GoKawiilAMD CEO Lisa Su calls company 'data center-first' as gaming revenue falls 40%
AMD CEO Lisa Su said in a Yahoo Finance interview that AMD now identifies primarily as a data center company, with that segment making up about 63% of its record $13.4 billion Q3 2026 revenue, up 97% year-over-year. Meanwhile, AMD's gaming revenue dropped 40% from a year earlier to $773 million, which Su attributed largely to AI data centers consuming memory and components and driving up GPU prices.
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The shift suggests AMD, like Nvidia, is prioritizing AI infrastructure customers over the consumer gaming market that once defined its GPU business, which could mean continued price pressure or reduced attention on gaming hardware. Su's comments defending heavy AI infrastructure spending, calling market skepticism 'short-sighted,' indicate the company is betting on sustained long-term demand even as some investors question near-term returns on such investment.
- AMD's data center revenue drove 63% of a record $13.4 billion Q3 2026 total, up 97% year-over-year.
- Gaming revenue fell 40% year-over-year to $773 million, which Su linked to AI-driven component shortages and price hikes.
- Su projects data center revenue will grow 50% sequentially into Q4 and more than double over the next year.
AMD Radeon RX 7800 XT — With AMD pivoting hard toward data centers and gaming GPUs getting squeezed, grabbing a current-gen Radeon card while they're still being made is a smart move for PC gamers. The RX 7800 XT offers strong 1440p gaming performance and represents the kind of consumer GPU that may see less attention as AMD leans into AI and server chips.
See AMD Radeon RX 7800 XT on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: techspot.com — Rob Thubron, 2026-11-06
Published there as: “After AMD's gaming revenue crashes 40%, CEO Lisa Su declares "We are a data center-first company"”
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