AMD data center strategy shift, Digi Mart USA News: Following Intel, AMD has officially confirmed what many observers had already noticed: the consumer market and gaming have moved to the background of the company’s strategy.
The explosion in demand for artificial intelligence is well known. Companies across the computing sector have turned toward the AI revolution, but few have stated it as clearly as Lisa Su, chief executive of the U.S.
company AMD.
In an interview with Yahoo Finance, reported by the site VideoCardz, Su summarized the shift brought by artificial intelligence in a clear statement: “We are a company focused on data centers; that is our profile, and companies need more computing power to run all these applications.”
The comments came only days after AMD published its third-quarter 2026 financial results, which clearly showed the growing importance of AI and data center activity. Su attributed the strategic reorientation to the accelerating adoption of AI, saying the company is responding to demand by increasing its production and supply capacity for these customers.
In the third quarter of 2026, AMD recorded revenue of $8.55 billion from its data center segment. That represents 64% of total revenue of $13.38 billion, meaning nearly two-thirds of the company’s business is linked to AI and associated servers.
Su expressed optimism about the future, announcing an expected 50% increase in data center revenue between the third and fourth fiscal quarters of 2026. She also indicated that the segment could double in 2027, provided demand continues.
AMD is not alone in this reorientation. For several years, NVIDIA has also shown the growing share of data centers relative to gaming.
Recently, Intel announced it would redirect its processor production toward data centers to offset the decline of the personal, or consumer, PC market. The announcement by Su comes amid a difficult environment for AMD’s other businesses.
The gaming segment posted a 40% year-over-year revenue decline in the third quarter of 2026, falling to $773 million.
The combined client and gaming division also weakened, reporting revenue of $3.72 billion, down 8% year over year. Like Intel, AMD anticipates a continued double-digit decline in the personal PC market over the coming year.
Around the time of the U.S. midterm elections, technology stocks in the United States experienced a sharp selloff, and fears of an AI bubble resurfaced.
Asked about these concerns, Su emphasized the importance of a longer-term view, explaining that AMD makes investment decisions on a three- to five-year horizon without being concerned by short-term market swings after the election.
Whether 2027 will bring another rush toward artificial intelligence, or whether the massive investments made so far will dry up, remains to be seen. It also remains to be seen whether abandoning the consumer segment, which helped AMD regain strength through its Ryzen processor architecture, will prove to be a good strategy.
In the meantime, 2026 has been marked by the absence of a new generation of Ryzen CPUs and Radeon GPUs, and 2027 appears to be following a similar path.
