// THE VERGE — MODA & SOCIETÀ
AMD rides data center riches to ‘largest and most profitable’ quarter in history
Posts from this topic will be added to your daily email digest and your homepage feed.
Posts from this topic will be added to your daily email digest and your homepage feed.
Posts from this topic will be added to your daily email digest and your homepage feed.
AMD thinks over 80 percent of its revenue will eventually come from its data center business alone.
AMD thinks over 80 percent of its revenue will eventually come from its data center business alone.
Posts from this author will be added to your daily email digest and your homepage feed.
Posts from this author will be added to your daily email digest and your homepage feed.
AMD CEO Lisa Su said in the company’s quarterly earnings call on Tuesday that Q3 2026 was “was the largest and most profitable in our history.” AMD reported a record $13.4 billion in quarterly revenue, and it’s predicting it will hit another record high next quarter of $17 billion. The company’s data center business is driving that growth, with $8.5 billion in data center quarterly revenue for Q3 2026. Su said AMD’s expecting its revenue to “grow more than 80 percent in 2027,” adding that “data center will be the largest contributor.”
Eventually, most of AMD’s revenue might come from its data center business. In response to a question during Tuesday’s earnings call, CFO Jean Hu said, “Looking ahead of 2027, we actually think our data center business will be more than 80 percent of total company revenue.”
As of Q3 2026, roughly 63 percent of AMD’s net quarterly revenue was from its data center business. Over the last couple years, jumps in the company’s revenue have been closely mirroring its data center business — in Q3 2026 its overall revenue went up $1.9 billion, while its data center revenue went up $1.8 billion.