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AMD's Su says AI chip revenue to overtake server CPU sales in Q4

NewsFeeds update

AMD chief executive Lisa Su says data-centre AI chip revenue will surpass traditional server CPU revenue for the first time in the fourth quarter, with data-centre sales set to exceed 80% of revenue next year. She said AI agents are becoming the next killer app for cloud CPUs, while the PC market is expected to fall by double digits next year.

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The story so far: AMD Q3 2026 results

AMD raised its fourth-quarter revenue outlook on AI chip demand, with shares up 6% after hours. It then reported Q3 revenue of $13.4bn, up 45%, data centre revenue near $8.5bn, and guided Q4 to about $17bn, with shares up as much as 9% after hours. CEO Lisa Su now says data-centre AI chip revenue will overtake server…

  1. AMD raises fourth-quarter revenue outlook on AI chip demand; shares up 6% after hours

    AMD raised its fourth-quarter revenue outlook on strong demand for AI chips, and its shares rose 6% in after-hours trading.

    AIBloomingbitAINeutral

  2. AMD beats forecasts as AI chip demand lifts data centre revenue

    AMD reported Q3 2026 revenue of $13.4bn, up 45% year on year, with data centre revenue nearly doubling to $8.5bn on AI processor demand. It guided Q4 revenue to about $17bn, and its shares rose as much as 9% after hours.

    AIOdailyAINeutral

  3. AMD's Su says AI chip revenue to overtake server CPU sales in Q4

    AMD chief executive Lisa Su says data-centre AI chip revenue will surpass traditional server CPU revenue for the first time in the fourth quarter, with data-centre sales set to exceed 80% of revenue next year. She said AI agents are becoming the next killer app for cloud CPUs, while the PC market is expected to fall by double digits next year.

    AIChainCatcherAINeutral

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Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Updates are joined into one story by AI; our editors can change a story’s name or take an update out. Not investment advice.