AMD on track to overtake Intel as biggest x86 outfit

AMD has predicted it will win more revenue than Intel in its next quarter, potentially marking the first time it becomes the dominant vendor whose main product is x86 processors.

The house of Zen on Tuesday announced its Q3 2026 results, which saw it grow revenue 45 percent year-over-year to $13.4 billion. The company’s Data Center segment won $8.5 billion of revenue, up 97 percent year-over-year. Sales of silicon in AMD’s client and gaming segment slid eight percent to $3.7 billion, a worse fall than the five percent fall that helped to sink Intel’s share price.

Intel, AMD’s great rival in the x86 market, offered revenue guidance of $15 billion to $16 billion for its next quarter, which would represent almost no growth.

AMD, by contrast, told investors it expects around $17 billion of revenue next quarter.

CEO Lisa Su predicted even better days are ahead.

“We think 2027 is going to be a very strong momentum year for both …