AMD doubles data center revenue year over year, but gaming revenue plunged by 31% — CEO Lisa Su says prices have 'weighed on' consumer demand but is 'optimistic' about client market ⁠62%

By Jake Roach⁠9%

8/4/2026, 3:03:07 PM

BS Summary: This article contains 17 faulty reasoning types, including Optimism Bias, Hasty Generalization, and Confirmation Bias, with Biased Writer Voice as the most egregious example at 27.3% saturation with 150 hits. Analysis detected 890 faulty-reasoning hits from 550 analyzed words, generating a BS Score of 49.1% and a BS Rank of ⁠62% (11,675 of 30,584 articles). This article is worse (more manipulative) than 61.80% of the article peer group.

AMD’s Q2 2026 financial results show record revenue across the business, but gaming is contributing less and less to that overall pie. 
Overall, AMD’s Q2 revenue was $11.5 billion, up 50% year-over-year and up 13% quarter-over-quarter. 
In AMD’s gaming segment, however, it saw $779 million in revenue, down 31% YoY due to “lower semi-custom revenue,” according to AMD’s press release. 
That’s not a new story, as AMD has continually pointed to the late stage of the console lifecycle as the driving force behind declining gaming revenue. 
CEO Lisa Su, however, also says revenue is declining due to rising component costs. 
“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,” Su said. 
Earlier this year, AMD said that it expected a 20% decline in gaming revenue in the second half of the year, which is reaffirmed in its Q2 2026 earnings call. 
“[We expect] a modest decline in our client gaming segment, with slight growth in client offset by strong double-digit decline in gaming,” said AMD's Jean Hu, executive vice president and Chief Financial Officer. 
Despite these declines, Su says she's 'optimistic' about the future of AMD's client CPU business, particularly when it comes to AI PCs. 
"I think AI PCs will become more important as it relates to our client business in 2026. 
I think our first half performance has been very strong, and although we are expecting that the market will decline in the second half, the market's actually held up, you know, better than you know most people would have thought," said Su. 
Despite a large decline in gaming revenue, AMD’s overall client business (including gaming) brought in $3.8 billion, up 6% year-over-year. 
Su says this is due to strong demand for Ryzen CPUs, but also increased market share for Ryzen PRO chips. 
“Commercial adoption continued to expand in the quarter, with Ryzen PRO sales growing more than 50% year over year as we closed new wins with large healthcare, technology, automotive, and financial services companies,” Su said. 
Declining gaming revenue has been massively offset by increasing data center revenue, unsurprisingly. 
AMD’s data center revenue is up 107% year-over-year, representing $6.7 billion of revenue. 
AMD expects that the data center will continue growing the business in the next quarter, as well. 
“We expect [Q3] revenue to be approximately $13 billion plus or minus $300 million, at the middle point of our guidance, revenue is expected to be up 41% year over year, driven by very strong double-digit growth in our data center segment,” said Hu. 
Surprisingly, AMD also says it expected “strong” double-digit growth in its embedded business, which has traditionally represented the smallest slice of AMD’s revenue pie. 
In Q2, embedded revenue was $977 million, which is up 19% year-over-year, which AMD attributes to increased demand (perhaps in the realm of physical AI). 
That means gaming is the smallest part of AMD's revenue pie for the moment, and that position seems likely to continue until we see some kind of new discrete GPU or console hardware from the division that might spur upgrades. 
