AMD明确转向数据中心优先，游戏收入下滑
AMD首席执行官苏姿丰表示，公司现已确立“数据中心优先”定位，并把数据中心置于公司身份与增长的核心。TechSpot称，AMD 2026财年第三季度营收创纪录地达到134亿美元，同比增长97%，游戏业务收入则同比下降40%至7.73亿美元；Instinct人工智能加速器和EPYC服务器处理器被列为主要增长动力。在AMD财报电话会上，苏姿丰表示，公司预计2027年全球PC市场出货量将同比下降两位数百分比，同时预计AMD将凭借Ryzen路线图跑赢市场。
数据中心业务贡献了AMD 2026财年第三季度约63%的营收，而游戏业务收入显著下滑。这凸显AMD将战略重心转向AI基础设施和服务器计算的重要性，不过AMD并未宣布终止Radeon或Ryzen业务。
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A hot potato: Rest in peace, dedicated consumer GPU makers. With Nvidia having long been an AI firm with a passing interest in making prohibitively expensive consumer graphics cards, AMD's boss has confirmed that Team Red now considers itself a "data center-first" company. With the data center segment making up about 63% of AMD's record third-quarter 2026 revenue, it's easy to see why CEOs are moving away from PC gaming to follow the money.
Su made her remarks in an interview with Yahoo Finance's Brian Sozzi, where she presented data centers as central to AMD's identity and growth.
"We are a data center first company, that is our profile and you know, people need more computing to power all these applications," Su said.