Companies · AMD
Advanced Micro Devices
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Latest analysis
Updated Nov 4, 2026
AMD Q3 FY2026: Data Center revenue doubles YoY to $8.5B on MI450 GPU launch, with $48.8B in total commitments signaling full-stack SI infrastructure ambition
AMD's Data Center segment delivered $8.5 billion in Q3 FY2026 revenue, a 97% year-over-year increase driven by EPYC processor demand and the launch of the AMD Instinct MI450 Series GPUs, lifting total quarterly revenue to $13.4 billion — a 45% increase over the prior year period. The company has committed $48.8 billion in total unconditional obligations including cloud compute capacity, data center leases, and guarantees to support what it now explicitly frames as a 'super intelligence (SI) infrastructure ecosystem,' representing a material escalation in strategic and financial exposure beyond traditional chip supply. Two AI-focused acquisitions — Taalas Inc. and World Labs Technologies, Inc. — are pending close in Q4 FY2026, targeting model research, inference capability, and future SI hardware-software-systems development.
Tone: bullishRevenue
$34.6B
AMD 10-K · FY 2025
Employees
31,000
Revenue growth YoY
+34%
Founded
1969
Profile
AMD 10-K Item 1 · Feb 4, 2026Advanced Micro Devices (AMD) designs and sells high-performance and AI-optimized semiconductors — including CPUs, GPUs, FPGAs, and adaptive SoCs — for data centers, client PCs, gaming platforms, and embedded systems. The company operates across three reportable segments: Data Center, Client and Gaming, and Embedded. AMD is a fabless semiconductor company that relies on third-party foundries including TSMC and GlobalFoundries for wafer production.
Read filing description ↓ Collapse description ↑
AMD drives innovation in high performance and AI computing to solve the world's most important challenges. AMD technology powers billions of experiences across cloud and AI infrastructure, embedded systems, AI PCs and gaming. With a broad portfolio of AI-optimized CPUs, GPUs, networking and software, AMD delivers full-stack solutions that help customers turn data into breakthroughs, with the speed and scale needed for a new era of intelligent computing. Our high-performance product portfolios provide differentiated solutions, including semi-custom System-on-Chip (SoCs), adaptive SoCs and accelerated processing units (APUs). For data centers, we offer AI accelerators, microprocessors (CPUs), graphic processing units (GPUs), data processing units (DPUs), AI Network Interface Cards (AI NICs) and field programmable gate arrays (FPGAs). We offer ultra-low latency networking solutions. We also offer data center rack-scale platform designs that incorporate AMD data center products to meet the growing performance demands of AI supercomputers and machine learning workloads. In client computing, our CPUs, APUs and chipsets for desktops and notebooks deliver performance, efficiency, AI capabilities and modern security features for gamers, creators, consumers and enterprises. AMD was the first company to integrate a dedicated neural processing unit (NPU) on the same SoC as an x86 CPU for AI PCs. Our GPUs, including discrete GPUs and semi-custom SoCs, are combined with software to power immersive gaming experiences across PCs, game consoles and cloud gaming services. Our embedded computing portfolio delivers high-performance, scalable solutions across CPUs, APUs, FPGAs, System-on-Modules (SOMs) and adaptive SoCs for markets such as automotive, industrial, healthcare, storage and networking with integrated AI processing capabilities.
Primary products
- AMD EPYC server processors
- AMD Instinct GPU accelerators
- AMD Radeon graphics
- AMD Ryzen processors
- AMD Ryzen AI processors
- AMD Pensando DPUs
Business segments
End markets
Geographies
Named customers
A small number of customers will continue to account for a substantial part of AMD's revenue and receivables in the future.
Named competitors
“We are the market share leader in semi-custom game console products, where graphics performance is critical.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net revenue increased 34% to $34.6 billion in fiscal 2025 compared to $25.8 billion in fiscal 2024, driven by strong performance in the Data Center and Client and Gaming segments.
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