TECHNOLOGY · AI-ASSISTED SUMMARY
AMD Posts Record Q3 Revenue, Data Center Segment Drives 45% Growth
WHY IT MATTERS
AMD’s data‑center boom positions it to surpass Intel in Q4, reshaping the server‑CPU market and influencing enterprise infrastructure choices.
What happened
AMD announced third‑quarter revenue of $13.4 billion, a 45 percent jump year‑over‑year. The surge came almost entirely from its data‑center business, which grew 97 percent to $8.5 billion, driven by strong demand for EPYC server CPUs and the launch of Instinct MI450 GPUs.
In contrast, the gaming segment fell sharply, and the client business, led by Ryzen mobile chips, rose only 7 percent to $2.95 billion. Chief financial officer Jean Hu said the company expects full‑year revenue of about $17 billion, plus or minus 3 percent, implying a 66 percent year‑over‑year increase.
AMD’s fourth‑quarter guidance is 27 percent higher than the third‑quarter results. If AMD meets its forecast, it would exceed Intel’s projected Q4 revenue of $15–$16 billion, marking the first time the two rivals have reversed their historical revenue gap.
LINKED SOURCES
AMD's record quarter: Data center business doubles, while gaming craters
Ars Technica · Nick Indge · Discovery only; Condé Nast copyright terms apply
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