Line chart of AMD's quarterly data center revenue from the first quarter of 2024 to the third quarter of 2026. It rose from $2.3 billion to a record $8.5 billion.

AMD's data center sales hit a record $8.5 billion last quarter, up 96.8% from $4.3 billion a year earlier.

That is more than triple the $2.3 billion the segment brought in during the first quarter of 2024.

The segment sells AI chips and server processors.

It made up 63.8% of AMD's revenue last quarter, up from 46.9% a year earlier.

Here is data center revenue for each of the last 5 quarters.

  • Q3 2025 $4.3 billion

  • Q4 2025 $5.3 billion

  • Q1 2026 $5.7 billion

  • Q2 2026 $6.7 billion

  • Q3 2026 $8.5 billion

Sales have now risen 5 quarters in a row.

The AI spending boom is now showing up in AMD's sales, not just its share price.

Get charts like this every morning. Join 200K+ investors on our free morning briefing. Get high-conviction stock ideas in your inbox. Upgrade to Best Ideas Club.

Phil Rosen
Phil Rosen

Phil Rosen is co-founder and CEO of Opening Bell Media and chief market strategist for Silvia Inc. (NASDAQ: SVIA). He hosts Full Signal and writes Opening Bell Daily — the markets briefing read by over 200,000 investors and published on Bloomberg Terminals — and has also published two books and won a Fulbright award for his reporting. Contact him at [email protected].

Reply

Avatar

or to participate