AMD forecasts it will outsell Intel in Q4 for the first time ever
AMD guides to $17B in Q4 revenue, above Intel's $15.5B midpoint, after record quarterly sales driven by Epyc server chips and Instinct AI accelerators.
What to know
- AMD's Q4 guidance of roughly $17 billion would exceed Intel's own projected $15.5 billion midpoint, marking the first time AMD expects to outsell Intel in a quarter.
- The projected lead is concentrated in data center products (Epyc CPUs, Instinct AI accelerators); AMD's client and gaming business faces double-digit declines heading into 2027.
- Commenters dispute whether this reflects genuine AMD strength in AI/data-center hardware or primarily Intel's weakness and declining competitiveness.
- Some note the milestone is specific to data centers, with Intel reportedly still undercutting AMD on desktop/retail pricing to defend market share.
The dispute Whether AMD's projected Q4 sales lead reflects genuine competitive strength in data-center and AI hardware, or mainly reflects Intel's own weakness and shrinking execution. · positions read across 21 posts and comments
The milestone says more about Intel's decline and missteps than about any newfound AMD strength.
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“That says more about Intel's shambolic efforts than it does about AMD's road to damascus moment.”
mickeyp · Hacker News ↗
This is good news for competition and AMD has earned it after years of better price/performance.
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“Love them or hate them, from a customer's point of view AMD is the only company in a position to stand up to NVIDIA in the GPU market and force those sky-high prices down a bit.”
esFran · Hacker News ↗
The sales lead is almost entirely a data-center/AI accelerator story, not a broad-based AMD win over Intel.
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“AMD has an entire division dominating in HPC and #2 close behind nVidia in datacenters with extremely good margins. Over half their revenue is from those segments.”
FuriouslyAdrift · Hacker News ↗
How it unfolded 3 developments, newest first · click a bar or a number to jump articlespostscomments
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HN thread debates whether the milestone reflects AMD strength or Intel decline
A large Hacker News discussion (hundreds of comments) forms around the Tom's Hardware report, with commenters disputing whether AMD's projected lead is driven by genuine data-center/AI strength or by Intel's weakness, and discussing AMD's reliance on Instinct accelerators and Epyc CPUs.
“That says more about Intel's shambolic efforts than it does about AMD's road to damascus moment.”
— mickeyp -
>That says more about Intel's shambolic efforts than it does about AMD's road to damascus moment.This actually say more about Intel's heroic efforts in defending its turf.I seriously doubt Intel has anything countering Instinct AI accelerators in terms of revenue slice. Which means despite Instinct AI accelerators having extra revenue, AMD's CPU…
2 more of the top 3 · 21 posts in this stretch
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AMD is doing 5 day RTO for almost everyone with 3 months of notice in an obvious attempt to get people to quit before vesting their 5x stock grants.The rule includes >90% of "remote" workers who have discovered they were classified as hybrid (a classification now eliminated) and their manager didn't make it official. Now, remote approvals are SVP…
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I never understood why some fraction of technologists seem convinced that Optane was this amazing thing that would've been awesome if only Intel hadn't killed it.It never made sense. It's slower than RAM, and what do I get for it? Persistence? I don't want persistent RAM, I like the ability to reboot to solve problems, and storing stuff on a…
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Reports detail client and gaming weakness alongside the data-center surge
Coverage notes that while AMD's data-center business is surging, its client and gaming segment faces double-digit declines heading into 2027, with client hardware sales declining only slightly for now.
“AI boom drives record quarterly revenue, but client and gaming business faces double-digit declines going into 2027…”
— Tom's Hardware -
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AMD guides to $17B in Q4 revenue, above Intel's projection
AMD's Q4 guidance of about $17 billion would exceed Intel's own projected $15.5 billion midpoint, meaning AMD expects to outsell Intel in a quarter for the first time in its history.
“AMD Is Set To Out-Earn Intel For The First Time In Its History, Guiding To $17 Billion In Q4 Revenue Against Intel's $15.5 Billion Midpoint Projection…”
— Wccftech -
first by HN Best, 4d ago · also HN Frontpage, Tom's Hardware
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first by Mastodon, 4d ago
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background
AMD reports record quarterly revenue — AMD reported its highest quarterly revenue ever late Tuesday, driven by strong demand for its Epyc data center processors and Instinct AI accelerators.
