AMD says it will outsell Intel for the first time in its history as Epyc and Instinct sales soar on AI demand
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AMD guided Q4 2026 revenue to about $17 billion, above Intel's $15 to $16 billion forecast, which would make it the larger company in terms of raw revenue for the first timeData center sales nearly doubled to $8.5 billion in Q3 as Instinct MI455X GPUs and Helios racks started shippingThe lead, interestingly, is in revenue, not volume: Intel still ships about two-thirds of x86 CPUs, and AI accelerators are set to outsell Epyc inside AMD this quarterAMD has told investors to expect fourth-quarter
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