TREE NEWS reports: AMD reported third-quarter revenue of $13.4 billion, up 45% year over year, with earnings per share rising 74% to $2.09 — its highest and most profitable quarter on record. Data center revenue nearly doubled to a record $8.5 billion, or 64% of total revenue, and AMD said it expects that share to exceed 80% by 2027. The company has begun volume shipments of MI455X and brought its first Helios racks online.
AMD Q3 revenue jumps 45% to $13.4B, data center hits record $8.5B
AI take
AMD's data center segment now carries the story, and the 80%-by-2027 target signals a deliberate narrowing of the business around AI infrastructure rather than a broad hardware recovery. That concentration cuts both ways: it makes AMD's results increasingly a read on AI capex appetite, and it puts the MI455X and Helios ramp under scrutiny as the real test of whether the share shift holds. Whether data center growth can sustain this pace as it becomes the overwhelming majority of revenue is the open question.
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