WORLDTECHAMD Guides Q4 Revenue Above Intel's, Set to Be First Quarter Ahead
AMD appears set to book more quarterly revenue than Intel for what would be the first time, according to TechPowerUp. The chipmaker's guidance for the fourth quarter sits above the range Intel has given for its own.
AMD's guidance and Intel's outlook
AMD guided fourth-quarter revenue to approximately $17 billion, plus or minus 3%, which is roughly $16.5 billion to $17.5 billion. The guidance accompanied the company's record results for the third quarter of 2026.
Intel, by comparison, expects revenue of between $15 billion and $16 billion for the same quarter. Even the bottom of AMD's range is above the top of Intel's, so unless either company misses its guidance by a wide margin, the reversal looks effectively settled, TechPowerUp reports.
Data center drives the growth
Most of AMD's growth comes from its data center business, which runs the computers behind online services. The company's Data Center segment reached a record $8.5 billion in the third quarter, up 97% year over year.
TechPowerUp attributes that result to strong demand for AMD's EPYC processors and the launch of the Instinct MI450 Series GPUs, chips designed for many calculations at once and used for graphics and AI, within its Helios racks.
Who the companies are
AMD is an electrical and semiconductor company based in Sunnyvale, whose products include graphics processing units. Intel is a semiconductor and electrical company based in Santa Clara.
Open questions
- Will AMD's revenue for the fourth quarter land within its guided range?
- Will Intel's actual fourth-quarter revenue fall within its own forecast?