Chips & computeNorth America

AMD’s data center sales nearly double as Instinct GPUs and EPYC CPUs gain ground

AMD booked $8.5 billion in quarterly data center revenue, up 97% from a year earlier. The segment now accounts for roughly 64 cents of every dollar the company earns in sales.

iNewsChannel IntelligenceAI-assisted reporting · Source-linked analysis

Source published: Nov 3, 2026, 9:15 PM UTC
Published: Nov 4, 2026

1 min · Reading time

Two AMD boards on display, labelled Instinct MI325X and MI300A. — 极客湾 Geekerwan / CES 2025, via Wikimedia Commons (CC BY 3.0) · Creative Commons Attribution 3.0 Unported · Instinct hardware shown at CES 2025. These earlier products illustrate the family; neither board is an MI450.

What happened

AMD attributed the increase to demand for EPYC server processors and the launch of its Instinct MI450 GPU series. Across the company, third-quarter revenue rose 45% to $13.4 billion; GAAP operating income reached $2.8 billion.

iNC / Analysis

Why it matters

The segment combines conventional server processors with AI accelerators. Treating its entire $8.5 billion as AI GPU sales would overstate what the results establish. At the same time, a 97% increase in a division this large changes the balance of AMD’s business: client and gaming revenue together fell 8%.