AMD reaches record revenue, driven by data centers

Data centers dominate AMD’s results. According to The Verge, the company reported record revenue of $13.4 billion for the third quarter of 2026, including $8.5 billion from this business. Lisa Su, its chief executive, describes the quarter as the biggest and most profitable in the company’s history.

Data centers account for approximately 63% of quarterly net revenue, according to the outlet. Their contribution to growth is equally pronounced: of an overall increase of $1.9 billion, this business contributes $1.8 billion. These results illustrate the now central role of computing infrastructure in the manufacturer’s business.

The contrast with gaming is stark. Revenue in that segment fell 40% year over year to $773 million. The Verge also describes rising prices for PCs, consoles and other equipment, linked to shortages of RAM and other components fueled by demand from AI data centers.

Lisa Su acknowledges that rising component prices affect system prices and that consumer markets are sensitive to them. She also reports a slowdown in sales to end users.

These elements suggest growth that is increasingly dependent on infrastructure customers. They do not, however, allow the entire decline in gaming to be attributed to shortages: the results establish a divergence between businesses, while the precise relationship between prices, demand and revenue remains less detailed.