AMD’s AI data-center revenue nearly doubles to $8.5 billion
Record Instinct GPU and EPYC CPU sales lifted total revenue to $13.4 billion, while AMD guided to about $17 billion next quarter.
AMD’s data-center business nearly doubled in a year as demand for AI accelerators and server processors pushed the chipmaker to record results. Segment revenue rose 97% to $8.5 billion, driven by record sales of Instinct GPUs and EPYC CPUs.
Total revenue reached $13.4 billion, up 45%, while non-GAAP earnings per share climbed 74% to $2.09. AMD expects roughly $17 billion in revenue next quarter, which would represent about 66% year-over-year growth at the midpoint.
The company said Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are already running models and workloads on its first Helios rack-scale systems. Helios combines MI450 accelerators with sixth-generation EPYC processors, giving large AI buyers an alternative full-rack platform to Nvidia’s systems.
The numbers show that AMD is converting the AI infrastructure boom into a much larger business, not just product announcements. Data center now accounts for almost two-thirds of company revenue. The open question is whether AMD can keep scaling supply and software support fast enough as customers expand deployments.
