Doanh thu trung tâm dữ liệu của AMD quý 2 tăng gấp đôi, kinh doanh chip AI đang tăng tốc

The Huoxing Finance report states that on August 5, AMD announced its second-quarter 2026 financial results. Data shows that the company’s data center business revenue reached $6.72 billion, up 107% year-over-year and approximately 15.6% quarter-over-quarter, becoming the primary driver of performance growth. AMD’s total revenue for the second quarter was $11.54 billion, up 50% year-over-year and setting a new record, exceeding the market expectation of $11.28 billion; adjusted earnings per share were $1.66, surpassing analysts’ expectations of $1.62. For the third quarter, AMD forecasts revenue of approximately $13 billion, with a $300 million range, higher than the market expectation of $12.52 billion; adjusted gross margin is expected to be around 56%. In the AI business, AMD is accelerating its challenge to NVIDIA’s leadership in the AI chip market. CEO Lisa Su stated that the second-generation Helios AI servers equipped with MI455X accelerators and TSMC’s “Venice” processors have entered full-scale production and are expected to begin shipping in the coming months. According to reports, AMD will start delivering relevant AI servers to Meta and OpenAI by the end of this quarter. However, after the earnings announcement, AMD’s stock dropped more than 9% in after-hours trading. The market believes that despite strong financial performance and a stock price that has doubled this year, investors are expecting higher growth projections and stronger guidance for the AI business. Additionally, AMD’s gaming business revenue for the second quarter declined 31% year-over-year to $779 million, primarily due to lower sales of Xbox Series X/S, PS5, and Steam Deck, as well as component supply constraints.