From the source
AMD reported record third-quarter 2026 revenue of $13.4 billion, with Data Center segment sales nearly doubling year-over-year on demand for Instinct GPUs and EPYC CPUs.
- Revenue exceeded the high end of AMD's guidance, and non-GAAP earnings per share grew 74% to $2.09, which CFO Jean Hu said shows the operating leverage in the business model as Data Center drives scale.
- Data Center segment revenue was a record $8.5 billion, up 97% year-over-year, driven by EPYC processors and the launch of Instinct MI450 Series GPUs.
- Client and Gaming revenue fell 8% to $3.7 billion, as gaming dropped 40% on lower semi-custom and graphics revenue, while Embedded rose 29% to $1.1 billion.
Anthropic,
Meta, Microsoft, and Oracle Cloud Infrastructure are running models and workloads on the first AMD Helios rackscale solutions, powered by Instinct MI450 Series GPUs and 6th Gen EPYC CPUs.




