Overview
- The company, which reported results on Tuesday, Nov. 3, posted a record $13.38 billion in revenue and $2.09 in adjusted earnings per share, beating analyst estimates.
- Data‑center revenue jumped about 97% to roughly $8.55 billion and now makes up the majority of sales, a shift AMD says will push data center to over 80% of revenue in 2027.
- AMD guided fourth‑quarter revenue to about $17 billion (±3%), raising its long‑term mix targets and saying it will scale operating leverage as server and AI sales expand.
- Helios rack systems and the MI450‑series accelerators are in production and undergoing customer testing at major buyers, and AMD has announced deals and investments including World Labs and stakes tied to Meta and Anthropic.
- Risks include falling PC and gaming sales, high‑bandwidth memory supply tighter than demand, and the need to execute product ramps and supply‑chain plans to meet the ambitious 2027 targets.