AMD is projected to generate more quarterly revenue than Intel for the first time ever, driven by record data center performance. The company guided Q4 2026 revenue to approximately $17 billion, while Intel expects between $15 billion and $16 billion. AMD's Data Center segment reached a record $8.5 billion in Q3, fueled by EPYC demand and Instinct MI450 GPUs.
Intel's lower outlook is partly due to a two-week shutdown at Fab 28 in Israel, costing $300 million in lost revenue. The PC market remains weak, with global shipments falling 20.1% in Q3. While this marks a major revenue shift, profit comparisons still favor Intel, whose annual revenue was double AMD's as recently as 2022.
Source: TechPowerUp News · Summarized by HeadlinesBriefing