AMD · 10-Q · 2026Q3 · Full report

Data Center Revenue and Profit

ADVANCED MICRO DEVICES INC · 2026-11-04 · Importance 69 · Surprise 64 · From source text

Data Center revenue rose 97% to $8.546 billion in the third quarter and 87% to $21.039 billion for the first nine months of fiscal 2026. Growth in both periods was driven primarily by strong demand for AMD EPYC processors and AMD Instinct GPUs. Segment operating income increased to $2.882 billion in the quarter from $1.074 billion and to $6.584 billion for nine months from $1.851 billion, reflecting higher revenue partly offset by higher costs and operating expenses.

Key facts

• Data Center revenue was $8.5 billion for the three months ended September 26, 2026, up 97% year over year, and $21.0 billion for the nine months ended September 26, 2026, up 87%, primarily driven by strong demand for AMD EPYC processors and AMD Instinct GPUs. source
• Data Center operating income was $2.9 billion for the three months ended September 26, 2026, compared with $1.1 billion in the prior-year period. source
• Data Center operating income was $6.6 billion for the nine months ended September 26, 2026, compared with $1.9 billion in the prior-year period; increases in both periods were primarily driven by higher revenue, partially offset by higher cost of sales and operating expenses. source

Impact estimates