AMD's revenue in the first quarter of 2026 reaches US$10.3 billion, net profit is US$1.4 billion

[ Gearbest Technology News]Recently, AMD China officially announced its first quarter financial report for 2026. Financial report data shows that AMD's revenue in the first quarter of 2026 reached US$10.3 billion, with a gross profit margin of 53%, operating income of US$1.5 billion, net income of US$1.4 billion, and diluted earnings per share of US$0.84. Under non-GAAP standards, gross profit margin was 55%, operating income was $2.5 billion, net income was $2.3 billion, and diluted earnings per share were $1.37.

AMD

Su Zifeng, Chairman and CEO of AMD, said: “AMD's outstanding performance in the first quarter was mainly due to the continued rapid increase in market demand for AI infrastructure. The data center business has now become a core pillar driving the company's revenue and profit growth. We see that reasoning and intelligent AI continue to drive strong demand for high-performance CPUs and accelerators.” Jean Hu, AMD's executive vice president and chief financial officer, said that the strong performance demonstrates the continued good momentum and excellent execution of AMD's businesses, and also highlights the leverage effect of the business model.

From the perspective of business units, the Data Center Division was the core growth engine this quarter, with revenue reaching US$5.8 billion, a year-on-year increase of 57%, mainly due to the strong market demand for AMD EPYC processors and data center GPU shipments. The total revenue of the client and game division was US$3.6 billion, a year-on-year increase of 23%, of which the PC client business revenue was US$2.9 billion, a year-on-year increase of 26%, mainly due to the steady demand and continued growth of market share of Ryzen processors. The embedded business unit’s revenue was US$873 million, a year-on-year increase of 6%.

The financial report also shows that Meta and AMD plan to deploy up to 6 GW of data center GPUs, and Meta will also become one of the major customers of the upcoming sixth-generation AMD EPYC CPU. Leading cloud vendors such as AWS, Google Cloud, Microsoft Azure and Tencent Cloud have also announced the launch of new or expanded cloud instances supported by fifth-generation AMD EPYC processors.