AMD Expects To Outsell Intel For the First Time
AMD expects its fourth-quarter revenue to reach roughly $17 billion, potentially surpassing Intel’s projected $15 billion to $16 billion and putting AMD ahead of its longtime rival in quarterly sales for the first time. The milestone is being driven largely by booming demand for Epyc server processors and Instinct AI accelerators, with AMD’s data center business already accounting for 64% of revenue and expected to exceed 80% in 2027. Tom’s Hardware reports: For those of our readers who have been following the CPU market in general as well as AMD and Intel in particular for decades, arguably the most earth-shattering part of AMD’s earnings report is its outlook for the fourth quarter. The company expects revenue of approximately $17 billion, plus or minus 3%, which implies a 66% year-over-year increase and 27% sequential growth at the midpoint. In contrast, Intel expects fourth-quarter revenue of $15 billion to $16 billion amid weakening PC demand and manufacturing capacity constraints.
If AMD meets its guidance, its quarterly sales will surpass those of its considerably bigger rival Intel for the first time in history. In fact, AMD will not only leave Intel formally behind, but its projected advantage will be approximately $1.5 billion at the midpoint of both companies’ forecasts, which is a tangible lead. The development reflects the companies’ increasingly different positions on the market: AMD is rapidly expanding its data center CPU and AI accelerator businesses, while Intel continues to depend heavily on PC and enterprise server processors, which sales face headwinds due to high memory prices and components shortages.
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