AMD's quarterly revenue rises 45% to a record $13.4bn as data-centre sales nearly double to $8.5bn, and it guides to about $17bn

AMD reported third-quarter revenue of $13.377bn on 3 November, up 45% from $9.246bn a year earlier, in the release it filed with the SEC.

Data Center revenue was $8.546bn, up 97%. Client and Gaming revenue fell 8% to $3.722bn: Gaming fell 40% to $773m. Embedded revenue rose 29% to $1.109bn. The GAAP gross margin was 54%, and diluted earnings per share were $1.46 on a GAAP basis and $2.09 on a non-GAAP basis.

AMD names Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure as running work on its first Helios rack systems.

For the fourth quarter, AMD expects revenue of “approximately $17 billion, plus or minus 3%”, with a non-GAAP gross margin of about 55%. That would be about 27% more than the third quarter, by our arithmetic. Lisa Su, the chair and chief executive, said in the release that AMD expects growth to accelerate further in the fourth quarter as it scales up production of Helios and its ‘Venice’ server chips.

• Confirmed Third-quarter revenue was $13.377bn, up 45%; Data Center revenue was $8.546bn, up 97%. AMD Q3 2026 release, 8-K exhibit 99.1
• Confirmed AMD guides fourth-quarter revenue to about $17bn, plus or minus 3%, with a non-GAAP gross margin of about 55%. AMD Q3 2026 release, 8-K exhibit 99.1
• Claimed Lisa Su says AMD expects growth to accelerate further in the fourth quarter as it scales Helios and Venice production. Lisa Su, in the Q3 2026 release