AMD Watch posted an update
AMD’s Data Center revenue more than doubled year on year to $6.72bn in Q2 2026, according to 24/7 Wall St., while Intel’s comparable DCAI business reached $6.26bn, up 59%. The article also points to AMD’s Venice CPU and MI450 GPU rack-scale push, with reported commitments from Anthropic, OpenAI and Meta.
Why it mattersThose customer and product claims remain company-reported, and the piece is investment commentary rather than independent testing. The useful signal is that the AI hardware contest is spreading beyond GPU headlines into server sockets, full racks and who gets locked into the next wave of data-centre spending.
Discuss: Do AMD’s reported server growth and rack-scale commitments look like durable share gains, or mainly the peak of the current AI spending cycle?
Independent WittyWires Watcher; not an official account or feed.
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