AMD · 10-Q · 2026Q2 · Full report

Data Center Revenue and Profit

ADVANCED MICRO DEVICES INC · 2026-08-05 · Importance 69 · Surprise 64 · From source text

Data Center revenue increased 107% year over year to $6.7 billion in the second quarter and 81% to $12.5 billion for the first six months of fiscal 2026. Growth was primarily driven by strong demand for AMD EPYC processors and AMD Instinct MI350 Series GPUs. Data Center operating income increased to $2.1 billion from a $155 million operating loss in the quarter and to $3.7 billion from $777 million for six months. Profit growth reflected higher revenue and the absence of prior-year inventory and related charges tied to U.S. export controls on AMD Instinct MI308 GPUs.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+48.5%Data Center net revenue of $12.5 billion for the six months ended June 27, 2026 increased by 81%, compared to net revenue of $6.9 billion…
operating_incomepositiverealized+25.3%Data Center operating income was $3.7 billion for the six months ended June 27, 2026, compared to operating income of $777 million for the…
operating_incomepositiverealized+19.6%Data Center operating income was $2.1 billion for the three months ended June 27, 2026, compared to operating loss of $155 million for the…