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AMD leans into AI PCs as Q2 revenue hits $11.5B

AMD is targeting AI-centric PCs with a product roadmap through 2027 that highlights Ryzen AI Halo and chips like the Ryzen AI Max+ 388 for handheld gaming. Q2 revenue reached $11.5 billion, driven in part by strong data-center demand, even as gaming revenue fell 31%. The company shifted sales toward lower-end and mobile Ryzen processors this quarter, and client-segment revenue (CPUs, APUs, chipsets for desktops and notebooks excluding gaming) was about $3.1 billion. Component-cost volatility is expected to influence hardware pricing and the market mix over the coming quarters.

• Q2 revenue totaled $11.5 billion, with data-center demand contributing a substantial portion
• Gaming revenue declined 31%, coinciding with higher sales of lower-end and mobile Ryzen processors instead of new high-end gaming GPUs/CPUs
• AMD is prioritizing an AI-centric PC roadmap through 2027, featuring Ryzen AI Halo and the Ryzen AI Max+ 388 aimed at handheld PC gaming
• Client-segment revenue (desktop/notebook CPUs, APUs, chipsets excluding gaming) was approximately $3.1 billion; component-cost volatility will affect hardware pricing in upcoming quarters