On November 4th, according to a message from the IT community, during the financial report conference for the third fiscal quarter of 2026 (from June 28, 2026, to September 26, 2026), Su Zifeng, the CEO of AMD, stated that the sixth-generation EPYC “Venice” server processor began to generate revenue and shipments in the third fiscal quarter of 2026. The first batch of OEM systems based on this processor is expected to be launched in the fourth fiscal quarter (from September 27, 2026, to December 26, 2026).

In the third-quarter financial report released on AMD, the company's total revenue reached $13.4 billion (Note from IT: The current exchange rate is approximately 89.316 billion RMB). Of this, the revenue from its data center business was about $8.5 billion (approximately 56.656 billion RMB at the current exchange rate), representing a year-on-year increase of 97%, which became the core driver of performance growth. Su Zifeng stated that demand for Instinct GPU and EPYC CPU continues to grow, and the company will expand the production scale of its Helios rack-level AI systems and Venice processors in the fourth quarter.

Venice is the sixth-generation EPYC server processor from AMD targeting the cloud, enterprise, and high-performance computing markets. It utilizes TSMC's 2-nanometer manufacturing process and a Zen 6-core architecture. AMD Previously, it was stated that this series has seen significant improvements in performance, energy efficiency, and computing density, with customer demands reaching "unprecedented levels."

AMD also revealed that Anthropic, Meta, Microsoft, OpenAI, and Oracle's cloud infrastructure (OCI) have already been running models and workloads on the first batch of Helios rack-level systems; these systems are equipped with Instinct MI450 series GPU and sixth-generation EPYC CPU.