AMD Data Center Revenue More Than Doubles to $6.7B, Driving Record $11.5B Quarter as Gaming Falls 31%
AMD Investor Relations·high signal
AMD reported Q2 2026 revenue of $11.5 billion, up 50% year-over-year and a company record, with Data Center revenue hitting $6.7 billion — up 107% YoY and now 58% of total company revenue. Gaming revenue fell 31% to $779 million on lower semi-custom sales, making this the clearest quarter yet where AMD's AI accelerator and EPYC business structurally outweighs its consumer franchise. The divergence is the story: AI capex is now funding AMD's growth outright rather than supplementing it.