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AMD’s revenue jumps 38 percent from last year as Q1 data center sales hit $5.8 billion.
Data center sales are now “the primary driver of our revenue and earnings growth,” according to CEO Lisa Su. AI agents are increasing demands for CPUs, and AMD and Intel’s x86 industry group recently announced a new instruction set, AI Compute Extensions (ACE), to help close the performance gap with GPUs. Its client and gaming revenue grew 23 percent to $3.6 billion despite lower “semi-custom revenue” for devices like game consoles. [Link: AMD Reports First Quarter 2026 Financial Results | https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results | Advanced Micro Devices, Inc.]
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theverge.com
AMD’s revenue jumps 38 percent from last year as Q1 data center sales hit $5.8 billion.
Data center sales are now “the primary driver of our revenue and earnings growth,” according to CEO Lisa Su. AI agents are increasing demands for CPUs, and AMD and Intel’s x86…
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cnbc.com
AMD's Su explains what's behind massive forecast change as stock roars 15% on earnings
CEO Lisa Su highlighted the growing demand for central processing units, doubling her long term forecast after strong first-quarter earnings.
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Arm's quarter shows how it's carving a lucrative path in the crowded CPU resurgence
This central processing unit renaissance was confirmed when Intel reported earnings two weeks ago. AMD and now Arm told similar stories.