---
title: "AMD Reports Third-Quarter Results: Revenue Rises to $13.38 Billion Driven by AI Agent Demand"
description: "AMD reported third-quarter results: revenue reached $13.38 billion and earnings per share hit $2.09. Data center chips driven by AI agent demand were the main growth driver, while the gaming segment dropped by 40%."
date: 2026-11-04T22:53:04.250Z
lang: en
url: https://xab.info/en/posts/amd-third-quarter-results-ai-agents
tags: [amd, ai, semiconductors, earnings, nvidia, ryzen]
author: "Darya Fomina"
publisher: "XAB.info"
---

# AMD Reports Third-Quarter Results: Revenue Rises to $13.38 Billion Driven by AI Agent Demand

![AMD CEO Lisa Su holding a new processor at a company presentation in front of the Ryzen logo](https://xab.info/media/2026/11/04/amd-otchet-za-3-kvartal-ii-agenty/amd-otchet-za-3-kvartal-ii-agenty-1.webp)

## Key Points

- AMD's third-quarter revenue was $13.38 billion versus $9.25 billion a year earlier, with earnings per share at $2.09.
- The share of data center chips in revenue rose to 64% amid AI agent demand; Lisa Su expects the server sector to double by 2027.
- The consumer Ryzen segment grew by 7%, while the gaming segment dropped 40% to $773 million due to higher prices for GPUs and console chips.
- The company projects fourth-quarter revenue of around $17 billion; Helios rack platforms compete directly with Nvidia systems.

Semiconductor giant AMD has released its financial results for the third quarter, outperforming preliminary analyst estimates. The company's total revenue reached $13.38 billion compared to $9.25 billion in the same period last year, and net income per share was $2.09. Following these figures, the chipmaker's shares rose by 8% in after-hours trading.

### AI Agents Become Main Sales Driver

The key growth driver was the data center chip segment: its share in the company's overall revenue structure increased to 64%. According to management, the rapid rise is driven by high demand for AI agent technology solutions. AMD CEO Lisa Su stated that she expects the server sector to double by 2027.

### Consumer Segment Grows, Gaming Declines

The consumer Ryzen processor lineup showed moderate growth of 7%, with this category's financial result reaching $2.949 billion thanks to strong laptop sales. Conversely, the gaming segment shrank by 40%, generating $773 million. The company attributes the decline to falling demand for graphics cards and gaming console chips amid rising prices.

### Fourth-Quarter Outlook and Helios Platform

For the fourth quarter, AMD management projects revenue of approximately $17 billion. An additional business boost comes from Helios rack platforms, designed to compete with Nvidia systems: according to the company, major IT corporations are already purchasing the new server complexes.

## Fact-Check & Sources

- [AMD все больше забивает на геймеров: Рынок ИИ-агентов вывел компанию на новый уровень:](https://www.goha.ru/amd-vse-bolshe-zabivaet-na-gejmerov-rynok-ii-agentov-vyvel-kompaniyu-na-novyj-uroven-xzBY9e) - Single source; contains specific financial indicators (revenue $13.38B, EPS 2.09, segments 64%/+7%/-40%, forecast $17B). The primary AMD press release is not listed among sources.

## FAQ

### What was AMD's revenue for the third quarter?

The company's total revenue reached $13.38 billion compared to $9.25 billion for the same period last year, with net income per share at $2.09.

### What became the main growth driver?

Data center chips, whose share in the revenue structure rose to 64% thanks to high demand for AI agent solutions.

### How did the gaming segment change?

The gaming segment shrank by 40% and generated $773 million due to falling demand for graphics cards and console chips amid rising prices.

### What is the company's outlook for the fourth quarter?

AMD management projects revenue of around $17 billion and is betting on Helios rack platforms to compete with Nvidia systems.