AMD forecast about $17 billion in fourth-quarter sales, roughly 66% above a year earlier. Client and gaming sales fell 8%, but fast AI and server sales outweigh that weakness.
Demand for AI chips and server processors is lifting AMD’s data-center sales together. That gives AMD more than one way to keep expanding. Client and gaming sales fell, and AMD still needs to turn its sales gains into lasting market-share gains and more profit. The two data-center businesses currently carry more weight.
Intel’s data-center and AI sales rose 78%, but its PC-focused group fell 5%, and supply limits may last into next year. The gains and constraints leave its outlook mixed.
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