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AMD's Data Center segment, which sells Instinct AI accelerators and EPYC server processors, posted third-quarter 2026 revenue of a record $8.5 billion, up 97% year over year
Verified 2026-11-05
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Nearly doubling sales of AI accelerators and server chips in a year shows demand for non-Nvidia AI silicon is still accelerating, not just concentrating on one supplier.
- Price
- $414.11
- 30D
- -37.39%
- AI share of revenue
- 48%
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AMD’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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- Applied Materials sells the deposition, etch and inspection machines chipmakers must install before a single AI chip exists, so its results run a step ahead of the chip cycle. Its third fiscal quarter, ended 26 July 2026, was the biggest in the company's history: Applied Materials booked a record $9.12bn of revenue, up 25% year over year
- Arista Networks builds the networking gear that links GPUs inside AI data centres, and its own SEC filings show how concentrated its customer base is. Two customers have each exceeded 10% of its revenue in every one of the last three fiscal years, and in fiscal 2025 together they accounted for 42% of Arista Networks' total revenue in fiscal 2025 — from just two customers
- Applied Digital's fiscal first quarter 2027, ended August 31, 2026, brought revenue of $341.9 million, up 322% year-over-year, as the data-center builder's AI capacity buildout for hyperscaler customers ramped
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