Chips, GPUs & Systems
AMD’s third-quarter revenue rose 45% to $13.38 billion, while its data-center business generated $8.5 billion.
· ComputeLabs Research · from the November 3, 2026 edition
AMD’s third-quarter revenue reached $13.38 billion, up 45% year over year; one source provided the more precise figure of $13.377 billion, versus $9.246 billion a year earlier. Data-center revenue rose 97% to $8.5 billion, representing 64% of total revenue, compared with 47% in the prior-year quarter.
FinancialJuice reported adjusted earnings per share of $2.09, adjusted operating income of $3.92 billion, and an adjusted operating margin of 29%, against respective estimates of $1.97, $3.68 billion, and 28%. Research and development expenses were $2.80 billion and capital expenditure was $648 million, versus estimates of $2.72 billion and $647 million; a separate message reported net income of $2.4 billion, compared with $1.243 billion a year earlier.
The expansion was not uniform across AMD’s businesses: combined personal-computer and gaming revenue declined 8% to $3.7 billion, with gaming revenue down 40%, according to Financial_Express. For Q4, AMD forecast approximately $17 billion of revenue, plus or minus 3%, an adjusted gross margin of approximately 55%, and adjusted operating expenses of $3.75 billion.
CEO Lisa Su said AMD expected full-year data-center revenue to more than double versus 2025, with Q4 growth accelerating. She also forecast that server revenue would double in 2027 and that data centers would account for more than 80% of company revenue that year; these are management projections, not reported results or GPU shipment figures.
Additional reporting
- AMD

