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AMD has announced its Q3 2025 earnings and stated that 2nm EPYC Venice "Zen 6" CPUs & Instinct MI400 GPUs are on track for a 2026 launch. AMD EPYC Venice "Zen 6" & Instinct MI400 AI Accelerator Duo Arriving In 2026, Confirmed By CEO Lisa Su As Red Team Posts 36% Revenue Increase In Q3 2025 AMD has announced its Q3 2025 earnings and achieved a record revenue of $9.2 billion, up 36% from the previous year and a 20% increase from the previous quarter. Following is a breakdown of each of their market segment: Data Center Segment: $4.3B vs $3.5B (Up 22% Y/Y) Client & Gaming Segment: $4.0B vs $2.3B (Up 73% Y/Y) Embedded Segment: $857 vs $927M (Down 8% Y/Y) During the earnings call, AMD's CEO, Dr. Lisa Su, reaffirmed that the next-generation EPYC Venice CPUs, which are being produced using the TSMC 2nm process technology and feature the Zen 6 architecture, are on track for launch in 2026. The EPYC Venice silicon is already in the labs and performing well while delivering substantial gains in performance versus the current-gen Turin CPUs based on the Zen 5 core architecture. One significant detail is that AMD confirms multiple cloud OEM partners have already got the first Venice platforms online. We remain on track to launch our next-generation 2-nanometer Venice processors in 2026. Venice silicon is in the labs and performing very well, delivering substantial gains in performance, efficiency and compute density. Customer pull and engagement for Venice are the strongest we have seen, reflecting our competitive positioning and the growing demand for more data center compute. Multiple cloud OEM partners have already brought their first Venice platforms online, setting the stage for broad solution availability and cloud deployments at launch. Lisa Su - AMD CEO Moving over to the AI side of things, Lisa Su also reaffirms that the Helios rack scale solutions featuring the next-gen Instinct MI400 AI accelerators and Venice CPUs are seeing increased momentum ahead of the official launch next year. Instinct MI400 series will bring increased compute output of up to 40PFLOPs, and offer an impressive 432 GB of HBM4 memory running at 19.6 TB/s. These chips will be competing with NVIDIA's Rubin platform. Our data center AI business is entering its next phase of growth with customer momentum building rapidly ahead of the launch of our next-gen MI400 Series accelerators and Helios rack scale solutions in 2026. The MI400 Series combines a new compute engine with industry-leading memory capacity and advanced networking capabilities to deliver a major leap in performance for the most demanding AI training and inference workloads. The MI400 Series brings together our silicon, software and systems expertise to power Helios, our rack scale AI platform designed to redefine performance and efficiency at data center scale. Lisa Su - AMD CEO AMD's MI400 series has already scored various deals from Oracle and the US DOE, who will leverage tens of thousands of MI450 and MI430X accelerators. OpenAI also announced a recent partnership with AMD in which it will procure 6 Gigawatts worth of AMD Instinct GPUs from various generations, with 1 Gigawatt alone being the next-gen MI450 GPUs. Oracle announced they will also be a lead launch partner for the MI450 Series, deploying tens of thousands of MI450 GPUs across Oracle Cloud Infrastructure beginning in 2026 and expanding through 2027 and beyond. The U.S. Department of Energy also selected our upcoming MI430X GPUs and EPYC Venice CPUs to power Discovery, the next flagship supercomputer at Oak Ridge designed to set the standard for AI-driven scientific computing and extend U.S. high-performance computing leadership. Our MI430X GPUs are designed specifically to power nation-scale AI and supercomputing programs, extending our leadership, powering the world's most powerful computers to enable the next generation of scientific breakthroughs. Lisa Su - AMD CEO Moving over to the client side of things, AMD's Ryzen 9000 Desktop CPUs continue to be the main revenue driver, reaching an all-time high in recent months thanks to their great performance and efficiency figures. AMD is expected to offer a soft refresh of its fastest 3D V-Cache CPUs around CES & Zen 6-based Ryzen offerings are also expected in the latter half of 2026. Desktop CPU sales reached an all-time high with record channel sell-in and sellout led by robust demand for our Ryzen 9000 processors, which deliver unmatched performance across gaming, productivity and content creation applications. OEM sell-through of Ryzen-powered notebooks also increased sharply in the quarter, reflecting sustained end customer pull for premium gaming and commercial AMD PCs. Lisa Su - AMD CEO The gaming segment, which includes both Radeon GPUs and custom SoC buisnesses (consoles), saw a revenue increase of 181% versus the prior year thanks to recent holiday season deals on the latest game consoles. Meanwhile, AMD's Radeon RX 9000 GPUs based on the RDNA 4 also saw decent traction and have finally started approaching MSRP prices which should help boost the gaming revenue in the coming quarter. In gaming, revenue increased 181% year-over-year to $1.3 billion. Semi-custom revenue increased as Sony and Microsoft prepared for the upcoming holiday sales period. In gaming graphics, revenue and channel sell-out grew significantly, driven by the performance per dollar leadership of our Radeon 9000 family. FSR 4, our machine learning upscaling technology that boosts frame rates and creates more immersive visuals saw rapid adoption this quarter with the number of supported games doubling since launch to more than 85. Lisa Su - AMD CEO With that said, AMD will be hosting its 2025 Financial Analyst Day on the 11th of November, where the company will discuss and present its latest innovations across the spectrum.
