Data center sales are now "the primary driver of our revenue and earnings growth," according to CEO Lisa Su. AI agents are increasing demands for CPUs, and AMD and Intel's x86 industry group recently announced a new instruction set, AI Compute Extensions (ACE), to help close the performance gap with GPUs.
Its client and gaming revenue grew 23 percent to $3.6 billion despite lower "semi-custom revenue" for devices like game consoles.
