AMD’s data-centre business more than doubles in a record quarter

AMD reported second-quarter revenue of US$11.54 billion, up 50% year on year. Data-centre revenue reached US$6.7 billion, up 107% and representing 58% of total revenue. Management expects data-centre revenue to more than double again in 2027; that outlook and product-ramp assumptions are forward-looking company guidance.

Impact: the result supports greater accelerator and server-CPU competition, but deployment economics still depend on software maturity, memory, networking, power and customer concentration.