Veri merkezi satışları katlanan AMD, 11,5 milyar dolarla çeyreklik gelir rekoru kırdı

AMD Advanced Micro Devices, Inc. ↗ 7.00% reported record second-quarter 2026 revenue of $11.54 billion on August 4, a 50% increase from $7.69 billion a year earlier, as surging demand for AI infrastructure propelled its data center business to new heights. Despite beating Wall Street estimates, shares fell roughly 8% in after-hours trading as investors weighed the results against elevated expectations.

"We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year," CEO Lisa Su said in the company's earnings release. Data center segment revenue reached $6.7 billion, up 107% year-over-year and now representing 58% of total company revenue, compared with 42% a year ago.theverge+1

AI Partnerships Fuel Data Center Surge

The quarter's growth was driven by strong demand for EPYC server processors and Instinct AI accelerators. AMD posted its fifth consecutive quarter of record server CPU revenue, with cloud and enterprise sales each growing more than 70% year-over-year.gamesbeat+1

AMD announced a new strategic partnership with Anthropic to deploy up to 2 gigawatts of MI450-series GPUs in Helios rack-scale systems, with the first gigawatt of deployment beginning in the first half of 2027. Microsoft ↘ 0.73% also committed to deploying Helios at scale across Azure. Su said demand for Helios has exceeded AMD's initial forecasts.marketbeat+1

Non-GAAP earnings per share came in at $1.66, beating analyst consensus of approximately $1.60, while non-GAAP gross margin expanded to 56%, up 200 basis points year-over-year.globenewswire+1

Aggressive 2027 Outlook

AMD guided third-quarter revenue to approximately $13 billion, above consensus expectations and implying roughly 41% year-over-year growth. More notably, management projected data center segment revenue would more than double year-over-year in 2027, with server CPU revenue expected to grow over 80% in the second half of 2026 and over 70% in 2027.stocktitan+3

Su hinted the company's own targets may prove conservative. "I think what you're hearing from us is that your data center AI number is probably too low," she told analysts, adding that data center growth of "over 100% should consider be well over 100%".tikr

The company also raised its long-term market outlook, projecting the data center AI accelerator market could reach approximately $1.4 trillion by 2030 with annual growth exceeding 45%.gamesbeat+1

Gaming Weakness Offsets Broader Strength

Not all segments shared in the momentum. Gaming revenue fell 31% year-over-year to $779 million due to lower semi-custom sales amid a maturing console cycle and higher component costs affecting Xbox Series X/S, PlayStation 5, and Steam Deck. Client revenue rose 23% to $3.1 billion on record mobile processor sales, while embedded revenue grew 19% to $977 million.theverge+1

Su pledged to launch a new rack-scale AI platform annually through 2030, with next-generation MI500 GPUs coming in 2027. "We are still in the early stages of a multi-year AI adoption cycle," she said.shanethegamer+1