AMD expects to outsell Intel in Q4 for the first time in history

Re:AMD expects to outsell Intel in Q4 for the first time in ... by kcb on Wednesday November 04, 2026 @05:53PM (#50372591)

What are we talking about in this thread. This post is literally about AMD revenue going wild during the AI boom.

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Re:AMD expects to outsell Intel in Q4 for the first time in ... by halJordan on Wednesday November 04, 2026 @10:04PM (#50374634)

Ok, I'm glad I'm not the crazy one. I wondered for a second lol

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Re:AMD expects to outsell Intel in Q4 for the first time in ... by ckastner on Thursday November 05, 2026 @07:25AM (#50378277)

> This post is literally about AMD revenue going wild during the AI boom.

You mean going mild.

The $17bn that AMD is projecting to make mid-2026 is what NVIDIA was already making mid-2023.

Both companies were somewhat similar in revenue towards the end of 2022 (just before/around the ChatGPT launch).

That's what the GP meant by "sitting out a generational AI boom".

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Re:AMD expects to outsell Intel in Q4 for the first time in ... by expedition32 on Thursday November 05, 2026 @11:48AM (#50381355)

And when the boom goes bust guess who will still be around chugging along?

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