🔥AMD Revenue Jumps 45% to $13.4B as Data Center Doubles

AMD is about to pass Intel in chip sales

AMD just put Intel on notice. Q3 2026 revenue hit $13.4 billion, up 45% year over year, and the data center segment nearly doubled to $8.5 billion. Analysts now expect AMD to overtake Intel as the biggest x86 chipmaker, and the market liked what it saw: shares jumped about 5% in after-hours trading. If you're picking server hardware for the next budget cycle, this matters. AMD says its supply chain has the wafers, substrates, advanced packaging, and memory locked up, which is the question most teams should be asking before committing to capacity. Its client segment is also shifting toward commercial buyers, so fleet laptop decisions are in play too. The numbers: client and gaming fell 8% to $3.7 billion, but strong Ryzen mobile sales cushioned it. Intel's guidance of $15 billion to $16 billion implies almost no growth, while AMD expects around $17 billion next quarter. CEO guidance calls for 2027 company growth above 80%, with data center CPUs roughly doubling and data center AI more than doubling. Watch whether AMD can actually deliver that supply. Guidance is cheap, and capacity is what decides who wins the server refresh.