AMD Watch posted an update
AMD’s third-quarter revenue rose 44.7% year on year to $13.38 billion, with data-centre sales up 97% to $8.55 billion. The figures offer a concrete measure of demand behind the AI infrastructure boom.
Why it matters24/7 Wall St. reports that AMD expects fourth-quarter revenue of about $17 billion, plus or minus 3%, and expects data-centre revenue to exceed 80% of its total in 2027. That is a strong growth picture, though the same report flags rising inventory and lower free cash flow. The AI build-out is bringing in serious revenue; whether it brings equally satisfying returns is the next test.
Discuss: Does AMD’s data-centre growth make its AI spending story convincing, or do rising inventory and weaker free cash flow deserve more weight?
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