AMD Reports Record $11.5 Billion Revenue in Q2 2026, Driven by Data Center Growth

Solomon Thompson 7 days agoLast Updated: August 5, 2026

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AMD has released its financial results for the second quarter of 2026, reporting record revenue of $11.5 billion. This represents a 50% increase compared to the same period last year. The company also posted net income of $2.3 billion, with a 54% gross margin under generally accepted accounting principles (GAAP).

The company’s biggest growth driver was its data center business, which generated $6.7 billion, accounting for 58% of AMD’s total revenue. Sales in this segment increased 107% year over year, supported by strong demand for AMD EPYC server processors and AMD Instinct AI accelerators.

During the earnings presentation, Executive Vice President and Chief Financial Officer Jean Hu said: “We expect Data Center sales to accelerate in the second half of 2026, driving stronger overall revenue growth and continued earnings expansion.”

AMD’s Data Center Business Drives Record $11.5 Billion Quarter

Consumer and gaming businesses delivered mixed results. The combined Client and Gaming segment generated $3.8 billion, up 6% from a year earlier. Within that total, the Client business grew 23% to $3.1 billion, driven by strong sales of Ryzen processors.

AMD also highlighted several consumer product updates, including the launch of the Ryzen 7700X3D processor and the expansion of the Ryzen PRO 9000 series with 3D V-Cache technology for workstations. The company also confirmed that support for the AM5 socket platform will continue through 2029. In its graphics lineup, AMD expanded the availability of the Radeon RX 9070 GRE.

The Gaming business, however, declined. Revenue from the segment fell 31% year over year to $779 million, with AMD blaming the drop on weaker demand for custom chips used in game consoles. Meanwhile, the Embedded division generated $977 million, an increase of 19% compared to the same period last year.

Looking ahead to the third quarter of 2026, AMD expects revenue of around $13 billion, with a margin of plus or minus $300 million. If achieved, this would represent approximately 41% year-over-year growth and a 13% increase compared to the second quarter.

For the second half of the year, AMD plans to continue focusing on AI infrastructure. The company highlighted its AMD Helios rack solutions and the Instinct MI400 GPU architecture, which are being integrated into cloud platforms operated by companies including Microsoft Azure, Meta, and Oracle.