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ITHome · AI·· 10 days ago65

AMD is expected to achieve its first single-quarter revenue record surpassing Intel

Brief overview

AMD expects its revenue in the fourth fiscal quarter of the 2026 fiscal year to be approximately $17 billion, a year-on-year increase of 66% and a quarter-on-quarter increase of 27%, potentially surpassing Intel's estimate of $150-160 billion for the first time; the data center business accounts for 64%, with EPYC server processors and Instinct AI accelerators showing a near doubling in demand year-on-year.

Same story1 other outlet also reported this

  1. Hacker News · 300+··First

    AMD expects to surpass Intel for the first time in Q4 historically

  2. ITHome · AI··+12 h 19 min·Reading now

    AMD is expected to achieve its first single-quarter revenue record surpassing Intel

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Source: ITHome · AI · ithome.com