AMD expects to outsell Intel in Q4 for the first time in history
AMD expects to reach $17 billion in Q4 revenue, surpassing Intel for the first time in history as its data center business surges.
AMD late on Tuesday reported its highest quarterly revenue ever, driven by nearly doubled year-over-year demand for Epyc data center processors and Instinct AI accelerators. Sales of client hardware declined only modestly despite high memory prices and other market headwinds.
The increasing sales of data center hardware have more than offset declines in client segments, leading to improved profitability for AMD. This growth trajectory positions the company to achieve a historic milestone in the upcoming quarter.
The $17 billion Q4 revenue guidance represents a significant achievement for AMD, marking the first time the company will outperform Intel in quarterly sales. This shift underscores AMD's strengthened competitive position in the semiconductor market.
Market Impact
The announcement comes as AMD continues to gain market share in high-performance computing segments. The company's success in data center hardware reflects growing demand for AI and cloud computing solutions.
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