AMD Announces Third Quarter Fiscal Year 2026 Financial Results

Nov 4

1. 13:24

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2. 12:02

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3. 10:58

   TMTPost · AGI

   Edge AI Daily Morning Brief (November 4): Anthropic's $895.4 Billion Compute Commitment and GPT-6.2…

   On November 2, Anthropic filed a revised S-1, quantifying for the first time approximately $895.4 billion in long-term compute and infrastructure commitments, about seven times its $132 billion in cash and short-term investments, with IPO discussions valuing the company at up to roughly $2 trillion. During the same period, some OpenAI Codex users spotted an undisclosed identifier "gpt-6.2-astra" on the usage statistics page, accounting for as much as 19.8% of a single account's daily requests, which the company has not acknowledged. Meta, meanwhile, launched its first investment-grade U.S. dollar bond sale in six months, with the 30-year tranche priced at about 7.8%, using the proceeds to fill the AI infrastructure funding gap.

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4. 10:58

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5. 10:09

   East Money

   AMD's Q3 data center revenue reaches $8.5 billion, nearly doubling, with revenue growth expected to exceed 80% in 2027

   AMD announced its fiscal 2026 third-quarter earnings: total revenue of $13.4 billion, up 45% year-over-year, and data center revenue of $8.5 billion, up 97% year-over-year and accounting for 64% of total revenue. The company expects fourth-quarter revenue of about $17 billion and has raised its 2027 targets to revenue growth of over 80%, server CPU revenue doubling year-over-year, and the data center business accounting for more than 80% of total revenue. The earnings call disclosed that MI455X and Helios racks have shipped to customers including Anthropic, Meta, Microsoft, OpenAI, and Oracle, while also announcing the acquisitions of Taalas and World Labs, with Fei-Fei Li to serve as AMD's chief scientist.

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6. 10:09

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7. 09:43

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8. 09:43

   Cailian Press

   AMD's data center revenue reached $8.5 billion in the third quarter of fiscal 2026, with revenue growth expected to exceed 80% in 2027

   AMD announced its third-quarter fiscal 2026 financial results, with total revenue of $13.4 billion, up 45% year over year, and data center revenue of $8.5 billion, up 97% year over year, accounting for 64% of total revenue. The company provided fourth-quarter revenue guidance of approximately $17 billion and expects revenue growth to exceed 80% in 2027, with server CPU revenue doubling year over year, at which point the data center business will account for more than 80% of total revenue. The earnings call also mentioned that MI455X and Helios racks began shipping this quarter, and that customers including Anthropic, Meta, Microsoft, OpenAI, and Oracle have already deployed them online, and announced the acquisitions of Taalas and World Labs, with Fei-Fei Li to serve as AMD's chief scientist.

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9. 09:43

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10. 09:38

    Semiconductor Industry Observer

    AMD's Q3 2026 revenue reached $13.4 billion, with data center revenue share rising to 64%

    AMD announced its Q3 2026 earnings: revenue of $13.4 billion, up 45% year-over-year; data center business revenue of $8.5 billion, up 97% year-over-year, accounting for 64% of total revenue, up from 47% in the same period last year. Lisa Su stated that in 2027 the data center business will account for more than 80% of the company's total revenue, and in Q4 data center AI business revenue will surpass server CPU business revenue for the first time. EPYC Venice has begun shipping, MI455X has started volume shipments, and customers including Anthropic, Meta, Microsoft, OpenAI and Oracle completed their first Helios rack deployments in Q3.

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11. 07:14

    Rohan Paul

    AMD Releases Q3 2026 Financial Results, Expects Revenue Growth of Over 80% in 2027

    AMD announced its Q3 2026 financial results and expects revenue growth of more than 80% in 2027, above analysts' expectations of 77%. Data center chips are the main source of this forecast; CEO Lisa Su said they will account for 80% of next year's sales. That business grew 97% in the third quarter to a record $8.55 billion, driving total quarterly revenue up 45% to $13.38 billion. AMD expects fourth-quarter revenue of about $17 billion (plus or minus 3%), and Meta is testing the first batch of Helios systems under a five-year procurement agreement signed in February worth up to $60 billion.

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