AMD · 10-Q · 2026Q2 · Full report

Data Center demand trends

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

Data Center net 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 2026. Growth was primarily driven by strong demand for AMD EPYC processors and AMD Instinct MI350 Series GPUs. The Data Center business generated $2.1 billion of operating income in the quarter, compared with a $155 million operating loss in the prior-year period, reflecting higher revenue and the absence of prior-year MI308 inventory and related charges.

Key facts

• The increase in Data Center revenue was primarily driven by strong demand for our AMD EPYC processors and AMD Instinct MI350 Series GPUs. source