# AMD Poised to Overtake Intel in x86 Processor Revenue AMD projects record-breaking quarterly revenue, signaling a historic shift in semiconductor market leadership. - **Source:** [www.theregister.com - Articles](https://www.theregister.com) - **Published:** 2026-11-04 - **Topic:** [Business](https://brifing.si/c/business) - **Original article:** - **On Brifing:** https://brifing.si/s/49e75368-b640-4099-ae9a-51b856c97050 ## Historic Market Shift Imminent AMD anticipates surpassing Intel in quarterly revenue for the first time, specifically within the x86 processor segment. While Intel maintains broader operations through its foundry business, AMD is rapidly closing the gap in chip sales. This potential milestone marks a significant turning point in the long-standing rivalry between these two semiconductor giants. ## Data Center Revenue Surge The company reported Q3 2026 revenue of $13.4 billion, reflecting a 45 percent year-over-year increase. The Data Center segment was the primary driver, contributing $8.5 billion, which represents a massive 97 percent growth. This performance underscores AMD's successful pivot toward high-performance computing and AI-driven infrastructure demands in the current market. ## Contrasting Financial Guidance AMD has provided revenue guidance of approximately $17 billion for the upcoming quarter, signaling strong momentum. In contrast, Intel projected revenue between $15 billion and $16 billion, indicating stagnant growth. This divergence in outlook has fueled investor confidence, resulting in a five percent increase in AMD's share price during after-hours trading. ## Strategic Supply Chain Scaling CEO Lisa Su confirmed that AMD is actively securing necessary components, including wafers, substrates, and advanced packaging. By deepening collaborations with supply chain partners and investing in long-term capacity, the firm aims to support its aggressive growth targets. These measures are designed to ensure that supply can meet the projected demand. ## Enterprise Client Segment Growth Despite an eight percent decline in the broader client and gaming segment, PC chip sales actually rose seven percent to $2.9 billion. Ryzen mobile processors are gaining significant traction among large enterprises, including major banks and automotive firms. This shift toward commercial clients provides AMD with more stable and profitable revenue streams. ## Ambitious 2027 Growth Targets AMD expects the overall company to grow by more than 80 percent in 2027. The firm anticipates its data center CPU business will roughly double, while the data center AI business is projected to more than double. These aggressive targets reflect a sustained focus on capturing high-value segments within the global semiconductor landscape. ## Competitive Positioning Against Rivals While AMD remains second to Nvidia in the GPU market, it has effectively outperformed Intel in server CPU technology. The company is successfully transitioning away from retail and SMB scraps to focus on high-margin corporate buyers. This strategic realignment is crucial for maintaining superior earnings growth compared to its primary x86 competitor. ## Long-term Financial Trajectory The company maintains strong confidence in its ability to sustain exceptional revenue growth for several years. By prioritizing earnings expansion alongside top-line revenue, AMD is positioning itself for long-term dominance. The focus remains on leveraging its technological lead in CPUs to capture larger shares of the enterprise and data center markets. ## Sources covering this story - https://www.theregister.com/systems/2026/11/04/amd-on-track-to-overtake-intel-as-biggest-x86-outfit/5307448 — --- _Summary written by Brifing from the original reporting. Copyright in the original article belongs to its publisher; read the full piece at the link above._