Abstract:
AMD CEO Su Zifeng said that the company is now a "data center first" enterprise. She predicts that AMD's data center business will grow by 50% in the fourth quarter of 2026 compared with the third quarter, and plans to drive this business to more than double in 2027.
Su Zifeng said that the adoption of artificial intelligence is faster than many companies previously expected. Instead of scheduling investments solely on an annual basis, some companies are adjusting their budgets more frequently to meet increasing computing needs. AMD is expanding supply capabilities and advancing larger-scale deployments with customers, but it still needs to evaluate actual demand on a quarter-by-quarter basis.
AMD achieved data center revenue of US$8.55 billion in the third quarter of 2026, accounting for 64% of the total revenue of US$13.38 billion in the quarter, nearly doubling year-on-year. In contrast, game business revenue fell 40% year-on-year to US$773 million; combined client and game business revenue was US$3.72 billion, down 8% year-on-year. The company also expects a double-digit decline in PC shipments next year.
Su Zifeng said that AMD invests from a three- to five-year perspective and expects the demand for artificial intelligence computing to continue to grow. The above-mentioned growth targets are only for the data center business and are not a commitment to double AMD's overall revenue; "data center first" does not mean that AMD has announced its withdrawal from the consumer hardware market.
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