AMD · Earnings call · 2026Q3T · Full report

Server CPU Demand Trends

ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 69 · Surprise 64

EPYC server sales more than doubled year over year in both cloud and enterprise, and AMD said it gained revenue share. Hyperscalers expanded EPYC capacity for internal services, public cloud, and agentic workloads; Turin became the most widely deployed EPYC generation in the public cloud, with more than 540 instance types. Enterprise sell-through reached a record, with first-time customers in financial services, communications, retail, and health care, while existing customers expanded EPYC use across more of their infrastructure.

Key facts

• AMD said it was gaining share across traditional cloud and enterprise, agentic CPUs and workloads, and head nodes, and forecast server revenue growth of roughly 100%.
• AMD server sales to both cloud and enterprise customers more than doubled year-over-year in Q3 2026.
• AMD said server CPU revenue growth was mostly driven by units and core count, with some ASP uplift from higher core counts.
• Turin became AMD’s most widely deployed EPYC generation in the public cloud, with more than 540 instance types available globally from the largest providers.
• AMD said cloud providers added significant EPYC capacity in Q3 for personal and enterprise agents, which it said are increasing CPU demand.
• AMD said it won major head-node deployments with several large model developers and cloud providers in Q3, with deployments expected to ramp over coming quarters.