{"id":14848,"date":"2026-08-05T12:03:08","date_gmt":"2026-08-05T12:03:08","guid":{"rendered":"https:\/\/news.theck1.no\/?p=14848"},"modified":"2026-08-05T12:03:08","modified_gmt":"2026-08-05T12:03:08","slug":"amd-doubles-data-center-revenue-year-over-year-but-gaming-revenue-plunged-by-31-ceo-lisa-su-says-prices-have-weighed-on-consumer-demand-but-is-optimistic-about-client-market","status":"publish","type":"post","link":"https:\/\/news.theck1.no\/?p=14848","title":{"rendered":"AMD doubles data center revenue year over year, but gaming revenue plunged by 31% \u2014 CEO Lisa Su says prices have &#8216;weighed on&#8217; consumer demand but is &#8216;optimistic&#8217; about client market"},"content":{"rendered":"<div style=\"margin-bottom:1em; color:#666; font-size:0.9em;\">\n<strong> Jake Roach <\/strong><br \/>\n &bull;<br \/>\nAugust 4, 2026\n<\/div>\n<hr\/>\n<p><!--more--><\/p>\n<article>\n<p>AMD\u2019s Q2 2026 financial results show record revenue across the business, but gaming is contributing less and less to that overall pie. Overall, AMD\u2019s Q2 revenue was $11.5 billion, up 50% year-over-year and up 13% quarter-over-quarter. In AMD\u2019s gaming segment, however, it saw $779 million in revenue, down 31% YoY due to \u201clower semi-custom revenue,\u201d according to AMD\u2019s press release. <\/p>\n<div  class=\"fancy-box\">\n<div class=\"fancy_box-title\">Go deeper with TH Premium: CPU<\/div>\n<div class=\"fancy_box_body\">\n<figure class=\"van-image-figure \"  >\n<div class='image-full-width-wrapper'>\n<div class='image-widthsetter' >\n<p class=\"vanilla-image-block\" style=\"padding-top:56.25%;\"><img decoding=\"async\" id=\"Xh2MupWrRjJPiLLuopmKRB\" name=\"W1103180\" caption=\"\" alt=\"A hand holding the Ryzen 7 9850X3D.\" src=\"https:\/\/cdn.mos.cms.futurecdn.net\/Xh2MupWrRjJPiLLuopmKRB.jpg\" mos=\"\" link=\"\" align=\"\" fullscreen=\"\" width=\"\" height=\"\" attribution=\"\" endorsement=\"\" class=\"pinterest-pin-exclude\"><\/p>\n<\/div>\n<\/div><figcaption itemprop=\"caption description\" class=\"\"><span class=\"credit\" itemprop=\"copyrightHolder\">(Image credit: Tom&#8217;s Hardware)<\/span><\/figcaption><\/figure>\n<p class=\"fancy-box__body-text\">\n<ul>\n<li><a data-analytics-id=\"inline-link\" href=\"https:\/\/www.tomshardware.com\/tech-industry\/cpu-scaling-with-dlss-investigating-cpu-performance-in-the-age-of-upscaling?utm_source=edit-links&#038;utm_medium=boxout&#038;utm_term=cpu\" target=\"_blank\">CPU scaling with DLSS<\/a><\/li>\n<li><a data-analytics-id=\"inline-link\" href=\"https:\/\/www.tomshardware.com\/pc-components\/cpus\/ryzen-to-the-top-how-amd-innovated-in-the-gaming-cpu-market?utm_source=edit-links&#038;utm_medium=boxout&#038;utm_term=cpu\" target=\"_blank\">Ryzen to the top: How AMD innovated in the gaming CPU market<\/a><\/li>\n<li><a data-analytics-id=\"inline-link\" href=\"https:\/\/www.tomshardware.com\/tech-industry\/semiconductors\/how-arm-is-working-its-way-into-pcs-and-data-centers-inside-the-products-and-trends-behind-the-hype?utm_source=edit-links&#038;utm_medium=boxout&#038;utm_term=cpu\" target=\"_blank\">How ARM is working its way into PCs<\/a><\/li>\n<li><a data-analytics-id=\"inline-link\" href=\"https:\/\/www.tomshardware.com\/tech-industry\/amd-ces-2026-gaming-trends-press-q-and-a-roundtable-transcript-we-see-a-little-bit-of-an-uptick-in-the-percentage-of-am4-versus-am5-platforms?utm_source=edit-links&#038;utm_medium=boxout&#038;utm_term=cpu\" target=\"_blank\">AMD CES 2026 gaming trends press Q&#038;A roundtable