AMD on track to overtake Intel as biggest x86 outfit
AMD reported Q3 2026 revenue of $13.4 billion, up 45 percent year-over-year, with data center revenue reaching $8.5 billion and jumping 97 percent year-over-year. CEO Lisa Su projects the company will grow over 80 percent in 2027, with the data center AI business more than doubling. AMD's client and gaming segment declined 8 percent to $3.7 billion, while Intel's comparable segment fell 5 percent. AMD credited supply chain investments in wafers, substrates, and advanced packaging to meet projected 2027 demand.
Key points
- AMD revenue guidance of $17B for next quarter exceeds Intel's $15-16B guidance
- Data center segment revenue up 97% YoY to $8.5B, driven by AI demand
- CEO projects overall company growth exceeding 80% in 2027, with data center AI business more than doubling
- AMD secures supply chain commitments for wafers, substrates, and advanced packaging
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