The Verge70%
AMD’s data center business is booming while gaming takes a backseat 78%
By Stevie Bonifield66%
8/4/2026, 1:57:49 PM
BS Summary: This article contains 20 faulty reasoning types, including Post Hoc (False Cause), Unattributed Quote, and Confirmation Bias, with Optimism Bias as the most egregious example at 35.4% saturation with 95 hits. Analysis detected 788 faulty-reasoning hits from 268 analyzed words, generating a BS Score of 61.5% and a BS Rank of 78% (6,728 of 29,795 articles). This article is worse (more manipulative) than 77.40% of the article peer group.
Driven by demand for AI capacity, AMD’s data center revenue more than doubled year-over-year in its latest earnings report, reaching $6.7 billion.
That’s up from $5.8 billion in Q1, and jumping 107 percent from the $3.2 billion it reported for the same period a year ago.
During Tuesday’s earnings call, AMD CEO Lisa Su said the company expects “data center segment revenue to more than double year-over-year in 2027,” as well.
At the same time, AMD’s gaming revenue fell 31 percent compared to last year, to $779 million, as price hikes and component shortages slowed sales for the Xbox Series X / S, PS5, and Valve’s Steam Deck.
On a call after the earnings were released, Su told analysts that, “Gaming graphics revenue also declined year-over-year, as higher industry-wide component costs contributed to higher graphics card prices and weighed on overall demand.”
“Revenue increased 50 percent year-over-year to a record $11.5 billion, driven by continued strength in our Data Center business, which represented 58% of company revenue in the quarter,” wrote AMD CFO Jean Hu.
Its overall PC and gaming business revenue grew six percent compared to last year, with Client revenue up 23 percent thanks to Ryzen processor sales.
“AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead,” said AMD CEO Lisa Su.
Update, August 4th: Added comments from AMD’s earnings call.
Speakers
2speakers52%attributed speech128writer words
Selected voice
100%flagged-word coverageLisa Su
107 attributed words76% of attributed speech93% writer coverage
Attribution is sentence-level. Pattern percentages are calculated only from words assigned to that voice.
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Analysis
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