AMD 数据中心业务营收翻倍至 67 亿美元，游戏业务下滑 31%

受对人工智能算力需求的推动，AMD 在最新的财报中，数据中心收入同比增长超过一倍：https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results，达到 67 亿美元。相比第一季度的 58 亿美元：/tech/924889/amds-revenue-jumps-38-percent-from-last-year-as-q1-data-center-sales-hit-5-8-billion，同比增长 107%，高于去年同期报告的 32 亿美元。

与此同时，AMD 的游戏收入同比下降 31%，降至 7.79 亿美元，因为价格上涨和零部件短缺减缓了 Xbox Series X / S、PS5 和 Valve 的 Steam Deck 的销售。

“由于数据中心业务持续强劲，本季度收入同比增长 50% 至创纪录的 115 亿美元，其中数据中心业务占公司收入的 58%，”AMD 首席财务官 Jean Hu 写道。整体 PC 和游戏业务收入同比增长 6%，得益于 Ryzen 处理器销售，客户端收入增长了 23%。

“人工智能正在推动所有市场的计算需求显著扩张，而我们的领先产品组合和不断增长的客户可见性使我们能够极好地抓住这一扩展的机会，并在未来几年实现可观的收入和盈利增长，”AMD 首席执行官 Lisa Su 表示。

Driven by demand for AI capacity, AMD’s data center revenue more than doubled year-over-year in its latest earnings report：https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results, reaching $6.7 billion. That’s up from $5.8 billion in Q1：/tech/924889/amds-revenue-jumps-38-percent-from-last-year-as-q1-data-center-sales-hit-5-8-billion, and jumping 107 percent from the $3.2 billion it reported for the same period a year ago.

At the same time, AMD’s gaming revenue fell 31 percent compared to last year, to $779 million, as price hikes and component shortages slowed sales for the Xbox Series X / S, PS5, and Valve’s Steam Deck.

“Revenue increased 50 percent year-over-year to a record $11.5 billion, driven by continued strength in our Data Center business, which represented 58% of company revenue in the quarter,” wrote AMD CFO Jean Hu. Its overall PC and gaming business revenue grew six percent compared to last year, with Client revenue up 23 percent thanks to Ryzen processor sales.

“AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead,” said AMD CEO Lisa Su.