Advanced Micro Devices Inc. reported second-quarter 2026 results showing strong year-over-year growth, with revenue rising to $11.54B and diluted EPS of $1.38 as demand for data center products and AI GPUs accelerated profitability versus the prior-year quarter.

Financial Highlights

MetricCurrent quarterPrior year quarterYoY changeRevenue¹$11.54B$7.69B50.1%Net income²$2.3B$872M163.4%Diluted EPS³$1.38$0.54155.6%

¹ Reported as “Net revenue”. ² Reported as “Net income”. ³ Reported as “Diluted earnings per share”.

Business Highlights

  • Data center revenue surged 107% year-over-year in the quarter, driven by strong demand for EPYC processors and Instinct MI350 GPUs.
  • Higher mix from Data Center products helped lift gross margins to 54% in the period, while gaming and semi-custom declined.
  • Client unit shipments rose, supported by demand for Ryzen mobile processors.
  • AMD cited multi-year GPU deployments with large cloud customers including OpenAI and Meta (up to 6GW each) and issued milestone-linked customer warrants.
  • The company continues to invest in R&D and capacity to support its AI strategy and multi-year cloud and data center commitments.

Original SEC Filing:

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