A CPU Watershed: AMD May Post Higher Quarterly Revenue Than Intel for the First Time
AMD guided about 17 billion dollars in revenue for its fiscal fourth quarter, up about 66 percent year on year, while Intel guided 15 to 16 billion dollars, so AMD would top Intel for the first time if both forecasts hold. Data-center products now make up 64 percent of AMD revenue, with demand for EPYC server processors and Instinct AI accelerators nearly doubling. Why it matters: it would mark a symbolic changing of the guard in x86, driven by AI training and inference demand rather than PCs.
SOURCES
- IT之家2026-11-05 03:57