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Data Centers: Featured Story
Coverage from Aol, The Register, and others
AMD Posts Record Quarter on Data Center Surge
AMD reported Q3 2026 revenue of about $13.4 billion, with data center sales up 97% year over year to $8.5 billion. CEO Lisa Su forecast roughly 80% or greater total revenue growth in 2027, including a doubling of data center CPU revenue and faster growth in data center AI. AMD says it has secured key supply-chain components to support expansion, while PC and gaming results remain a counterweight to its data center momentum.
If you read one thing
Reuters coverage gives the central results and 2027 outlook, alongside analysts’ concerns about supply constraints.
Best explainer
Breaks down the data center surge, supply-chain preparations, and the contrasting performance of AMD’s other businesses.
The evidence
Collects analyst reactions on the growth forecast, AI and server demand, supply availability, and PC-market weakness.
The reported quarter and management’s growth forecast establish strong data center momentum, while the forecast depends on expanding supply and PC and gaming performance remains a counterweight.
Data center revenue reached about $8.5 billion, up 97% year over year, and accounted for roughly 64% of AMD’s Q3 revenue.
Management forecast more than 80% company revenue growth in 2027, with data center CPU revenue expected to roughly double and data center AI growing even faster. This is a forecast, not a reported result.
AMD said it had secured wafers, substrates, advanced packaging, memory, and other components to support expansion. Coverage also identifies supply availability as a constraint, so the outlook depends on AMD’s ability to scale capacity.
PC and gaming results were mixed: coverage reports client revenue growth alongside weakness in PC demand, while gaming revenue fell. These businesses remain a counterweight to the data center surge.