Article reasoning-pattern comparisonThis article: 11.1%Jake Roach: 1.1%Tom's Hardware: 2.9%Confirmation Bias11.1%This article: 0.0%Jake Roach: 0.7%Tom's Hardware: 1.9%Anchoring Bias0.0%This article: 4.4%Jake Roach: 1.0%Tom's Hardware: 2.9%Availability Heuristic4.4%This article: 0.0%Jake Roach: 0.3%Tom's Hardware: 0.9%Representativeness Heuristic0.0%This article: 5.5%Jake Roach: 2.1%Tom's Hardware: 0.9%Hindsight Bias5.5%This article: 7.6%Jake Roach: 1.4%Tom's Hardware: 2.5%Overconfidence Bias7.6%This article: 9.3%Jake Roach: 2.7%Tom's Hardware: 6.4%Framing Effect9.3%This article: 3.6%Jake Roach: 0.2%Tom's Hardware: 0.7%Loss Aversion3.6%This article: 9.6%Jake Roach: 0.3%Tom's Hardware: 0.6%Status Quo Bias9.6%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.2%Sunk Cost Effect0.0%This article: 18.2%Jake Roach: 1.9%Tom's Hardware: 4.5%Optimism Bias18.2%This article: 0.0%Jake Roach: 1.1%Tom's Hardware: 2.2%Pessimism Bias0.0%This article: 10.0%Jake Roach: 3.0%Tom's Hardware: 5.5%Negativity Bias10.0%This article: 6.0%Jake Roach: 0.7%Tom's Hardware: 1.1%Self-Serving Bias6.0%This article: 0.0%Jake Roach: 1.9%Tom's Hardware: 0.8%Fundamental Attribution Error0.0%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.1%Actor-Observer Bias0.0%This article: 0.0%Jake Roach: 0.3%Tom's Hardware: 0.4%In-Group Bias0.0%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.2%Out-Group Homogeneity Bias0.0%This article: 0.0%Jake Roach: 0.9%Tom's Hardware: 1.9%Halo Effect0.0%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.0%Horn Effect0.0%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.0%Dunning-Kruger Effect0.0%This article: 7.6%Jake Roach: 1.1%Tom's Hardware: 1.5%Recency Bias7.6%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.4%Primacy Effect0.0%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.1%Blind-Spot Bias0.0%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.2%Ad Hominem0.0%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.1%Straw Man0.0%This article: 0.0%Jake Roach: 1.2%Tom's Hardware: 3.8%Appeal to Authority0.0%This article: 0.0%Jake Roach: 0.6%Tom's Hardware: 1.5%False Dilemma0.0%This article: 7.3%Jake Roach: 0.2%Tom's Hardware: 0.8%Slippery Slope7.3%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.1%Circular Reasoning0.0%This article: 11.8%Jake Roach: 2.7%Tom's Hardware: 4.8%Hasty Generalization11.8%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.3%Red Herring0.0%This article: 0.0%Jake Roach: 0.3%Tom's Hardware: 0.7%Bandwagon0.0%This article: 0.0%Jake Roach: 1.5%Tom's Hardware: 2.3%Appeal to Emotion0.0%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.6%Begging the Question0.0%This article: 9.1%Jake Roach: 2.4%Tom's Hardware: 3.1%Post Hoc (False Cause)9.1%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.1%Tu Quoque0.0%This article: 0.0%Jake Roach: 0.2%Tom's Hardware: 0.5%Burden of Proof0.0%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.2%Appeal to Nature0.0%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.5%Composition/Division0.0%This article: 0.0%Jake Roach: 0.8%Tom's Hardware: 1.7%Anecdotal0.0%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.1%No True Scotsman0.0%This article: 4.5%Jake Roach: 1.0%Tom's Hardware: 2.5%Ambiguity (Equivocation)4.5%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.0%Gambler’s Fallacy0.0%This article: 0.0%Jake Roach: 0.2%Tom's Hardware: 0.1%Middle Ground0.0%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.0%Personal Incredulity0.0%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.2%Special Pleading0.0%This article: 0.0%Jake Roach: 0.1%Tom's Hardware: 0.0%Genetic Fallacy0.0%This article: 8.9%Jake Roach: 1.0%Tom's Hardware: 1.9%Unattributed Quote8.9%This article: 0.0%Jake Roach: 0.5%Tom's Hardware: 0.7%Quote-first Misdirection0.0%This article: 27.3%Jake Roach: 1.9%Tom's Hardware: 5.4%Biased Writer Voice27.3%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.8%Indoctrination0.0%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.1%Politically Left Leaning Bias0.0%This article: 0.0%Jake Roach: 0.0%Tom's Hardware: 0.0%Politically Right Leaning Bias0.0%This article: 0.0%Jake Roach: 0.5%Tom's Hardware: 2.4%Attempt to Sell a Product or S…0.0%

550 words analyzed.

Speakers

3speakers53%attributed speech258writer words
Selected voice

Lisa Su

78%flagged-word coverage
174 attributed words60% of attributed speech90% writer coverage
0%30.0%60.0%Biased Writer Voice-58.1 ptsWriter: 58.1%Lisa Su: 0.0%0.0%Unattributed Quote-9.7 ptsWriter: 9.7%Lisa Su: 0.0%0.0%

Attribution is sentence-level. Pattern percentages are calculated only from words assigned to that voice.

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Analysis

Hover over highlighted words in the article to view the associated bias or fallacy analysis.