AMD · News · 20260805N
Data Center Revenue and Profit
ADVANCED MICRO DEVICES INC · 2026-08-05 · Importance 81 · Surprise 64 · No source text
Data Center revenue more than doubled to $6.7 billion in the second quarter, driven by EPYC server processors and Instinct MI-series AI accelerators. Data Center accounted for 58% of AMD's $11.5 billion quarterly revenue, increasing the company's exposure to AI infrastructure spending. Management expects Data Center revenue to accelerate in late 2026 and more than double again in 2027. Helios demand was reported to be ahead of initial expectations as AMD expands its CPU, GPU, networking, and software platform.
Key facts
- Data Center revenue increased 107% year-over-year to $6.7 billion in Q2 2026. source
- One report stated AMD's Data Center revenue was $6.7 billion and that Data Center more than doubled year-over-year. source
- Data Center now represents 58% of AMD's total revenue in Q2 2026. source
- One report said AMD's Data Center generated over half of total revenue after Q2 2026 (Data Center now 58% of total sales). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +10.0% | Data Center revenue increased 107% year-over-year to $6.7 billion in Q2 2026. |
| revenue | positive | realized | — | Data Center now represents 58% of AMD's total revenue in Q2 2026. |