AMD reported record second-quarter 2026 revenue of $11.5 billion, up 50% year-over-year, driven by data center revenue that more than doubled to $6.7 billion on strong demand for its EPYC processors and Instinct GPUs. Data centers now account for 58% of AMD’s total business, as the company continues to position itself as a challenger to Nvidia in AI accelerators. Gaming revenue declined 31% to $779 million amid softer console demand, underscoring the company’s broader shift from consumer hardware toward enterprise AI infrastructure.
