AMD Guidance Points to Its First Quarter Ever With More Revenue Than Intel
AMD looks set to bring in more quarterly revenue than Intel for what appears to be the first time ever. Alongside its record Q3 2026 results, AMD guided Q4 revenue to approximately $17 billion, plus or minus 3%, or…
AMD looks set to bring in more quarterly revenue than Intel for what appears to be the first time ever. Alongside its record Q3 2026 results, AMD guided Q4 revenue to approximately $17 billion, plus or minus 3%, or roughly $16.5 billion to $17.5 billion. Intel, on the other hand, expects Q4 revenue between $15 billion and $16 billion. Even the bottom of AMD's range sits above the top of Intel's, so unless either company misses its guidance badly, the flip is pretty much locked in.
Most of AMD's growth comes from the data center. AMD's Data Center segment hit a record $8.5 billion in Q3, up 97% year over year, on strong EPYC demand and the launch of the Instinct MI450 Series GPUs inside its Helios racks. AMD expects the segment to grow about 50% sequentially in Q4, while Client and Gaming is expected to drop by more than 20%. Intel's Q4 outlook, meanwhile, came in well below expectations, partly due to a two-week shutdown at Fab 28 in Israel that Intel says will cost about $300 million in Q4 revenue. Read full story
Most of AMD's growth comes from the data center. AMD's Data Center segment hit a record $8.5 billion in Q3, up 97% year over year, on strong EPYC demand and the launch of the Instinct MI450 Series GPUs inside its Helios racks. AMD expects the segment to grow about 50% sequentially in Q4, while Client and Gaming is expected to drop by more than 20%. Intel's Q4 outlook, meanwhile, came in well below expectations, partly due to a two-week shutdown at Fab 28 in Israel that Intel says will cost about $300 million in Q4 revenue. Read full story