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On November 4, 2026, AMD announced its financial results for the third quarter of fiscal year 2026. According to a report by East Money, total revenue was $13.4 billion, up 45% year-over-year; data center revenue was $8.5 billion, up 97% year-over-year and accounting for 64% of total revenue; the company expects fourth-quarter revenue of approximately $17 billion and raised its 2027 target to revenue growth of more than 80%. heise online reported revenue of $13.38 billion, operating profit of $2.83 billion, up 123% year-over-year, with the data center business rising from 47% last year to 64% of revenue, while gaming revenue fell 40%; CEO Lisa Su said the company has secured key supplies including wafers, substrates, advanced packaging and memory.
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AMD Announces Third Quarter Fiscal Year 2026 Financial Results
Source:East Money
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ServeTheHome
AMD Q3 2026 Earnings: Data Center Revenue $8.546 Billion, Up 97% Year-over-Year
AMD announced its Q3 2026 earnings, with total revenue of $13.377 billion, up 45% year-over-year and 16% quarter-over-quarter. Data center revenue reached $8.546 billion, up 97% year-over-year and 27% quarter-over-quarter. AMD attributed this to strong EPYC demand and the launch of the Instinct MI450 GPU, and said customers including Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are already running workloads on the Helios rack-scale solution. The company expects Q4 revenue of about $17 billion, plus or minus 3%, which at the midpoint would represent roughly 66% year-over-year growth.
heise online
AMD's Q3 revenue was $13.38 billion, with the data center business share rising to 64%
AMD reported third-quarter revenue of $13.38 billion, up 45% year over year, and operating profit of $2.83 billion, up 123% year over year. Demand for Epyc server processors and Instinct AI accelerators pushed the data center business's share of total revenue from 47% last year to 64%, while gaming business revenue fell 40%. AMD expects fourth-quarter revenue of about $17 billion, and CEO Lisa Su said the company has secured key supplies including wafers, substrates, advanced packaging and memory.
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Edge AI Daily Morning Brief (November 4): Anthropic's $895.4 Billion Compute Commitment and GPT-6.2…
On November 2, Anthropic filed a revised S-1, quantifying for the first time approximately $895.4 billion in long-term compute and infrastructure commitments, about seven times its $132 billion in cash and short-term investments, with IPO discussions valuing the company at up to roughly $2 trillion. During the same period, some OpenAI Codex users spotted an undisclosed identifier "gpt-6.2-astra" on the usage statistics page, accounting for as much as 19.8% of a single account's daily requests, which the company has not acknowledged. Meta, meanwhile, launched its first investment-grade U.S. dollar bond sale in six months, with the 30-year tranche priced at about 7.8%, using the proceeds to fill the AI infrastructure funding gap.
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East Money
AMD's Q3 data center revenue reaches $8.5 billion, nearly doubling, with revenue growth expected to exceed 80% in 2027
AMD announced its fiscal 2026 third-quarter earnings: total revenue of $13.4 billion, up 45% year-over-year, and data center revenue of $8.5 billion, up 97% year-over-year and accounting for 64% of total revenue. The company expects fourth-quarter revenue of about $17 billion and has raised its 2027 targets to revenue growth of over 80%, server CPU revenue doubling year-over-year, and the data center business accounting for more than 80% of total revenue. The earnings call disclosed that MI455X and Helios racks have shipped to customers including Anthropic, Meta, Microsoft, OpenAI, and Oracle, while also announcing the acquisitions of Taalas and World Labs, with Fei-Fei Li to serve as AMD's chief scientist.
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Cailian Press
AMD's data center revenue reached $8.5 billion in the third quarter of fiscal 2026, with revenue growth expected to exceed 80% in 2027
AMD announced its third-quarter fiscal 2026 financial results, with total revenue of $13.4 billion, up 45% year over year, and data center revenue of $8.5 billion, up 97% year over year, accounting for 64% of total revenue. The company provided fourth-quarter revenue guidance of approximately $17 billion and expects revenue growth to exceed 80% in 2027, with server CPU revenue doubling year over year, at which point the data center business will account for more than 80% of total revenue. The earnings call also mentioned that MI455X and Helios racks began shipping this quarter, and that customers including Anthropic, Meta, Microsoft, OpenAI, and Oracle have already deployed them online, and announced the acquisitions of Taalas and World Labs, with Fei-Fei Li to serve as AMD's chief scientist.
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Semiconductor Industry Observer
AMD's Q3 2026 revenue reached $13.4 billion, with data center revenue share rising to 64%
AMD announced its Q3 2026 earnings: revenue of $13.4 billion, up 45% year-over-year; data center business revenue of $8.5 billion, up 97% year-over-year, accounting for 64% of total revenue, up from 47% in the same period last year. Lisa Su stated that in 2027 the data center business will account for more than 80% of the company's total revenue, and in Q4 data center AI business revenue will surpass server CPU business revenue for the first time. EPYC Venice has begun shipping, MI455X has started volume shipments, and customers including Anthropic, Meta, Microsoft, OpenAI and Oracle completed their first Helios rack deployments in Q3.
Rohan Paul
AMD Releases Q3 2026 Financial Results, Expects Revenue Growth of Over 80% in 2027
AMD announced its Q3 2026 financial results and expects revenue growth of more than 80% in 2027, above analysts' expectations of 77%. Data center chips are the main source of this forecast; CEO Lisa Su said they will account for 80% of next year's sales. That business grew 97% in the third quarter to a record $8.55 billion, driving total quarterly revenue up 45% to $13.38 billion. AMD expects fourth-quarter revenue of about $17 billion (plus or minus 3%), and Meta is testing the first batch of Helios systems under a five-year procurement agreement signed in February worth up to $60 billion.
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