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AMD revenue rises 45% as data center sales accelerate

November 3, 2026. AMD reported third-quarter revenue of $13.377 billion, up 45% year over year. Data center sales increased 97% to approximately $8.5 billion, while the client and gaming segment declined 8%.

GAAP net income was $2.428 billion, and adjusted earnings per share, a non-GAAP measure, reached $2.09. For the fourth quarter, AMD forecasts revenue of about $17 billion, plus or minus 3%.

Why it matters

The results show the growing importance of AI infrastructure to semiconductor manufacturers. The revenue outlook is a company forecast, not an achieved result.

Rockstar Briefing analysis

Data center growth could strengthen AMD’s competitive position while making more of its expansion dependent on spending by major customers. Margins, supply and deliveries will be key tests of whether that momentum can last.

Featured image: AI-generated illustration.

Source: AMD quarterly results.