AMD · News · 20261104N

Data Center demand trends

ADVANCED MICRO DEVICES INC · 2026-11-04 · Importance 75 · Surprise 64

AMD’s third-quarter Data Center revenue reached a record $8.55 billion, up 97% year over year. Reporting attributed the growth to strong demand for EPYC server processors and Instinct AI accelerators, with AI accelerators and server CPUs both contributing to AMD’s momentum. One report said AMD expected GPU revenue to exceed server CPU revenue for the first time in the fourth quarter.

Key facts

• Lisa Su said AMD's data center CPU business will about double in 2027, while its data center AI business will grow significantly more than double. source
• AMD expects data center revenue growth acceleration to continue in Q4, driven by inference and agentic workloads and the ramp of its newest products. source
• AMD anticipates substantial growth in GPU revenue in 2027, with GPU revenue exceeding server CPU revenue for the first time in Q4. source