# AMD reports Q2 2026 revenue of $11.5 billion, with data center sales more than doubling

Canonical page: https://technooptimist.io/stories/amd-reports-q2-2026-revenue-of-11-5-billion-with-data-center-sales-more-c14a1fe9
Date: 4 Aug 2026
About: [AMD](https://technooptimist.io/companies/amd.md) · [Instinct MI450 / Helios](https://technooptimist.io/computing/helios.md)
Original source: https://www.hartware.de/2026/08/05/amd-reports-second-quarter-2026-financial-results/

AMD reported second-quarter 2026 revenue of $11.5 billion, up 50% year on year, with data center revenue up 107% to $6.7 billion. The company says its Helios rack-scale AI system is beginning to ramp, and it guided third-quarter revenue to about $13 billion.

## Key facts

- Data center made up 58% of quarterly revenue, driven by EPYC processors and Instinct GPUs.
- Non-GAAP operating income was $3.1 billion.
- Third-quarter guidance is about $13 billion, plus or minus $300 million, with non-GAAP gross margin around 56%.
- Helios customers named include Anthropic, Microsoft, OpenAI, Meta and Oracle; AMD also announced a deal with Anthropic for up to 2 gigawatts of MI450 GPUs in Helios racks.
- Client revenue rose 23% to $3.1 billion, while gaming fell 31% to $779 million on lower semi-custom sales.

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