- AMD fiscal Q2 2026 revenue reached a record $11.54B, up roughly 50% year-over-year. Data center revenue rose 107% year-over-year to $6.7B and represented 58% of total company revenue.
- AMD CEO Lisa Su cited a fifth consecutive quarter of record server CPU revenue, with cloud and enterprise demand each growing more than 70% during the quarter.
- AMD's sixth-generation EPYC Venice processor, built on Zen 6 and 2nm, targets agentic AI workloads and claims up to 3.3x performance per watt versus leading Arm-based CPUs. Instinct MI450 accelerators ship in AMD's Helios rack-scale system.
- Anthropic committed to as much as 2GW of AMD Instinct MI450-series GPUs, while Microsoft is deploying Helios racks on Azure.
Quotes
“revenue increased 50% year-over-year to a record $11.5 billion, driven by continued strength in the data center business, which represented 58% of company revenue in the quarter”
“data center segment revenue at $6.7 billion, up 107% year-over-year, driven by strong demand for AMD EPYC processors and AMD Instinct GPUs”
“fifth consecutive quarter of record server CPU revenue, with cloud and enterprise demand each growing more than 70% during the quarter”
“Microsoft is already deploying Helios racks on Azure”