AI Demand Fuels Record Earnings for AMD and Nvidia Partners Amid Gaming Sales Decline

AMD's AI Boom Is Lifting Earnings as Memory Costs Hit PCs

11/05/2026

AMD expects its Data Centre business to account for more than 80% of revenue in 2027, even as it prepares for a weaker PC market.

Bloomberg

Nvidia Partner Hon Hai’s Sales Rise 46% Thanks to AI Demand

11/05/2026

Hon Hai Precision Industry Co. reported a 46% jump in October sales, reflecting resilient demand for the Nvidia Corp. servers central to a global AI infrastructure build-out.

TechSpot

AMD posts record $13.4 billion revenue as AI boom fuels growth, but gaming sales are down 40%

11/04/2026

The data center segment, which includes both product lines, produced $8.5 billion of the total, or about 63% of net revenue. AMD expects to set another record next quarter with about $17 billion...

CNBC

AMD beats on earnings as data center revenue nearly doubles on soaring sales of AI chips

11/04/2026

AMD reported better-than-expected third-quarter results, driven by booming sales of AI chips

TechPowerUp

AMD Guidance Points to Its First Quarter Ever With More Revenue Than Intel

11/04/2026

AMD looks set to bring in more quarterly revenue than Intel for what appears to be the first time ever. Alongside its record Q3 2026 results, AMD guided Q4 revenue to approximately $17 billion,...