AMD forecasts 66% revenue growth this quarter and over 80% next year

· Tech · United States

Advanced Micro Devices said Tuesday that revenue in the current quarter would rise about 66% year over year, 21 percentage points faster than its growth in the third quarter. The AI server chip designer also said revenue would grow more than 80% next year, more than twice as fast as its current pace. The projections point to accelerating demand for its data center AI accelerators, which are the main alternative to Nvidia's chips. For the broader industry, the guidance is one of the clearest signals yet of how much AI infrastructure spending is flowing to AMD and its suppliers.

Why it matters：AMD's guidance is a key test of whether Nvidia's dominance in AI accelerators can be challenged, and it shapes expectations for data center spending across the chip supply chain.

Key points

  • Quarterly revenue growth of about 66% is 21 points faster than the third quarter.
  • Next year's revenue is forecast to grow more than 80%.
  • AMD designs AI server chips that compete with Nvidia's data center products.

Sources (original reporting)

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