What people are saying 17 voices from 1 site · best of 21 · verbatim
- How much of AMD's lead is specific to data centers versus retail, where Intel reportedly still undercuts AMD on price?
- How durable is AMD's reliance on Taiwanese fabs given geopolitical risk?
- Could both AMD and Intel become obsolete if the industry shifts away from x86?
- Nov 4
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Love them or hate them, from a customer's point of view AMD is the only company in a position to stand up to NVIDIA in the GPU market and force those sky-high prices down a bit. I'm eagerly waiting for their new models, now backed by a much more mature and well-thought-out ROCm.I'm not joking. I'm running a Maxwell-era NVIDIA card, and on Linux…
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For what it's worth, AMD is very actively pushing GPU hardware, particularly towards the hyperscalers. From what I've seen, they're really focusing in on the large quantity end users (your OpenAI, Meta, etc. types), presumably because they'll have the technical expertise and willingness to collaborate with them on issues as long as the GPUs are…
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Why must every company pivot to squeeze what they can out of every tech trend at the expense of everything else they do?AMD makes excellent CPUs and GPUs, I'm ecstatic with the products I have purchased from them, and they are now beating their biggest competitor and profiting billions every year. What more do you want? Isn't this enough for a…
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The vibes I'm getting are that x86 is on its way out - I'm thinking both Intel and AMD risk becoming obsolete if they keep focusing on x86 chips.Anyone with insight into the industry know how much institutional knowledge would be relevant still with an ISA switch?
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This is surprising news to me, for some reason I assumed AMD has been outselling AMD for at least the past 5 years.
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In Data Centres. Not in retail where Intel is still undercutting AMD's desktop processors in price, to retain its market share ... It's a tactic that Intel has repeatedly used against AMD, but I don't think I've ever seen equivalent Intel processors cheaper than AMDs offering ever. I guess now it has government backing, it feels it can take more…
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makes sense, look at $INTC vs $AMD, I have been and always will be an AMD fanboy
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AMD has an entire division dominating in HPC and #2 close behind nVidia in datacenters with extremely good margins. Over half their revenue is from those segments. Not a lot comes from consumer devices right now. That's why they did so well against Intel right now. Intel is the one that is failing in those markets.
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AMD relies on geopolitically dicey Taiwanese fabs. Why is nobody else worried about this? Berkshire divested all TSMC investments a few years ago so at least they're worried.
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F in chat to my Intel investments, their stock price is doing bad right now. And now they're also cutting off B580, what unfortunate times. Nova Lake, where are you?
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AMD has their Strix/Gorgon Halo as a competitor to DGX Spark, which is at least in the ballpark in terms of bandwidth, and being x86 has some compatibility benefits.If you wanted a GPU with 32GB of memory for AI tasks, the AMD AI Pro R9700 was (up until about a month ago) reasonably priced at ~$1300. It's not a RTX 5090 in terms of bandwidth and…
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Not to forget AMDs dominance in performance per dollar in CPUs of any variety up until very recently on basically all fronts. Consumer, handheld/low power, server, you name it.Intel finally has really great low power/budget answers, but still loses greatly to 3d cache chips on most workloads.
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AMD specifically calls out high sales of Instinct products as leading the sales growth. I wonder how their Epyc and Ryzen lines compare to Intels Xeon and Core lines. AMD's Instinct sales are practically nothing compared to competing Nvidia products, but no one† buys Intel Arc accelerators, so that may be the main reason AMD is beating…
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Good. I was bitten by Intel's voltage issues in their 13th gen CPUs. Then again in the 14th gen replacement. They appear bloated, complacent and I hope AMD eats their lunch.
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Having strong competition between the CPU vendors is always a good thing. AMD has made mistakes, but it's hard to argue they don't deserve to outsell Intel for a change.
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AMD is reaping the reward of pragmatism, their best gaming CPU skus often have 8 full cores with a large cache for desktops plugged into a wall outlet.Intel has been chasing higher and higher core counts which look good on spec sheets and dazzle in rarely utilized workloads, but said core counts do nothing to run the apps and games that most…
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I have avoided Intel products since the time some law enforcement forensic team used DCILeech to read the RAM of my server hosted at Hetzner and extracted a LUKS key from it. That was a lifelong lesson. There is no guarantee AMD won't come up with similar shenanigans like Intel's DCI soon and of course we don't know what PSP does behind the…