model Gemini Omni 1.2 Flash generally available on 5 November 2026. It is rolling out to the Gemini API, Google Cloud, Flow, Google Vids, the Gemini app and Google Ads.
November 5, 2026 · Source: Google BlogShopify's third-quarter revenue rises 32 percent to 3.74 billion dollars
In third-quarter results published on 3 November 2026, Shopify reported revenue up 32 percent and gross merchandise volume (GMV) up 29 percent. The company expects revenue growth in the low thirties percent again in the fourth quarter.
November 3, 2026 · Source: Shopify (SEC 8-K)