AMD CEO Lisa Su stated in the company’s quarterly earnings call on Tuesday that Q3 2026 was “was the largest and most profitable in our history.” AMD reported a document $13.4 milliard in quarterly revenue, and it’s predicting it volition hit another document elevated next fourth of $17 billion. The company’s data center endeavor is driving that growth, alongside $8.5 milliard in data center quarterly income for Q3 2026. Su stated AMD’s expecting its income to “grow additional than 80 percent in 2027,” adding that “data center volition be the largest contributor.”
Eventually, most of AMD’s income power arrive from its data center business. In reply to a inquiry during Tuesday’s earnings call, CFO Jean Hu said, “Looking onward of 2027, we really think our data center endeavor volition be additional than 80 percent of total business revenue.”
As of Q3 2026, approximately 63 percent of AMD’s net quarterly income was from its data center business. Over the final brace years, jumps in the company’s income have been closely mirroring its data center endeavor — in Q3 2026 its general income went up $1.9 billion, during its data center income went up $1.8 billion.
As AMD keeps smashing its data center income records, its gaming endeavor dropped 40 percent compared to final year, dipping to $773 million. PCs, equivalent consoles, and another tech have been hit alongside cost hikes complete latest months because of shortages of RAM and another components, driven by petition from AI data centers. The deficit power not end anytime shortly — Intel stated it’s not expecting the deficit to improve next year, and SK Hynix predicted it’ll last until 2030.
Su acknowledged the cost hikes, saying, “Our perspective is, this is one of those times — when, you know, component prices go up, it affects general scheme pricing. One would anticipate the person markets to be additional delicate to that, and so we have seen a bit of a slowdown in the sell-through.” Su added, “We are preparedness alongside the current surroundings for a downward twelvemonth for 2027.”
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