Back BackAMDAMD
Hardware6/day by emailPrimary
AMD's Data Center segment, which sells Instinct GPUs and EPYC server processors, more than doubled revenue year-over-year in the quarter to 28 June 2026, reaching $6.7 billion, up 107% year-over-year
AMD's Data Center segment revenue reached $6.7 billion in the quarter ending June 28, 2026. This represents a 107% increase compared to the same quarter in the previous year. The growth was driven by strong demand for AMD EPYC processors and AMD Instinct GPUs.
Verified 2026-09-29
Track with InsiderWhy it matters
AMD is the main rival to Nvidia in AI chips, and its sales show buyers are spreading their orders.
- Price
- $539.82
- 30D
- -5.01%
- AI share of revenue
- 48%
PRICES 15-MIN DELAYED · EODHD
AMD’s exposure cardWhat share of the business the AI build-out actually isThe screener · 78 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Hardware
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- AMD made its 6th Gen EPYC 'Venice' server CPUs generally available on 10 November 2026, pitching them at agentic AI workloads, and its top EPYC 9996 chip packs 256 cores at 600W default CPU power
- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year
The AI boom,with receipts.
6 sourced facts every weekday, plus the Weekly Brief, AI company deep dives and so much more. Free.
Free · No card · Unsubscribe anytime · See today's issue →
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →