AMD: Q1 Data Center Revenue Surges 57% YoY, Server CPU Hits Record Highs for Four Consecutive Quarters

AMD released its financial results for the first quarter of 2026. In Q1 2026, on a non-GAAP basis, the company posted revenue of $10.25 billion, representing a year-over-year increase of 38% and a flat quarter-over-quarter performance. Net income reached $2.265 billion, up 45% year-on-year and down 10% quarter-on-quarter. By business segment, the Data Center segment generated revenue of $5.8 billion in the first quarter, a 57% year-over-year rise and the primary driver of overall growth. This was mainly fueled by strong market demand for AMD EPYC™ processors and continued shipment growth of AMD Instinct™ GPUs, with server CPU revenue hitting a record high for the fourth consecutive quarter. The Client and Gaming segment recorded revenue of $3.6 billion, up 23% year-on-year. Within this segment, Client revenue stood at $2.9 billion, a 26% year-over-year increase driven by robust demand for AMD Ryzen™ processors and steady market share gains. Gaming revenue amounted to $720 million, growing 11% year-on-year on strong demand for AMD Radeon™ GPUs, partially offset by lower revenue from the semi-custom business. The Embedded segment delivered revenue of $873 million, with a 6% year-over-year increase, driven by stronger demand across multiple end markets.