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The Verge - Tech
AMD’s datacenter business is booming while gaming takes a backseat
AMD has reported significant growth in its datacenter business, which more than doubled year-over-year to $6.7 billion, largely fueled by the increasing demand for AI capabilities. In contrast, the company's gaming revenue saw a steep decline of 31% due to pricing issues and supply shortages impacting key consoles. Despite the mixed performance, AMD's overall revenue grew to a record $11.5 billion, reflective of strong demand in the data center sector as gaming revenue continues to struggle.
MonitorConfidence: HighShort term horizon
Published 4 Aug 2026, 21:05 UTC1 min read
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Summary
TL;DR
- Datacenter revenue increased 107% year-over-year to $6.7 billion
- Gaming revenue fell 31% to $779 million amid market challenges
- AMD's overall revenue rose to a record $11.5 billion
- Client revenue improved by 23% thanks to Ryzen processor sales
- AI demand is driving significant expansion across markets
Interesting facts
- AI-related products are largely responsible for the surge in AMD's datacenter revenue.
- The revenue from the datacenter business now represents 58% of AMD's total revenue.
- AMD's success in datacenters comes despite challenges in its gaming division.