AMD · 10-Q · 2026Q3 · Full report

Data Center demand trends

ADVANCED MICRO DEVICES INC · 2026-11-04 · Importance 83 · Surprise 82

Data Center net revenue increased 97% to $8.5 billion in the quarter and 87% to $21.0 billion in the nine-month period, primarily on strong demand for AMD EPYC processors and AMD Instinct GPUs. The company also attributed growth to the launch of AMD Instinct MI450 Series GPUs. Inventory increased $3.5 billion during the nine months, primarily to support the continued ramp of Data Center products in advanced process technology nodes.

Key facts

• Data Center demand was strong for AMD EPYC processors and AMD Instinct GPUs in both the three- and nine-month periods ended September 26, 2026. source