transcript<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p>That\u2019s not a new story, as AMD has continually pointed to the late stage of the console lifecycle as the driving force behind declining gaming revenue. CEO Lisa Su, however, also says revenue is declining due to rising component costs. \u201cGaming graphics revenue also declined year-over-year as higher industry-wide component costs contributed to higher graphics card prices and weighed on overall demand,\u201d Su said. <\/p>\n<p>Earlier this year, <a href=\"https:\/\/www.tomshardware.com\/tech-industry\/amd-expects-20-percent-decline-in-gaming-revenue-from-higher-memory-and-component-costs-in-the-second-half-of-the-year-ceo-lisa-su-warns-of-further-memory-crunch\"><u>AMD said that it expected<\/u><\/a> a 20% decline in gaming revenue in the second half of the year, which is reaffirmed in its Q2 2026 earnings call. \u201c[We expect] a modest decline in our client gaming segment, with slight growth in client offset by strong double-digit decline in gaming,\u201d said AMD&#8217;s Jean Hu, executive vice president and Chief Financial Officer.<\/p>\n<p>Despite these declines, Su says she&#8217;s &#8216;optimistic&#8217; about the future of AMD&#8217;s client CPU business, particularly when it comes to AI PCs. &#8220;I think AI PCs will become more important as it relates to our client business in 2026. I think our first half performance has been very strong, and although we are expecting that the market will decline in the second half, the market&#8217;s actually held up, you know, better than you know most people would have thought,&#8221; said Su. <\/p>\n<figure class=\"van-image-figure  inline-layout\" data-bordeaux-image-check >\n<div class='image-full-width-wrapper'>\n<div class='image-widthsetter' style=\"max-width:1428px;\">\n<p class=\"vanilla-image-block\" style=\"padding-top:55.88%;\"><img loading=\"lazy\" decoding=\"async\" id=\"V6mzsnJoYSUKaUd3X6AhWH\" name=\"amd q2 26 earnings 3\" alt=\"AMD Q2 gaming revenue.\" src=\"https:\/\/cdn.mos.cms.futurecdn.net\/V6mzsnJoYSUKaUd3X6AhWH.png\" mos=\"\" align=\"middle\" fullscreen=\"\" width=\"1428\" height=\"798\" attribution=\"\" endorsement=\"\" class=\"inline\"><\/p>\n<\/div>\n<\/div><figcaption itemprop=\"caption description\" class=\" inline-layout\"><span class=\"credit\" itemprop=\"copyrightHolder\">(Image credit: AMD)<\/span><\/figcaption><\/figure>\n<p>Despite a large decline in gaming revenue, AMD\u2019s overall client business (including gaming) brought in $3.8 billion, up 6% year-over-year. Su says this is due to strong demand for Ryzen CPUs, but also increased market share for Ryzen PRO chips. \u201cCommercial adoption continued to expand in the quarter, with Ryzen PRO sales growing more than 50% year over year as we closed new wins with large healthcare, technology, automotive, and financial services companies,\u201d Su said. <\/p>\n<figure class=\"van-image-figure  inline-layout\" data-bordeaux-image-check >\n<div class='image-full-width-wrapper'>\n<div class='image-widthsetter' style=\"max-width:1423px;\">\n<p class=\"vanilla-image-block\" style=\"padding-top:56.08%;\"><img loading=\"lazy\" decoding=\"async\" id=\"wvL6rejLxgJMdinHLPygSM\" name=\"amd q2 26 earnings 2\" alt=\"AMD Q2 2026 data center revenue.