AMD reports 97% growth in data center revenue

AMD announced financial results for the third quarter, which ended September 26, 2026.[1][2] The company reported revenue of $13.4 billion, up 45% year over year, and said quarterly revenue exceeded the high end of its guidance.[1] Its Data Center segment generated a record $8.5 billion, a 97% increase from a year earlier.[1] That segment accounted for the largest reported revenue figure among the segments listed in AMD’s results, making its growth the standout in the quarter.[1]

AMD attributed Data Center growth to strong demand for EPYC processors and the launch of Instinct MI450 Series GPUs.[1] Client and Gaming together generated $3.7 billion, down 8% year over year.[1] Within that figure, the Client business brought in $2.9 billion, up 7%, driven by Ryzen mobile processor sales.[1] Gaming revenue was $773 million, down 40%; AMD attributed the decline to lower semi-custom and graphics revenue.[1] The contrasting results show why the combined Client and Gaming figure does not tell the whole story for either business.[1]

AMD’s Embedded segment generated $1.1 billion in revenue, up 29% year over year.[1] The company said growth was led by aerospace and defense, automotive, communications and industrial end markets.[1] The increase adds a second area of reported segment growth alongside Data Center, although Embedded revenue was substantially lower than the Data Center segment’s $8.5 billion.[1] For readers assessing AMD’s results, the disclosed figures point to different growth rates and revenue levels across the company’s businesses rather than a uniform increase in every segment.[1]

CEO Lisa Su said demand for AMD Instinct and EPYC products continued to strengthen.[1] She said AMD expects growth to accelerate further in the fourth quarter as it scales Helios and Venice production.[1] AMD’s fourth-quarter outlook reflects accelerating revenue and earnings growth, which the company said would be driven by strong demand across its Data Center portfolio.[1] AMD shares rose 7% in after-hours trading.[3]