# AMD forecasts higher quarterly revenue than Intel for first time

- URL: https://talkfuse.com/story/amd-on-track-to-overtake-intel-as-biggest-x86-outfit/
- Published: 2026-11-04T04:24:06+00:00
- Updated: 2026-11-04T05:44:06+00:00
- Original publisher: The Register
- Original article: https://www.theregister.com/systems/2026/11/04/amd-on-track-to-overtake-intel-as-biggest-x86-outfit/5307448
- Topics: AI, Business, Companies, Technology

## Key points

- AMD forecasts $17 billion in next-quarter revenue.
- Intel expects $15 billion to $16 billion.
- Data centre revenue nearly doubled year on year.

## Summary

AMD expects to earn more revenue than Intel next quarter, which could make it the leading seller of x86 processors by chip revenue for the first time. The forecast follows sharp growth in AMD’s data centre business, driven by demand for CPUs and AI-related products.

AMD reported third-quarter revenue of $13.4 billion, up 45 per cent year on year, including $8.5 billion from data centres, up 97 per cent. It forecast about $17 billion in revenue next quarter, compared with Intel’s guidance of $15 billion to $16 billion. AMD’s client and gaming revenue fell 8 per cent to $3.7 billion, although PC chip sales rose 7 per cent to $2.9 billion; CEO Lisa Su said the company was securing supply-chain capacity for further growth.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.