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# AMD's data centre sales nearly doubled, and it has guided to US$17 billion for this quarter
- URL: https://www.sharespective.com/stories/amds-data-centre-sales-nearly-doubled-2026-11-04/
- Published: 2026-11-03T22:15:02.000Z
- Updated: 2026-11-03T22:50:40.000Z
- Description: AMD reported revenue of US$13.38 billion for the September quarter, up 45% on a year earlier and above the top of its own guidance. Adjusted earnings came in at US$2.09 a share, up 74%, against the US$1.95 analysts expected.
- Author: Shaun Botha
- Tags: Chips, #story, #group-tech, AMD

AMD reported revenue of US$13.38 billion for the September quarter, up 45% on a year earlier and above the top of its own guidance. Adjusted earnings came in at US$2.09 a share, up 74%, against the US$1.95 analysts expected.

**So was it the PC chips?** No. The data centre division sold US$8.55 billion of chips, up 97%, while the client business behind PC processors grew 7%, gaming fell 40% and embedded grew 29%. Data centre revenue is now more than twice client and gaming put together.

The forecast did more work than the quarter. AMD guided to about US$17 billion of revenue for the December quarter, give or take 3%. That is roughly 66% growth on a year earlier, and about a quarter more than it has just booked.

[![Chart: AMD's annual sales climbed to US$34.6bn in 2025. AMD's revenue by calendar year in US$bn, from US$4.3bn in 2016. The September quarter of 2026 was up 45%, and data centre sales 97%.](https://storage.ghost.io/c/02/71/0271df32-cec6-421f-9f13-b06ab90e54c1/content/images/2026/11/chart-amd-revenue-3bn-quarter-2026-11-04-wide-light.jpg)](https://www.sharespective.com/chart-amd-revenue-3bn-quarter-2026-11-04/) 

This story’s chart of the day: the numbers, the dark version and the animated version are on its own page. [The chart’s page →](https://www.sharespective.com/chart-amd-revenue-3bn-quarter-2026-11-04/)

The shares closed at US$483.90 on Tuesday, up 3.65%, and added about 7% more in after-hours trading. They had fallen 7.52% on Monday, a day the whole chip sector sold off.

The tell 

gaming is shrinking and PC chips are barely growing, so nearly all of AMD's growth now comes from one division selling to a short list of buyers. Our read is that the question has shifted from whether AI demand is real to how long those buyers keep writing cheques.

[ This story ran in Chips Answer Back Wednesday 4 November’s edition, with the market snapshot, the other two stories, the numbers and the week ahead. Read the whole edition → ](https://www.sharespective.com/sharespective-2026-11-04/)