AMD三季度财报：数据中心营收翻倍，2027年预期增80%
AMD reported its 3Q-2026 earnings and it now expects revenue to grow more than 8…
AI算力产业链核心玩家业绩超预期，明确指向下一代Helios架构与Meta的大额订单，直接反映AI硬件市场热度，值得从业者关注。
AMD reported its 3Q-2026 earnings and it now expects revenue to grow more than 80% in 2027, ahead of the 77% analysts had modeled.
AMD公布了其2026年第三季度财报，并预计2027年收入增长将超过80%，高于分析师此前预测的77%。
Data-center chips drive that forecast, and CEO Lisa Su told analysts they’ll account for 80% of next year’s sales.
数据中心芯片推动了这一预测，CEO Lisa Su告诉分析师，这些芯片将占明年销售额的80%。
That segment already carried the third quarter, with revenue jumping 97% to a record $8.55B on demand for Instinct GPUs and EPYC server processors.
该部门已支撑了第三季度业绩，由于对Instinct GPU和EPYC服务器处理器的需求强劲，收入激增97%，创下85.5亿美元的历史新高。
Quarterly revenue rose 45% to $13.38B, while PC and console chip sales fell 8% to $3.72B.
季度收入增长45%，达到133.8亿美元，而PC和游戏机芯片销售额下降8%，至37.2亿美元。
AMD guided fourth-quarter revenue to about $17B, plus or minus 3%, as production scales for Helios, a rack pairing MI455X accelerators with “Venice” CPUs.
AMD指引第四季度收入约为170亿美元，上下浮动3%，随着Helios（将MI455X加速器与“Venice”CPU组合成机架）的生产规模扩大。
Meta is testing the first Helios systems under a February deal to buy up to $60B of AMD AI chips over five years.
Meta正在测试首批Helios系统，这是基于今年2月签署的一项协议，将在五年内购买高达600亿美元的AMD AI芯片。
Shares rose over 8% after hours, even as adjusted gross margin is guided down to about 55% from 56%.
尽管调整后毛利率从56%下调至约55%，但盘后股价仍上涨超过8%。
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