AMD Q4 Revenue Guidance Points to First Lead Over Intel
AMD expects fourth-quarter revenue of $17 billion, plus or minus 3%, while Intel guides to $15 billion–$16 billion, according to Wccftech and IT之家. If the forecasts are realized, AMD would report more quarterly revenue than Intel for the first time. IT之家 attributes AMD’s growth mainly to its data-center business, which it says accounts for 64% of revenue, with EPYC server processors and Instinct AI accelerators serving as major growth drivers. These are forward-looking guidance ranges, not finalized results.
If realized, the revenue lead would mark a significant shift in the x86 chip market, as AMD gains strength in data-center and AI accelerators while Intel faces reported weakness in PC-related revenue.
AMD Is Set To Out-Earn Intel For The First Time In Its History, Guiding To $17 Billion In Q4 Revenue Against Intel’s $15.5 Billion Midpoint Projection
Rohail Saleem•Nov 4, 2026 at 10:48am EST
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