News from the IT family on November 5th: Technology media Tom's Hardware reported yesterday (November 4th) that AMD officially estimated that its revenue for the fourth quarter of the fiscal year 2026 (December 28, 2025, to December 26, 2026) (September 26, 2026, to December 26, 2026) is expected to surpass that of Intel for the first time.

According to the inquiries from IT and the performance guidance ( guidance ) officially released by Intel, AMD predicts revenue of approximately $17 billion for the fourth fiscal quarter, a year-on-year increase of about 66% and a quarter-on-quarter increase of about 27%; Intel estimates revenue for the fourth fiscal quarter (September 26, 2026, to December 26, 2026) to be between $15 billion and $16 billion.

If this expectation comes true, it will mark a significant turning point in the landscape of the x86 chip industry, according to this media source. The strong performance of AMD mainly comes from its data center business, which currently accounts for 64% of its revenue. The demand for its EPYC server processors and Instinct AI accelerators has nearly doubled year-on-year, becoming the core driving force to offset the pressures in the consumer market.

As the training, inference, and cloud computing demands for AI continue to expand, data center chips are replacing traditional PC processors and becoming the most important growth engine for AMD. The profitability of AMD has also continued to improve due to the increased proportion of high-value-added data center products.

However, AMD is not experiencing overall success. Affected by rising memory prices and industry headwinds, the sales of its products for client-side systems have only seen a slight decline. Nevertheless, the company expects that by 2027, both the client-side and gaming businesses may face double-digit declines.