MoneyThe story, in brief

AMD’s datacenter business is booming while gaming takes a backseat

$6.7B. AMD's data center business just doubled year-over-year, now 58% of total revenue.

Paper-cut illustration of an amber microchip with circuit paths extending into a row of data-center cabinets.
The infrastructure powering AI.AI illustration by KeyNews
The KeyNews take

Why it matters

AMD's AI compute buildout is reshaping its business fundamentals — data center dominance signals where the semiconductor industry's growth and competitive pressure now live, while gaming becomes secondary.

The key facts

7 to know
  1. AMD data center revenue: $6.7B in Q2 2026

  2. Data center YoY growth: +107% (from $3.2B in Q2 2025)

  3. QoQ growth: $6.7B vs $5.8B in Q1 2026

  4. Data center now 58% of AMD total revenue

  5. Total company revenue: $11.5B (+50% YoY)

  6. Gaming revenue: $779M (-31% YoY)

  7. Gaming revenue decline attributed to price hikes and component shortages affecting Xbox Series X/S, PS5, Steam Deck

Go to the source

The Verge AItheverge.com

Publisher excerpt: Driven by demand for AI capacity, AMD's data center revenue more than doubled year-over-year in its latest earnings report, reaching $6.7 billion. That's up from $5.8 billion in Q1, and jumping 107 percent from the $3.2 billion it reported for the same period a year ago. At the same time, AMD's…
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