# AMD 数据中心业务营收翻倍至 67 亿美元，游戏业务下滑 31%

- 来源：The Verge：AI（RSS）
- 作者：Stevie Bonifield
- 发布时间：2026-08-05 04:57
- AIHOT 分数：63
- AIHOT 链接：https://aihot.virxact.com/items/cmsf6e4k01hecro2ermp9jv6i
- 原文链接：https://www.theverge.com/tech/975381/amd-q2-2026-earnings-ai-gaming-ryzen

## AI 摘要

AMD 最新财报显示，受 AI 算力需求驱动，数据中心业务营收同比增长 107% 至 67 亿美元，较 Q1 的 58 亿美元继续攀升。同期游戏业务营收同比下降 31% 至 7.79 亿美元，受涨价和零部件短缺影响。公司整体营收同比增长 50% 至创纪录的 115 亿美元，其中数据中心业务占季度营收的 58%。

## 正文

The company’s data center revenue has more than doubled, hitting $6.7 billion.

The company’s data center revenue has more than doubled, hitting $6.7 billion.

Illustration by Alex Castro / The Verge

Driven by demand for AI capacity, AMD’s data center revenue more than doubled year-over-year in its latest earnings report, reaching $6.7 billion. That’s up from $5.8 billion in Q1, and jumping 107 percent from the $3.2 billion it reported for the same period a year ago.

At the same time, AMD’s gaming revenue fell 31 percent compared to last year, to $779 million, as price hikes and component shortages slowed sales for the Xbox Series X / S, PS5, and Valve’s Steam Deck.

Image: AMD

“Revenue increased 50 percent year-over-year to a record $11.5 billion, driven by continued strength in our Data Center business, which represented 58% of company revenue in the quarter,” wrote AMD CFO Jean Hu. Its overall PC and gaming business revenue grew six percent compared to last year, with Client revenue up 23 percent thanks to Ryzen processor sales.

“AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead,” said AMD CEO Lisa Su.