AMD Reports $11.54B Q2 Revenue, Up 50% YoY; Server CPU Hits 5 Consecutive Record Quarters on Aug 4

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According to Asia Economy, AMD reported second-quarter 2026 revenue of $11.54 billion, up 50.1% year-over-year, on August 4. Data center revenue surged 107% to $6.72 billion, driven by strong demand for server CPUs and Instinct AI accelerator GPUs. Server CPU revenue marked its fifth consecutive quarter at record levels, buoyed by growing demand for agent AI infrastructure. The company guided third-quarter revenue of $13 billion, exceeding consensus estimates. Eugin Investment & Securities noted AMD's server CPU revenue is projected to grow over 80% in the second half of 2026 and over 70% in 2027, with the Helios rack-scale product beginning volume shipments in Q4.
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