AMD data center revenue jumps 97% to record $8.55B on Instinct GPU demand
rohanpaul_ai · x · 2026-11-04
AMD's Q3 2026 results: record revenue of $13.4B, up 45% YoY; net income $2.4B, diluted EPS $1.46 ($2.09 non-GAAP, up 74%).
Data Center was the standout: revenue surged 97% YoY to a record $8.55B, driven by strong demand for Instinct GPUs and EPYC server CPUs. CEO Lisa Su said growth will accelerate in Q4 as Helios and 'Venice' production scales, and the company now expects revenue growth above 80% in 2027 (vs. 77% analysts modeled), with data center chips accounting for 80% of next year's sales.
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