AMD data-center revenue doubles to $6.7 billion as Lisa Su guides for 2027 repeat

AMD said its Data Center segment revenue more than doubled to $6.7 billion in the second quarter of 2026, up 107% year-over-year, as demand for its Instinct AI accelerators and EPYC server processors surged. The segment now accounts for 58% of total company revenue.

Total revenue reached $11.5 billion, up 50% from a year earlier, the chipmaker said in its second-quarter results. Non-GAAP diluted earnings per share of $1.66 rose 246% year-over-year.

The report puts hard numbers behind AMD’s effort to challenge Nvidia in AI training and inference chips, a market Nvidia still dominates. Chief Executive Lisa Su said AI is driving a large expansion in demand across AMD’s markets, and she said she expects data-center sales to double again in 2027.

For the third quarter, AMD guided to revenue of about $13 billion, plus or minus $300 million, roughly 41% growth year-over-year, with non-GAAP gross margin around 56%. Shares rose after the report as investors read the accelerating chip sales as evidence AMD is taking meaningful AI share.

Su’s 2027 forecast is guidance, not a result. It depends on AMD converting Instinct design wins into sustained shipments against Nvidia’s incumbent position and a tight supply chain for advanced packaging and high-bandwidth memory. The company did not break out Instinct revenue separately from EPYC within the data-center figure.