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AMD’s datacenter business is booming while gaming takes a backseat

AMD's data center revenue surged 107% year-over-year to $6.7 billion in Q2 2026, driven by strong AI demand, with CEO Lisa Su projecting continued doubling of segment revenue in 2027. Meanwhile, gaming revenue dropped 31% to $779 million due to price hikes and component shortages affecting Xbox, PS5, and Steam Deck sales.

Background

AMD is a major semiconductor company competing with NVIDIA in the AI accelerator market and with Intel in data center CPUs. The company's MI300 series GPUs have been gaining traction in AI workloads.

Source
The Verge
Published
Aug 5, 2026 at 04:57 AM
Score
7.0 / 10