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● LIVE Updated 5h ago · 9 sources tracked

AMD on track to overtake Intel as biggest x86 outfit

AMD reported Q3 2026 revenue of $13.4 billion, up 45% year over year, with Data Center revenue rising 97% to $8.5 billion. The company expects $17 billion in revenue next quarter, potentially topping Intel's forecast. This positions AMD to overtake Intel as the leading provider of x86 processors, particularly in the high-growth data center and AI infrastructure segments.

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  • ✓ AMD reported Q3 2026 revenue of $13.4 billion, up 45% year over year.
  • ✓ AMD's Data Center revenue rose 97% to $8.5 billion in Q3 2026.
  • ✓ AMD expects $17 billion in revenue next quarter.
  • ✓ AMD's growth is driven by its strong performance in data center and AI infrastructure segments.
🛡️ Source Corroboration: 9 independent reporting domains (85% confidence) ⏱ Read time: ~2 min

What changed

AMD's Q3 2026 earnings report and revenue forecast have reinforced its position to overtake Intel as the biggest x86 outfit.

Live updates

  1. AMD on track to overtake Intel as biggest x86 outfit

    AMD reported Q3 2026 revenue of $13.4 billion, up 45% year over year, with Data Center revenue rising 97% to $8.5 billion. The company expects $17 billion in revenue next quarter, potentially topping Intel's forecast. This positions AMD to overtake Intel as the leading provider of x86 processors, particularly in the high-growth data center and AI infrastructure segments.

    Why it matters

    The shift in market share between AMD and Intel has significant implications for the tech industry, particularly in the areas of data center and AI infrastructure. AMD's growth is driven by its strong performance in these segments, while Intel faces challenges in keeping up with demand and maintaining its product lines. This development could impact the competitive landscape and future innovations in the industry.

    What is confirmed

    • AMD reported Q3 2026 revenue of $13.4 billion, up 45% year over year.
    • AMD's Data Center revenue rose 97% to $8.5 billion in Q3 2026.
    • AMD expects $17 billion in revenue next quarter.
    • AMD's growth is driven by its strong performance in data center and AI infrastructure segments.

    Still unconfirmed

    • CEO Lisa Su predicted 80% company growth in 2027, with data center AI sales more than doubling.

    What to watch next

    • AMD's Q4 2026 earnings report
    • Intel's Q4 2026 earnings report and revenue forecast
    • Market share analysis in the data center and AI infrastructure segments
    Sources used for this update (9)
    1. CNBC — AMD stock jumps 7% on earnings as data center revenue nearly doubles
    2. Reuters — AMD shares jump as AI-driven data-center strength fuels growth outlook
    3. Yahoo Finance — AMD stock flat following strong Q3 earnings beat, as data center revenue climbs 97%
    4. Ars Technica — AMD’s record quarter: Data center business doubles, while gaming craters
    5. The Register — AMD on track to overtake Intel as biggest x86 outfit
    6. allmind.ai — AMD on track to overtake Intel as biggest x86 outfit ...
    7. news.lavx.hu — AMD on track to overtake Intel as biggest x86 vendor
    8. jafdip.com — Market Alert: AMD on track to overtake Intel as biggest x86 ...
    9. forums.theregister.com — AMD on track to overtake Intel as biggest x86 outfit
    confidence 85%
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