⚡AMD Guides to $13B as AI Data Center Sales Surge
TL;DR
AMD guided to roughly $13 billion in current-quarter revenue on August 4, above the $12.52 billion analysts expected. CEO Lisa Su said data center sales should double in 2027 and that server revenue will rise more than 80% year over year in the back half of fiscal 2026.
AMD guided to roughly $13 billion in current-quarter revenue on August 4, above the $12.52 billion analysts expected. CEO Lisa Su said data center sales should double in 2027 and that server revenue will rise more than 80% year over year in the back half of fiscal 2026.
Key Points
Q3 guidance of about $13B (+/- $300M) vs $12.52B consensus
Lisa Su: data center sales set to double in 2027
Server revenue to grow 80%+ YoY in 2H fiscal 2026
Reported alongside the AI-driven data center buildout
Why It Matters
AMD's guidance signals demand for AI compute is still broadening beyond Nvidia, giving buyers a credible second source for training and inference silicon.
Quick Facts
Frequently Asked Questions
Why does this matter?
AMD's guidance signals demand for AI compute is still broadening beyond Nvidia, giving buyers a credible second source for training and inference silicon.
What happened?
AMD guided to roughly $13 billion in current-quarter revenue on August 4, above the $12.52 billion analysts expected. CEO Lisa Su said data center sales should double in 2027 and that server revenue will rise more than 80% year over year in the back half of fiscal 2026.
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