AMD recently announced record earnings for Q3 2025, confirming the launch of the next-generation 2 nanometer (nm) EPYC Venice “Zen 6” processors and Instinct MI400 AI accelerators set for 2026. CEO Dr. Lisa Su highlighted strong performance in lab tests and significant performance gains over the current Zen 5-based Turin processors.
EPYC Venice and Instinct MI400 Coming Soon
The next-generation EPYC Venice processors are under development using TSMC‘s 2nm manufacturing process and are central to AMD’s growth strategy in the server market. The company has confirmed that prototypes of these processors are currently being tested in the labs of major cloud providers, with the first Venice-based platforms already online.
On the AI front, AMD reported significant interest in the upcoming Instinct MI400 series accelerators, which will be launched alongside the Helios rack-scale solutions. The MI400 series is expected to deliver up to 40 PFLOPs of computing power, 432 GB of HBM4 memory, and 19.6 TB/s bandwidth, directly competing with Nvidia’s Rubin platform. Furthermore, AMD has signed agreements for thousands of MI450 and MI430X accelerators with organizations like Oracle and the U.S. Department of Energy. Notably, OpenAI has recently announced a partnership for the acquisition of 6 gigawatts of AMD Instinct GPUs, 1 gigawatt of which will comprise MI450 GPUs.
On the client side, Ryzen 9000 desktop processors continue to be AMD’s primary revenue driver with their exceptional performance and energy efficiency. The company is expected to introduce a minor refresh for the 3D V-Cache models around CES 2026 and unveil Ryzen processors with Zen 6 architecture in the second half of the year.
In the gaming sector, revenues increased by 181% due to both Radeon GPUs and SoC solutions for consoles. Particularly, the surge in holiday season sales and the proximity of MSRP prices for the RDNA 4-based Radeon RX 9000 series contributed to this momentum.
Significant Growth for AMD
View Full Size In the relevant quarter, AMD’s total revenue was reported at $9.2 billion, reflecting a year-over-year increase of 36% and a 20% increase from the previous quarter. The net income surged by 61% year-over-year to $1.24 billion. Segment-wise, data center revenues reached $4.3 billion, showing a 22% year-over-year growth, while gaming and client segment revenues increased by 73% to $4 billion. Embedded system revenues remained stagnant at $857 million, reflecting an 8% decline. On November 11, AMD will unveil its latest technologies for data center, AI, and client solutions in detail.
