AMD says it will outsell Intel for the first time in its history as Epyc and Instinct sales soar on AI demand
- AMD guided Q4 2026 revenue to about $17 billion, above Intel's $15 to $16 billion forecast, which would make it the larger company in terms of raw revenue for the first time
- Data center sales nearly doubled to $8.5 billion in Q3 as Instinct MI455X GPUs and Helios racks started shipping
- The lead, interestingly, is in revenue, not volume: Intel still ships about two-thirds of x86 CPUs, and AI accelerators are set to outsell Epyc inside AMD this quarter
AMD has told investors to expect fourth-quarter 2026 revenues of around $17 billion, plus or minus 3%.
If that lofty forecast holds, AMD would bring in more money than Intel in a single quarter for the first time in the two companies' decades-long rivalry.
For context, AMD's outlook arrived with a record third quarterin which revenue rose 45% year over year to $13.4 billion, even as Intel, which reported a...
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