# AMD Poised to Overtake Intel in x86 Processor Revenue AMD projects record-breaking quarterly revenue, signaling a historic shift in x86 market dominance. - **Source:** [www.theregister.com - Articles](https://brifing.si/source/2c34ea50-d341-4a10-925d-12c012a9ad10) - **Published:** 2026-11-04 - **Topic:** [Business](https://brifing.si/c/business) - **Original article:** - **On Brifing:** https://brifing.si/s/a92e7b1f-7587-4d54-a9fb-768b45b93ef9 ## Historic Revenue Milestone Approaching AMD has forecasted revenue of approximately 17 billion dollars for the upcoming quarter, positioning the company to surpass Intel in x86 processor sales. This shift marks a significant turning point in the competitive landscape, as AMD transitions from a long-term challenger to the dominant vendor in the core x86 silicon market segment. ## Data Center Segment Dominance The company reported a massive 97 percent year-over-year revenue increase in its Data Center segment, reaching 8.5 billion dollars. This performance was the primary driver behind AMD's total quarterly revenue of 13.4 billion dollars, representing a 45 percent growth rate compared to the same period in the previous fiscal year. ## Client and Gaming Performance While overall client and gaming segment sales declined by eight percent to 3.7 billion dollars, specific sub-segments showed resilience. PC chip sales actually rose seven percent to 2.9 billion dollars, fueled by strong demand for Ryzen mobile processors, particularly within large enterprise environments adopting Ryzen PRO PCs for their global employee bases. ## Strategic Enterprise Market Focus AMD is increasingly targeting high-value corporate buyers in the banking, automotive, and healthcare sectors. By focusing on these large-scale enterprise deployments rather than retail or small business segments, the company aims to secure steadier revenue streams and higher profit margins, effectively taking the most lucrative portions of the current PC market. ## Supply Chain Capacity Scaling CEO Lisa Su confirmed that AMD has secured necessary wafers, substrates, and advanced packaging components to meet aggressive growth targets. The company is deepening collaborations with supply chain partners and investing directly in long-term capacity to ensure that production can scale alongside the projected doubling of data center CPU business demand. ## Aggressive Growth Projections AMD expects the overall company to grow by more than 80 percent in 2027. Projections indicate that the data center AI business will significantly more than double, while the data center CPU business is expected to double. These targets reflect management's confidence in sustaining exceptional revenue growth and accelerating earnings for years. ## Intel Competitive Context Intel provided revenue guidance of 15 to 16 billion dollars for the next quarter, indicating almost zero growth. While Intel maintains higher overall revenue due to its foundry operations, AMD is effectively outpacing them in chip sales. AMD has also solidified its position as the server CPU technology leader against Intel. ## Market and Investor Response Following the earnings call and the positive revenue outlook, AMD's share price rose by approximately five percent in after-hours trading. Investors are responding to the company's ability to maintain momentum in both CPU and AI sectors, viewing the shift in x86 leadership as a validation of AMD's long-term strategic execution. ## 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._