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AMD’s AI engine shifts into higher gear as data center revenue more than doubles, Helios ramps & market is confused

Advanced Micro Devices Inc. reported 107% year-over-year growth in data center revenue for the second quarter, beating Wall Street expectations and reinforcing its position as a challenger in AI infrastructure. The Santa Clara, California-based chipmaker's results highlight the rapid expansion of its AI engine business.

read1 min views1 publishedAug 4, 2026

Advanced Micro Devices Inc. delivered another strong quarter Tuesday, beating Wall Street expectations as its artificial intelligence infrastructure business continued its rapid expansion. The company posted 107% year-over-year growth in data center revenue, reinforcing that AMD is becoming a formidable challenger in the race to power enterprise AI. The Santa Clara, California-based chipmaker reported second-quarter […]

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