AMD recorded US$ 8.55 billion in data center revenue in the third quarter of 2026, a 97% increase compared with the same period a year earlier. The result, announced this Tuesday (3), drove the semiconductor manufacturer's total revenue to US$ 13.38 billion, a 45% year-over-year increase.
The data center division accounted for approximately 64% of the company's quarterly revenue. The growth was supported by demand for EPYC processors, used in servers, and for GPUs in the Instinct line, mainly aimed at high-performance computing and artificial intelligence.
The numbers show the growing importance of computing infrastructure to AMD's business. However, the division's revenue does not correspond exclusively to sales of AI accelerators, as it also includes conventional server processors and other components.
The manufacturer's net income reached US$ 2.43 billion in the quarter, while diluted earnings per share, on an adjusted basis, came to US$ 2.09, compared with US$ 1.20 a year earlier.
In contrast to data centers, the combined Client and Gaming segment posted an 8% decline in annual revenue, to US$ 3.72 billion. Sales of personal computer products grew 7%, but the gaming division fell 40%, to US$ 773 million.
AMD CEO Lisa Su said demand for Instinct and EPYC products continued to increase and linked the expectation for further growth to expanding production of Helios systems and server processors known as Venice.
For the fourth quarter of 2026, AMD projected revenue of approximately US$ 17 billion, with a range of plus or minus 3%. The midpoint of that estimate represents sequential growth of about 27% and annual growth of approximately 66%.
The company also expects adjusted gross margin near 55%. The estimates represent management's expectations and are subject to market conditions; they do not constitute results already achieved.
