AMD 发布 2026 年第三季度财报，预计 2027 年营收增长超 80%
AMD reported its 3Q-2026 earnings and it now expects revenue to grow more than 80% in 2027, ahead of the 77% analysts had modeled.
AMD 公布 2026 年第三季度财报，并预计 2027 年营收增长超过 80%，高于分析师预期的 77%。数据中心芯片是这一预测的主要来源，CEO Lisa Su 称其将占明年销售额的 80%；该业务第三季度营收增长 97% 至创纪录的 85.5 亿美元，带动公司季度总营收增长 45% 至 133.8 亿美元。AMD 预计第四季度营收约 170 亿美元（上下浮动 3%），Meta 正依据 2 月签署的五年最高 600 亿美元采购协议测试首批 Helios 系统。
正文
AMD reported its 3Q-2026 earnings and it now expects revenue to grow more than 80% in 2027, ahead of the 77% analysts had modeled.
Data-center chips drive that forecast, and CEO Lisa Su told analysts they’ll account for 80% of next year’s sales.
That segment already carried the third quarter, with revenue jumping 97% to a record $8.55B on demand for Instinct GPUs and EPYC server processors.
Quarterly revenue rose 45% to $13.38B, while PC and console chip sales fell 8% to $3.72B.
AMD guided fourth-quarter revenue to about $17B, plus or minus 3%, as production scales for Helios, a rack pairing MI455X accelerators with “Venice” CPUs.
Meta is testing the first Helios systems under a February deal to buy up to $60B of AMD AI chips over five years.
Shares rose over 8% after hours, even as adjusted gross margin is guided down to about 55% from 56%.