AMD Expected to Surpass Intel's Revenue in a Single Quarter for the First Time in History
The Block
44m ago
Ai Focus
According to reports from Tom's Hardware, AMD officially estimates its revenue for the fourth fiscal quarter of 2026 to be around $17 billion, which could surpass Intel's forecast of $15 to $16 billion for the first time. The report suggests that if this outcome materializes, it will mark a significant turning point in the structure of the x86 chip industry, with AMD's data center business remaining the main driver of growth.
Helpful
No.Help

News from the IT family on November 5th: Technology media Tom's Hardware reported yesterday (November 4th) that AMD officially estimated that its revenue for the fourth quarter of the fiscal year 2026 (December 28, 2025, to December 26, 2026) (September 26, 2026, to December 26, 2026) is expected to surpass that of Intel for the first time.

According to the inquiries from IT and the performance guidance ( guidance ) officially released by Intel, AMD predicts revenue of approximately $17 billion for the fourth fiscal quarter, a year-on-year increase of about 66% and a quarter-on-quarter increase of about 27%; Intel estimates revenue for the fourth fiscal quarter (September 26, 2026, to December 26, 2026) to be between $15 billion and $16 billion.

If this expectation comes true, it will mark a significant turning point in the landscape of the x86 chip industry, according to this media source. The strong performance of AMD mainly comes from its data center business, which currently accounts for 64% of its revenue. The demand for its EPYC server processors and Instinct AI accelerators has nearly doubled year-on-year, becoming the core driving force to offset the pressures in the consumer market.

As the training, inference, and cloud computing demands for AI continue to expand, data center chips are replacing traditional PC processors and becoming the most important growth engine for AMD. The profitability of AMD has also continued to improve due to the increased proportion of high-value-added data center products.

However, AMD is not experiencing overall success. Affected by rising memory prices and industry headwinds, the sales of its products for client-side systems have only seen a slight decline. Nevertheless, the company expects that by 2027, both the client-side and gaming businesses may face double-digit declines.

Tip
$0
Like
0
Save
0
Views 24
WalletJYS reminds readers to view blockchain rationally, stay aware of risks, and beware of virtual token issuance and speculation. All content on this site represents market information or related viewpoints only and does not constitute any form of investment advice. If you find sensitive content, please click“Report”,and we will handle it promptly。
Submit
Comment 0
Hot
Latest
No comments yet. Be the first!
Related
Goldman Sachs says the "blue tsunami" in the United States will have a significant impact on the regulation of AI
Goldman Sachs says the results of the U.S. midterms are a "blue tsunami" that could have a significant impact on artificial intelligence and data center regulation. Strategists suggest that Democrats may seek policy concessions amid the approaching fiscal deadline, including limiting the Iran war, repealing some tariffs, and reversing recent spending cuts; at the same time, Democratic victories at the state and local levels could also have a negative impact on some U.S. utility companies and independent power producers.
The Block
·2026-11-05 12:57:50
2
Yealink Gathers Global Industry Leaders to Jointly Draw the Future of AI-Driven Offices
Yealink held an event in Munich, inviting representatives from Microsoft, Qualcomm, AVIXA, Frost, and Sullivan to discuss the ecosystem of office work, trust, and collaboration around AI, and to showcase their one-stop solutions.
PR Newswire
·2026-11-05 12:27:53
25
Apple Surges by $1.7 Trillion in One Night, Reclaiming the Title of World's Largest Market Value
On November 4th local time, Apple's stock price soared by 5.31%, with its market value increasing by approximately 1.7 trillion yuan, reaching a closing market value of 5.08 trillion US dollars and regaining the title of the world's largest company by market value; NVIDIA's stock price fell by 3.17%, with a closing market value of 4.82 trillion US dollars. The article also mentioned that several other US tech stocks saw increases, as well as analysts' views on data center construction costs, Apple's profit drivers, and Apple Intelligence.
The Block
·2026-11-05 11:58:21
36
After BC Partners abandoned its rescue plan, LIV Golf is facing liquidation.
According to the Associated Press, after BC Partners Credit withdrew its funding for the restart plan of LIV Golf, this split-off golf league may be headed for liquidation. LIV was originally scheduled to appear in a U.S. bankruptcy court hearing on Thursday, and now the focus is expected to shift to asset liquidation; its ultimate fate remains uncertain.
CNBC
·2026-11-05 11:37:27
42
View More