AMD reports $8.5B of Data Center revenue, up 97%, and forecasts faster growth
These are AMD's own reported results, and the fourth-quarter figure is a forecast. The Data Center segment includes server processors and other products, and the passages read here give no separate MI450 revenue. AMD's statement that customers are running workloads does not show how many systems they have or how much they have paid. This edition did not read the earnings call or the 10-Q.
What was claimed?
AMD reported record third-quarter revenue of $13.4 billion on November 3, 2026, up 45% from a year earlier. Data Center revenue was a record $8.5 billion, up 97%, which AMD attributes to demand for EPYC processors and the launch of its Instinct MI450 GPUs. Gaming revenue fell 40% to $773 million. AMD says Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are running models and workloads on its first Helios rack systems. It forecasts fourth-quarter revenue of about $17 billion, plus or minus 3%.
What does the evidence support?
Company claim, independent confirmation unresolved
AMD is a main alternative to NVIDIA for AI chips, so its Data Center growth is one sign of whether announced compute plans are turning into deliveries. The results show spending on this hardware still rising through September, and AMD expects growth to accelerate as it scales up Helios production.
What are the limits?
These are AMD's own reported results, and the fourth-quarter figure is a forecast. The Data Center segment includes server processors and other products, and the passages read here give no separate MI450 revenue. AMD's statement that customers are running workloads does not show how many systems they have or how much they have paid. This edition did not read the earnings call or the 10-Q.
Claim or evidence date: 2026-11-03. Last verified: .
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