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AMD on track to overtake Intel as biggest x86 outfit

Summary by The Register
CEO says supply chain can cope with surging datacenter and AI demand

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AMD on track to overtake Intel as biggest x86 outfit

CEO says supply chain can cope with surging datacenter and AI demand

·London, United Kingdom
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The hardware manufacturer is reporting a record quarter with sales of more than 13 billion US dollars and a net profit of a considerable 2.4 billion US dollars. Compared to the previous quarter, the total revenue of AMD is expected to have risen by a total of 16 percent. And it is expected to continue to be so grand in the coming months. Revenues in the area of data centers are particularly large. There have been declines in the areas of end cus…

While the Data Center division reached the record of $8.5 billion in the third quarter of 2026, Lisa Su expects even more sustained growth, while the PC market could drop again.

Despite record financial results, AMD isn't optimistic about the future of computers. Americans are bracing for another difficult year. While discussing the third-quarter results for 2026, AMD CEO Lisa Su admitted that demand for PCs began to weaken towards the end of that period. This is due to rising prices for memory and other components, which translate into higher […] The article "AMD Has Bad News for the PC Market. 2027 Will Be Even Worse"…

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The Register broke the news in London, United Kingdom on Wednesday, November 4, 2026.
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