Overview
- Revenue rose 36% year over year to $9.25 billion, topping the $8.74 billion LSEG consensus, with gross margin near 52%, adjusted EPS at $1.20, and record free cash flow of $1.5 billion.
- Data center sales grew 22% year over year on strong EPYC demand, including record hyperscaler CPU shipments and an accelerating GPU business.
- Client revenue jumped 73% to $4.0 billion and gaming surged 181% to $1.3 billion as desktop CPU sales hit a record and semi‑custom orders increased ahead of the holidays.
- AMD plans to launch MI400 GPUs and the Helios rack‑scale system next year and continues to develop its ROCm 7 software stack to support AI workloads.
- OpenAI is scheduled to begin using AMD’s MI450 GPUs in the second half of 2026, and AMD says the partnership could help drive more than $100 billion in future AI data‑center revenue.