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AMD's $17 billion fourth-quarter forecast compares with Intel's $15 billion to $16 billion, The Register notes, so AMD could become the largest x86 seller by chip revenue if both land.
The comparison covers chip sales, leaving out Intel's business.
Lisa Su also told analysts she expects 2027 company growth above 80%, with data center revenue roughly doubling.
AMD's forecast would put it ahead of Intel in x86 chip revenue for the first time
AMD's $17 billion fourth-quarter forecast compares with Intel's $15 billion to $16 billion, The Register notes, so AMD could become the largest x86 seller by chip revenue if both land. The comparison covers chip sales, leaving out Intel's foundry business. Lisa Su also told analysts she expects 2027 company growth above 80%, with data center CPU revenue roughly doubling. SourcesB
Sources
This story ran in the Morning Brief of November 4th 2026.