AMD recently released its Q3 2025 financial results, announcing a remarkable revenue milestone of $9.2 billion. This reflects a significant 36% increase year-over-year and a 20% rise compared to the previous quarter. With a keen focus on innovation, AMD revealed that its cutting-edge 2nm EPYC Venice “Zen 6″CPUs and Instinct MI400 GPUs are poised for launch in 2026.
AMD Reports Q3 2025 Earnings: 36% Revenue Growth and Exciting New Products on the Horizon
In its Q3 earnings announcement, AMD broke down revenues by market segments, highlighting significant growth in various sectors:
- Data Center Segment: Revenue increased to $4.3 billion from $3.5 billion, marking a 22% year-over-year rise.
- Client & Gaming Segment: This segment saw an impressive jump to $4.0 billion from $2.3 billion, illustrating a 73% increase year-on-year.
- Embedded Segment: Revenue slightly dipped to $857 million from $927 million, reflecting an 8% year-over-year decrease.
During the earnings call, CEO Dr. Lisa Su emphasized the advancements of the upcoming EPYC Venice CPUs, which are being manufactured using TSMC’s advanced 2nm process technology. She stated that these processors, which utilize the Zen 6 architecture, are well into lab testing and performing impressively compared to the existing Zen 5 Turin models. Additionally, it’s noteworthy that multiple cloud OEM partners have initiated early deployment of the Venice platforms.
“We remain on track to launch our next-generation 2-nanometer Venice processors in 2026. Venice silicon is in the labs and performing very well, delivering substantial gains in performance, efficiency and compute density. Customer pull and engagement for Venice are the strongest we have seen, reflecting our competitive positioning and the growing demand for more data center compute. Multiple cloud OEM partners have already brought their first Venice platforms online, setting the stage for broad solution availability and cloud deployments at launch.”
— Lisa Su, AMD CEO
On the artificial intelligence front, Dr. Su indicated that the Helios rack scale solutions, featuring the MI400 AI accelerators alongside the Venice CPUs, are gaining traction ahead of their launch next year. The MI400 series promises a remarkable computational output of up to 40 PFLOPs, complemented by 432 GB of HBM4 memory operating at a staggering 19.6 TB/s, positioning AMD as a formidable competitor to NVIDIA’s offerings.
“Our data center AI business is entering its next phase of growth with customer momentum building rapidly ahead of the launch of our next-gen MI400 Series accelerators and Helios rack scale solutions in 2026. The MI400 Series combines a new compute engine with industry-leading memory capacity and advanced networking capabilities to deliver a major leap in performance for the most demanding AI training and inference workloads. The MI400 Series brings together our silicon, software and systems expertise to power Helios, our rack scale AI platform designed to redefine performance and efficiency at data center scale.”
— Lisa Su, AMD CEO
AMD has already secured contracts for the MI400 series with major players including Oracle and the U. S.Department of Energy. These partnerships indicate a robust pipeline for MI450 and MI430X accelerators, with OpenAI also confirming plans to acquire a significant number of AMD GPUs for their ongoing projects.
“Oracle announced they will also be a lead launch partner for the MI450 Series, deploying tens of thousands of MI450 GPUs across Oracle Cloud Infrastructure beginning in 2026 and expanding through 2027 and beyond.”
“The U. S.Department of Energy also selected our upcoming MI430X GPUs and EPYC Venice CPUs to power Discovery, the next flagship supercomputer at Oak Ridge designed to set the standard for AI-driven scientific computing and extend U. S.high-performance computing leadership.”
— Lisa Su, AMD CEO
Turning to the client market, AMD’s Ryzen 9000 Desktop CPUs have achieved record sales, driven by their competitive performance and efficiency. Anticipating a strong presence in the market, the company plans a soft refresh of its high-performing 3D V-Cache CPUs around the upcoming CES, with Zen 6-based Ryzen models expected later in 2026.
“Desktop CPU sales reached an all-time high with record channel sell-in and sellout led by robust demand for our Ryzen 9000 processors, which deliver unmatched performance across gaming, productivity and content creation applications.”
“In gaming, revenue increased 181% year-over-year to $1.3 billion. Semi-custom revenue increased as Sony and Microsoft prepared for the upcoming holiday sales period.”
— Lisa Su, AMD CEO
Moreover, the gaming segment, including AMD’s Radeon GPUs and custom SoC businesses, reported remarkable growth thanks to holiday season promotions. The Radeon RX 9000 GPUs, based on the RDNA 4 architecture, have gained traction and are nearing MSRP pricing, which is expected to bolster gaming revenue in the upcoming quarter.
As AMD continues to innovate, they will be holding their 2025 Financial Analyst Day on November 11th to unveil their latest advancements and future strategies.
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