BusinessLead story
AMD data center revenue doubles to $6.7B as AI demand overtakes gaming
The Data Center segment now accounts for 58% of AMD's business, while gaming revenue slid 31% to $779M year-over-year.
Jaeden SchaferEditor in Chief4 min read
AI CHAT/Daily
Saturday, October 3, 2026Subscribe
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Lisa Su
Every story tagged Lisa Su on AI Chat Daily.
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Models
AMD unveils Helios rack system to challenge Nvidia in AI data centers
Lisa Su calls Helios the highest-performance AI rack, with OpenAI, Meta, Oracle, Anthropic, and Microsoft lined up to deploy it at gigawatt scale.
Jaeden Schafer5 min read
Business
AMD commits up to $5 billion to Anthropic in 2-gigawatt chip deal
Anthropic will deploy 2 gigawatts of AMD Instinct MI450 GPUs starting in 2027, adding a second major silicon supplier alongside Nvidia.
Jaeden Schafer5 min read
Business
AMD commits $10B to Taiwan's AI chip ecosystem as shares double
The investment targets advanced packaging and manufacturing for Helios, AMD's AI server system shipping in H2 2026.
Jaeden Schafer5 min read
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