AMD expects to outsell Intel for the first time in its history this quarter
AMD expects to outsell Intel in Q4 for the first time in history
AMD's $17 billion guidance for Q4 would top Intel's own projections, marking the first time the chipmaker has outsold its longtime rival in a quarter. Record revenue was driven by Epyc data center CPUs and Instinct AI accelerators, which nearly doubled year over year, even as client and gaming sales slipped. The AI boom is reshaping the competitive balance.
AMD late on Tuesday reported its highest quarterly revenue ever as demand for its Epyc data center processors and Instinct AI accelerators nearly doubled year-over-year.