Markets
AMD reports record quarter as data-center revenue drives growth and consumer demand weakens
AMD reported record third-quarter 2026 revenue of $13.4 billion, including $8.5 billion from data centers, and forecast $17 billion for the next quarter. Executives said data-center revenue could exceed 80% of total company revenue ahead of 2027, while gaming revenue fell 40% year over year to $773 million. Component shortages are raising prices for PCs and consoles, and AMD is planning for a down consumer year in 2027. The forecasts are management guidance, not independently established outcomes.
Editorial summary · Publisher article
What matters
- Data-center revenue represented roughly 63% of AMD’s quarterly revenue.
- AMD said overall revenue could grow more than 80% in 2027, led by data centers.
- Gaming revenue declined 40% year over year to $773 million.
- AMD linked consumer weakness to higher component prices and shortages.
Context & caveats
- Revenue forecasts and the explanation of future component shortages reflect statements from AMD and other company executives cited in the report.
Why this made the edition
The report provides concrete quarterly results, segment figures, guidance and consumer-market implications from AMD’s earnings call, while preserving that the outlook comes from company executives.
Source material