AMD revenue explodes in data center while gaming recedes
On August 4, 2026, the company announced a record $11.5 billion, driven by AI
AMD reported on August 4, 2026 results that highlight a strong boost in the data-center segment, while gaming revenue suffered a significant decline. The overall balance reached $11.5 billion, mainly driven by AI demand.
Data center records growth above 100%
Data-center revenue surpassed $6.7 billion, more than doubling from the same quarter last year, which was $3.2 billion. This jump represents a 107% year-over-year increase.
Forecast to double segment revenue in 2027
During the earnings call, CEO Lisa Su said that data-center segment revenue should more than double year over year in 2027, reinforcing confidence in continued AI compute demand.
Gaming revenue falls 31%
In contrast, gaming revenue fell 31% year over year, reaching $779 million. The decline is linked to price increases and component shortages that affected consoles such as Xbox Series X/S, PS5 and Valve’s Steam Deck.
Impact of component costs and GPU prices
Lisa Su explained that the decline in graphics revenue for gaming also stems from higher component costs across the industry, which raised GPU prices and reduced overall demand.
Overall results and data-center share
CFO Jean Hu highlighted that total revenue rose 50% year over year, reaching a record $11.5 billion, with data-center accounting for 58% of the total. The PC and gaming business grew 6%, and client revenue advanced 23% thanks to Ryzen processor sales.
With information from The Verge.
Source: The Verge