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AMD posts record quarter, expects to outsell Intel in Q4 for the first time

Hardware1 min read

In brief

AMD reported record quarterly revenue of $13.38 billion, with data center sales up 97% year-over-year to $8.55 billion. The company expects about $17 billion in Q4 revenue, which would put it ahead of Intel for the first time in history.

  • Q3 revenue of $13.38 billion
  • Data center revenue up 97% year-over-year to $8.55 billion
  • Q4 revenue guidance of about $17 billion
  • Instinct MI455X and Helios systems in deployment
  • Data center expected to exceed 80% of revenue in 2027

Data center drives growth

AMD's third-quarter revenue reached $13.38 billion, well above $9.25 billion a year earlier. Gross margin was 54% and net income rose 95% to $2.43 billion.

The data center unit was the main engine: sales rose 97% year-over-year to $8.55 billion, accounting for 64% of total revenue. AMD credits its latest Epyc processors and the Instinct MI455X AI accelerators used in its Helios rack-scale systems. Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are already running workloads on their first Helios systems, according to the company.

Q4 outlook and Intel comparison

AMD expects about $17 billion in fourth-quarter revenue. According to the company, that would mark the first time in history it exceeds Intel's projected revenue. Data center revenue is expected to climb from $8.55 billion to roughly $12.8 billion.

CEO Lisa Su said the company expects server revenue to double in 2027 and data center AI revenue to grow even faster. AMD projects data center will make up more than 80% of total revenue in 2027.

Pressure on the PC side

The client and gaming unit generated $3.72 billion, down 8% year-over-year. Gaming product sales fell to $773 million from $1.30 billion as Microsoft and Sony bought fewer console chips and Radeon RX GPU sales stayed weak.

Su said AMD plans for a double-digit decline in PC shipments in 2027 but expects to outperform the market by focusing on enterprise, premium consumer and desktop processors. High memory prices are also weighing on PC demand.

Why it matters

For readers watching for a second AI chip supplier beyond NVIDIA, AMD's data center momentum is a key signal. Its expected move ahead of Intel also shows how the balance of power is shifting in PCs and servers.

Sources

  1. Tom's HardwareFirst reported by
    AMD expects to outsell Intel in Q4 for the first time in history
AnthropicMetaMicrosoftOpenAI#AMD#data centers#AI chip#earnings

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