AMD: 3 Key Takeaways for Long-Term Investors

Data center revenue grew 97% year over year to $8.5 billion. Management expects total revenue to grow by over 80% in 2027.

TC Trade Conquest Newsroom November 8, 2026 ·1 min read

Key takeaways

Record cash from the enterprise server push exists alongside a PC segment management expects to shrink, and the two pull in different directions.
On its third-quarter 2026 earnings call, held on Nov. 3, 2026, AMD (AMD) reported record quarterly revenue of $13.4 billion, driven by expanding adoption of its data center processors.
The rapid growth of data center sales to 64% of total revenue highlights a structural portfolio shift toward higher-margin compute platforms.

Data center revenue grew 97% year over year to $8.5 billion. Management expects total revenue to grow by over 80% in 2027.

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