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| AMD CEO Lisa Su |
AMD Soars to Record $9.2 Billion Quarter as AI Revolution Fuels Stunning CPU and GPU Sales Surge
In a spectacular demonstration of the accelerating AI revolution, Advanced Micro Devices (AMD) has electrified the technology world with record-shattering financial results that reveal the chip designer's dominant position in powering the future of artificial intelligence. The company announced an astonishing **$9.2 billion in revenue for the third quarter** - representing a massive **36% year-over-year increase** - driven by what CEO Dr. Lisa Su described as a "sharp" explosion in demand for both their Instinct data center GPUs and EPYC server processors. This historic performance, which surpassed Wall Street expectations by $500 million, signals a fundamental shift in the computing landscape as enterprises and cloud giants worldwide race to build out their AI infrastructure, choosing AMD's cutting-edge technology to fuel their ambitious artificial intelligence initiatives.
The truly breathtaking momentum emerged from AMD's data center business, which achieved a record $4.3 billion in revenue** powered by what Dr. Su characterized as "strong demand" for fifth-generation EPYC processors and a "sharp sales ramp" of the revolutionary Instinct MI350 GPUs. But the most electrifying revelation came from AMD's rapidly deepening partnership with OpenAI, following last month's announcement of a multi-year agreement that will see the AI pioneer deploy six gigawatts of Instinct GPUs beginning in the second half of 2026. Dr. Su revealed that this landmark collaboration could generate **"over $100 billion in revenue over the next few years" for AMD, as the two companies now work "even more closely on future hardware, software, networking and system-level roadmaps." This powerful alliance positions AMD at the very epicenter of the global AI arms race, with their next-generation MI400 series and Helios rack-scale platform development "progressing rapidly" toward large-scale deployments next year.
Beyond the data center frenzy, AMD's client business delivered equally impressive results with PC segment revenue soaring 73% year-over-year to $4 billion, establishing new records for Ryzen processor sales as enterprises across healthcare, financial services, and manufacturing sectors increasingly standardize on AMD technology. Dr. Su emphasized that the company is "on a clear trajectory" to achieve tens of billions in annual revenue from rack-scale solutions by 2027, reflecting what she described as "significant momentum building across our business." As organizations worldwide recognize that scaling AI workloads requires massive increases in general-purpose computing capacity, AMD finds itself in the enviable position of supplying both the revolutionary GPUs driving artificial intelligence and the high-performance CPUs needed to support them - a dual advantage that positions the chip designer for continued dominance in the era of intelligent computing.
Source: AMD Q3 2025 Earnings Report and Conference Call,