AMD says it expects to generate about $17 billion in revenue in the coming quarter, a level that would put it ahead of Intel’s projected $15 billion to $16 billion and mark the first time AMD sells more than Intel in a single quarter. The company’s outlook follows record third-quarter results, including a near doubling of its data centre revenue.
Outlets also highlight the different drivers behind the forecasts. The Next Web notes that while AMD’s data centre business nearly doubles, its gaming sales fall by 40%. Slashdot frames the outlook around demand for AMD’s Epyc server processors and Instinct AI accelerators, citing the data centre segment’s larger share of revenue. PC Gamer similarly focuses on the time horizon to beat Intel’s total revenue and repeats the basic quarterly comparison between the two chipmakers.
Coverage is largely aligned on the headline numbers ($17 billion for AMD versus Intel’s $15–$16 billion) and the idea that AMD’s data centre momentum underpins the guidance, with emphasis varying by outlet between data centre/AI demand, gaming performance, and longer-term positioning.