AMD will share its earnings today, and investors are looking for big growth in Data Center sales.

Nov 3, 2026, 8:52 AM ETResultsRead the original at Benzinga

Neutral

AMD has not reported the quarter yet. Data center growth and last quarter's beat are balanced by gaming sales expected down 49%, lower AI profit margins during the ramp, and no fourth-quarter forecast.

AMD · Advanced Micro Devices Inc.

AI read · Neutral

The AI's read

Data center sales are expected to rise, last quarter beat estimates, and Helios racks are installed at Meta. But gaming sales are expected to fall, and AMD says AI sales will bring lower profit margins during the ramp. The next-quarter forecast is unknown, and the story gives no sales payoff for AMD's $1 billion Meta investment. This preview does not change how we read AMD's business.

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