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BRIEFINGS · Chips and AI hardware

AMD reports record revenue of $11.5 billion, with data-center sales more than doubling

AMD, a major maker of AI and server chips, reported record revenue of $11.5 billion, with sales to data centers more than doubling.

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On 4 August 2026 AMD, a US maker of computer and AI chips, reported record second-quarter revenue of $11.5 billion, up 50% from a year earlier. Data-center revenue was $6.7 billion, more than double last year and 58% of the total. AMD guided third-quarter revenue to about $13 billion, plus or minus $300 million. The chief executive said AI is driving a significant expansion in demand for compute (AMD SEC filing, 4 August 2026, and call transcript).

Why we file it. A leading AI chip maker reports record sales and expects more.

How we read it. Strong on the company's own figures. Guidance can change.

Why it matters to you: AI is now the biggest driver of AMD's business.

What this doesn't prove

Company's own figures and guidance. Last year's quarter included $800 million of charges from US export limits.

Next fixture

  • Third-quarter revenue against the $13 billion guide and the Helios ramp.

Sources

Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.

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