\" src=\"https:\/\/cdn.mos.cms.futurecdn.net\/wvL6rejLxgJMdinHLPygSM.png\" mos=\"\" align=\"middle\" fullscreen=\"\" width=\"1423\" height=\"798\" attribution=\"\" endorsement=\"\" class=\"inline\"><\/p>\n<\/div>\n<\/div><figcaption itemprop=\"caption description\" class=\" inline-layout\"><span class=\"credit\" itemprop=\"copyrightHolder\">(Image credit: AMD)<\/span><\/figcaption><\/figure>\n<p>Declining gaming revenue has been massively offset by increasing data center revenue, unsurprisingly. AMD\u2019s data center revenue is up 107% year-over-year, representing $6.7 billion of revenue. AMD expects that the data center will continue growing the business in the next quarter, as well. <\/p>\n<p>\u201cWe expect [Q3] revenue to be approximately $13 billion plus or minus $300 million, at the middle point of our guidance, revenue is expected to be up 41% year over year, driven by very strong double-digit growth in our data center segment,\u201d said Hu. <\/p>\n<figure class=\"van-image-figure  inline-layout\" data-bordeaux-image-check >\n<div class='image-full-width-wrapper'>\n<div class='image-widthsetter' style=\"max-width:1425px;\">\n<p class=\"vanilla-image-block\" style=\"padding-top:55.86%;\"><img loading=\"lazy\" decoding=\"async\" id=\"9vxcE7M5pys4TgHpgH9kuQ\" name=\"amd q2 26 earnings 4\" alt=\"AMD Q2 2026 embedded revenue.\" src=\"https:\/\/cdn.mos.cms.futurecdn.net\/9vxcE7M5pys4TgHpgH9kuQ.png\" mos=\"\" align=\"middle\" fullscreen=\"\" width=\"1425\" height=\"796\" attribution=\"\" endorsement=\"\" class=\"inline\"><\/p>\n<\/div>\n<\/div><figcaption itemprop=\"caption description\" class=\" inline-layout\"><span class=\"credit\" itemprop=\"copyrightHolder\">(Image credit: AMD)<\/span><\/figcaption><\/figure>\n<p>Surprisingly, AMD also says it expected \u201cstrong\u201d double-digit growth in its embedded business, which has traditionally represented the smallest slice of AMD\u2019s revenue pie. In Q2, embedded revenue was $977 million, which is up 19% year-over-year, which AMD attributes to increased demand (perhaps in the realm of physical AI). That means gaming is the smallest part of AMD&#8217;s revenue pie for the moment, and that position seems likely to continue until we see some kind of new discrete GPU or console hardware from the division that might spur upgrades. <\/p>\n<\/article>\n<p style=\"margin-top:1.5em;\"><a href=\"https:\/\/www.tomshardware.com\/tech-industry\/amd-doubles-data-center-revenue-year-over-year-but-gaming-revenue-plunged-by-31-percent-ceo-lisa-su-says-prices-have-weighed-on-consumer-demand-but-is-optimistic-about-client-market\" target=\"_blank\" rel=\"noopener\">Read the full article &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jake Roach &bull; August 4, 2026<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-14848","post","type-post","status-publish","format-standard","hentry","category-it-hardware"],"_links":{"self":[{"href":"https:\/\/news.theck1.no\/index.php?rest_route=\/wp\/v2\/posts\/14848","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.theck1.no\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.theck1.no\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.theck1.no\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news.theck1.no\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=14848"}],"version-history":[{"count":0,"href":"https:\/\/news.theck1.no\/index.php?rest_route=\/wp\/v2\/posts\/14848\/revisions"}],"wp:attachment":[{"href":"https:\/\/news.theck1.no\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=14848"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.theck1.no\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=14848"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.theck1.no\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=14848"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}