The chipmaker reported data‑center revenue of $8.55 billion, a 97% increase year‑over‑year, and set a fourth‑quarter outlook around $17 billion as AI‑powered servers drive demand.
AMD announced a near‑doubling of its data‑center sales, propelling third‑quarter earnings up 97% and projecting a $17 billion revenue run‑rate for the fourth quarter.
Record data‑center revenue
The chipmaker reported $8.55 billion in data‑center revenue for the quarter, a 97% year‑over‑year increase driven by AI‑powered servers and growing demand for high‑performance computing.
Impact on earnings
The surge in data‑center sales lifted AMD’s earnings per share by 97% compared with the same period last year, marking the strongest quarterly performance in the company’s history.
Fourth‑quarter outlook
AMD forecast fourth‑quarter revenue around $17 billion, citing continued momentum in AI workloads, cloud infrastructure upgrades, and expanding partnerships with major hyperscalers.
- AI‑driven server demand
- Growth in cloud and hyperscale contracts
- Expansion of Radeon Instinct GPU line
Analysts note that the company’s roadmap, including upcoming Zen 5 cores and next‑generation GPUs, should sustain the growth trajectory into 2027.
For a broader view of AMD’s market positioning, see the Advanced Micro Devices Inc. on Momentum page and explore related stories in the Business category.