AMD: выручка дата-центров выросла на 107% до $6,7 млрд на фоне спада в гейминге

AMD set a historical quarterly revenue record in Q2 2026 — $11.5 billion, which is 50% higher than the same period in 2025. The result was driven by a twofold growth in the data center business: it now accounts for 58% of the company's total revenue amid sustained demand for AI infrastructure.

How AMD's Data Center Business Grew

AMD's data center segment generated $6.7 billion in Q2 2026 — a 107% increase compared to $3.2 billion in the same quarter of 2025. Quarter-over-quarter dynamics are also positive: in Q1 2026, the segment recorded $5.8 billion.

• Data center revenue Q2 2026: $6.7 billion (+107% year over year)
• Same period 2025: $3.2 billion
• Q1 2026: $5.8 billion
• Data center share of total revenue: 58%
• AMD total revenue Q2 2026: $11.5 billion — historical record
• Revenue growth vs Q2 2025: +50%

Cloud providers and large enterprise customers are ramping up purchases of AMD server accelerators to deploy AI systems — from training large language models to real-time inference tasks. It is precisely this demand that drove more than a twofold increase in the data center segment in just one year. AMD competes here with NVIDIA, and the results show that the company is successfully gaining share in the fast-growing AI accelerator market.

"Revenue grew 50 percent year over year to a record $11.5 billion,

driven by the continued growth of our data center business, which accounted for 58% of company revenue" — from AMD's official press release for Q2 2026.

Notably, for two consecutive quarters — Q1 ($5.8 billion) and Q2 ($6.7 billion) of 2026 — the data center segment shows sequential acceleration. This indicates that demand for AI computing has not yet slowed down.

Why the Gaming Segment Declined

AMD's gaming division was the biggest underperformer of the quarter: revenue fell 31% year over year to $779 million. AMD manufactures custom semiconductor chips for Microsoft's Xbox Series X/S gaming consoles, Sony's PlayStation 5, and Valve's Steam Deck portable gaming PC.

All three platforms simultaneously came under pressure: rising component prices and ongoing supply chain shortages limit end-device production, reducing order volumes for AMD. Consumers are delaying upgrades until prices normalize, and retail chains are cutting inventory — both factors impact AMD as a chip supplier to OEM partners.

What This Means

In 2026, AMD is rapidly transforming into an AI company: more than half of its revenue comes from data centers, while the once-key gaming segment moves to the background. If demand for AI accelerators holds — and so far there are no signs of a slowdown — the share of the server business will continue to grow, and AMD's revenue structure will increasingly resemble the profile of a company primarily focused on the AI market.

Frequently Asked Questions

What accounts for 58% of AMD's revenue?

The data center segment — sales of server chips and accelerators for AI computing. In Q2 2026, it contributed $6.7 billion out of total revenue of $11.5 billion — an all-time record in the company's history.

Why did AMD's gaming sales decline?

AMD supplies custom chips for Xbox Series X/S, PlayStation 5, and Steam Deck. Rising component prices and supply chain shortages limited device production — AMD's gaming segment revenue in Q2 2026 fell 31%, to $779 million.