AMD data center revenue nearly doubles to $8.5B on MI450 launch

Q3 revenue was $13.4B, up 45% year over year. Q4 guidance is about $17B, plus or minus 3%. AMD also announced agreements to acquire World Labs and Taalas and released ROCm 10.

Why it matters: Helios racks running at Anthropic, Meta, Microsoft, OpenAI and Oracle make AMD a real second source of AI compute.

Data center revenue

$8,546M, up 97% Y/Y

Total revenue

$13,377M, up 45% Y/Y

Non-GAAP EPS

$2.09, up 74% Y/Y

Q4 guidance

~$17B ±3%

Client and Gaming

$3,722M, down 8% Y/Y