AMD is experiencing a period of unprecedented growth, and its CEO, Dr. Lisa Su, anticipates this momentum will continue. Despite already achieving record-breaking sales, the company is poised to expand its market dominance even further, defying expectations in a competitive landscape.
The third quarter of 2025 saw AMD’s Client and Gaming segment generate $4 billion in revenue from processors, CPUs, and chips for gaming consoles. However, it was the data center business that truly shone, pulling in a remarkable $4.3 billion – a figure fueled by the insatiable demand for artificial intelligence solutions.
The surge in data center revenue was so significant that it overshadowed even AMD’s impressive performance in the PC market. Analysts focused almost exclusively on the AI-driven growth, with no specific questions directed towards the company’s PC business during the earnings call.
This is particularly noteworthy considering the record $2.8 billion generated by AMD’s client business, driven by CPU sales. Dr. Su highlighted the exceptional performance of the Ryzen 9000 processors, noting their unmatched capabilities in gaming, productivity, and content creation.
AMD’s desktop CPU market share has jumped nearly 10 percentage points in the last year, and the company is strategically investing to accelerate this growth. The strength of the Ryzen portfolio, broader platform support, and increased market reach are key components of this strategy.
Surprisingly, Ryzen notebooks also experienced a substantial increase in sales during the quarter. This is a significant development, as Intel traditionally holds a dominant 80-20 market share in the notebook sector, and AMD is actively challenging that long-standing position.
While less discussed, AMD’s GPU business also demonstrated strong growth, with revenue and channel sales boosted by the Radeon 9000 series. The FSR4 technology, utilizing upscaling and AI frame generation, now enhances performance in over 85 games.
Increased console production from Microsoft and Sony provided an additional revenue stream through AMD’s semi-custom business. However, the company anticipates a decline in gaming revenue following the peak holiday sales season.
Overall, AMD’s second-quarter revenue reached $9.2 billion, a 36 percent increase year-over-year, with net income climbing 31 percent to $1.243 billion. These figures underscore the company’s remarkable trajectory and its growing influence in the technology industry.
