AMD Posts Record Q3 on AI Data-Center Demand
AMD reported third-quarter revenue of $13.4 billion, up 45% year over year, while data-center revenue rose 97% to $8.55 billion and represented 64% of total sales. The company forecast about $17 billion in fourth-quarter revenue, which would exceed Intel’s $15 billion to $16 billion outlook if achieved, and said EPYC Venice processors had begun generating revenue shipments. Gaming revenue fell 40% to $773 million, while AMD’s larger growth and PC-market forecasts remain management projections.
AMD is accelerating its shift toward AI servers and accelerators, with data-center demand driving record results and potentially putting the company ahead of Intel in quarterly revenue.
AMD 在最新一季財報電話會議中釋出遠優於市場預期的成長藍圖，預估 2027 年整體營收將較前一年增加逾 80%，其中資料中心業務將成為最大推手，營收占比可望突破 80%。公司執行長蘇姿丰（Lisa Su）表示，客戶對 EPYC 伺服器處理器與 Instinct 加速器的部署計畫持續擴大，帶動 AMD 對未來兩年的需求能見度明顯提升。
AMD 指出，伺服器 CPU 營收在 2027 年將年增一倍，較先前預估的逾 70% 成長進一步上修；資料中心 AI 營收的增速則會比 90 天前的預期更快。公司也預期，隨著 MI450 系列加速器與 Helios 機架式系統持續放量，第四季資料中心營收將較前一季增加約 50%，而 AI 加速器營收將首次超越伺服器 CPU，顯示產品組合正快速向 AI 運算傾斜。
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