AMD data center revenue doubles to $8.5B as Anthropic, OpenAI, Meta run models on first Helios racks
AccBalanced · x · 2026-11-04
AMD's Q3: revenue $13.4B (+45% YoY), data center revenue nearly doubled to a record $8.55B, adjusted EPS $2.09 beat estimates. Q4 guidance is $17B, with CEO Lisa Su saying growth should "accelerate further" as Helios and Venice production scales.
Key announcements:
- Anthropic, Meta, Microsoft, OpenAI, and Oracle Cloud are running models on the first AMD Helios rackscale solutions (MI450 GPUs + 6th Gen EPYC CPUs)
- Introduced the Helion reference architecture, an open blueprint for rack-scale agentic systems
- Announced acquisitions of World Labs and Taalas, expanding across the "full superintelligence stack"
- Released ROCm 10 with AI-native developer experiences
- OCI Compute E7 instances will be powered by 6th Gen EPYC CPUs
Related event: AMD Beats on Q3 as Data Center Revenue Nearly Doubles, Shares Surge(11 posts)→
More from Venture
- Dylan Patel: CoreWeave sold out for 6 months, Nebius demands full-year prepay — AccBalanced · 2026-11-04
- SemiAnalysis's Dylan Patel: $11T AI capex by 2029, $7T of it debt; CoreWeave sold out — AccBalanced · 2026-11-04
- GPU rental prices jumped from $3 to $13/hour in six months; 2027 winners will match contract duration to compute — AccBalanced · 2026-11-04
- Ex-OpenAI's realchillben confirms he has joined a16z as an investor — venturetwins · 2026-11-04
- Meta raises $15B in bonds for AI buildout, drawing $58B in orders at 3.9x oversubscription — rohanpaul_ai · 2026-11-04
- Meta raises $15B in bonds for AI build-out, drawing $58B in orders — rohanpaul_ai · 2026-11-04