# AMD Beats Expectations with AI Data Center Growth

> AMD's data center revenue doubles as agentic AI boosts chip demand.
- Title: AMD Beats Expectations with AI Data Center Growth | Shortify
- Summary: AMD's data center revenue doubles as agentic AI boosts chip demand. AMD's data center revenue grew 45% year-over-year to $13.38 billion, with AI-driven…
- Keywords: amd, data center, agentic ai, revenue growth, nvidia, muse, helios, anthropic, openai, microsoft, oracle, meta
- Source: SiliconANGLE — https://siliconangle.com/2026/11/03/amd-beats-expectations-as-agentic-ai-sparks-its-data-center-revenue-growth-engines
- Author: Mike Wheatley
- Published: 2026-11-04T01:43:41+00:00
- Read time: 1 min
- Topics: amd, data center, agentic ai, revenue growth, nvidia, muse, helios, anthropic, openai, microsoft, oracle, meta
## AMD Earnings Report
AMD's shares rose over 5% after delivering solid third-quarter earnings and revenue.
## Earnings Beat
AMD reported earnings before certain costs of $2.09 per share, beating Wall Street's forecast of $1.95.
## Revenue Growth
Revenue jumped 45% year-over-year to $13.38 billion, exceeding the $13.09 billion analyst estimate.
## Data Center Surge
Data center sales accounted for 64% of AMD's revenue, up from 47% a year ago.
## Agentic AI Boost
Agentic AI applications like Meta's Muse are driving demand for AMD's CPUs over Nvidia's GPUs.
## Future Projections
AMD expects server revenue to double year-over-year in fiscal 2027 with AI growth accelerating.
## Helios Systems
AMD's Helios rack-scale systems are adopted by Meta, Microsoft, Oracle, and Anthropic.
## Meta Investment
Meta deployed AMD's first Helion racks after AMD invested $1 billion in its equity offering.
## Anthropic Investment
AMD committed $5 billion to Anthropic ahead of its upcoming IPO.
## Supply Chain Confidence
AMD secured supply chain partners in Taiwan to support increased production next year.
## Investor Reassurance
eMarketer analyst Jacob Bourne sees AMD's results as a test of AI industry performance.
## Key takeaway

AMD's data center revenue grew 45% year-over-year to $13.38 billion, with AI-driven demand accelerating.