❯ AMD revenue rises 45% as its data-center business nearly doubles

Data centers drive the increaseAMD reported third-quarter revenue of about $13.38 billion on November 3, up 45% year over year. Data-center revenue rose 97% to approximately $8.5 billion. Its earnings release attributes growth to EPYC server processors and the launch of Instinct MI450 GPUs. Data centers contributed more than 60% of quarterly revenue.

Accelerators and complete systems scale togetherAMD sells GPUs for AI training and inference alongside CPUs for general server computing. It says Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are running models and workloads on initial Helios rack-scale systems, which combine GPUs, CPUs and interconnects for large model clusters.

A larger delivery quarter aheadAMD forecasts fourth-quarter revenue of $17 billion, plus or minus 3%, with the midpoint about 27% above the third quarter. Adjusted gross margin is expected at roughly 55%, versus 56% in the third quarter. Client and Gaming revenue fell 8%, underscoring the concentration of growth in data centers. Larger AI-system deliveries will test both production scaling and product-mix economics.

▮ SIGNALAI data centers have become AMD’s main growth engine, extending competition into rack-scale delivery and system deployment.