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AMD's data centre revenue nearly doubles to a record US$8.5 billion in Q3 2026, and it guides to about US$17 billion for Q4
What changed
AMD reported Q3 2026 revenue of US$13.4 billion, up 45% on a year earlier and above the top of its US$12.7 billion to US$13.3 billion guidance. Data Center segment revenue rose 97% to US$8.5 billion, driven by EPYC server CPUs and the launch of Instinct MI450 Series GPUs, and segment operating income was US$2.9 billion. AMD says Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are running workloads on its first Helios rack-scale systems. GAAP results include a US$1.1 billion charge for the change in fair value of warrants issued to certain customers. For Q4 2026 AMD expects revenue of about US$17 billion, plus or minus 3%, and a non-GAAP gross margin of about 55% (company forecast).
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