AMD reported revenue of $11.536 billion for the second quarter of 2026, which ended 27 June 2026, up 50% from $7.685 billion a year earlier and 13% from the first quarter. GAAP gross margin was 54% and diluted earnings per share were $1.38; on a non-GAAP basis, EPS was $1.66.

Data Center drives the business

According to AMD, Data Center revenue more than doubled year over year and represented 58% of company revenue in the quarter. Management pointed to EPYC server processors, Instinct accelerator deployments and the start of the Helios rack-scale platform.

Outlook

AMD's CFO said the company expects Data Center sales to accelerate in the second half of 2026. This is the company's own expectation and should be checked against the Q3 2026 report.

AW

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