AMD announced its Q3 2026 financial results, with revenue, adjusted EPS, and Q4 revenue guidance all significantly exceeding market expectations. The stock rose as much as 7% after hours before paring gains to about 5%. Quarterly revenue surged 45% year-over-year, with profit growth outpacing revenue and gross margin expanding simultaneously; core AI data center business revenue nearly doubled, with operating profit soaring 168% year-over-year. Five major players—Anthropic, Meta, Microsoft, OpenAI, and Oracle Cloud Infrastructure—are already running their workloads on its first batch of Helios rack-scale solutions. The embedded business also grew steadily, with only the client and gaming segments declining year-over-year due to weak semi-custom console and graphics card sales. The company provided Q4 revenue guidance far exceeding expectations and has already locked in supply chain capacity in advance. It will push forward on both CPU and GPU fronts, ramping up product, system architecture, and software ecosystem development, betting on rapid data center business growth in 2027.