Jake Roach is the Senior CPU Analyst at Tom\u2019s Hardware, writing reviews, news, and features about the latest consumer and workstation processors. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-23/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jake Roach Social Links Navigation Senior Analyst, CPUs Jake Roach is the Senior CPU Analyst at Tom’s Hardware, writing reviews, news, and features about the latest consumer and workstation processors.
ezst036 Probably somewhat to be expected. Still for AMD their gaming revenue bar might be down, but their AI/enterprise revenue bar is up. https://www.illinoisloyalty.com/attachments/1743048037031-gif.40911/ Reply
acadia11 Not just up , way up. They’ll continue to have record quarters. This just gives the industry the excuse to forget about consumer or charge exorbitant prices. Reply
80251 The good news for consumer computing just never seems to stop… Did AMD's stock value increase when they made this announcement? Reply
vinay2070 80251 said: Did AMD's stock value increase when they made this announcement? Everything that affects a consumer makes the companies shares go higher. Inclding AI job loses. Its a bit effed up. Reply
JamesJones44 I'm a little surprised we haven't heard the wall st. drumbeat to spin off the "less profitable" and "significantly smaller" gaming divisions at AMD and Nvidia yet. However, I bet it's coming, they have it up a lot of other companies in recent years. Reply
Kindaian Report from 2067: "In the golden days, there was amazing games with hyper-realistic 3d environments. After the plague of 2025/6, all games become examples of pixel art. There is no way for emulate the past as now everything runs in the cloud." Reply
usertests Kindaian said: Report from 2067: "In the golden days, there was amazing games with hyper-realistic 3d environments. After the plague of 2025/6, all games become examples of pixel art. There is no way for emulate the past as now everything runs in the cloud." Unfortunately for the hyperbolic fantasies, popular lightweight 3D games like Counter-Strike, GTA V, Skyrim, etc. will run on integrated graphics… from 5-10 years ago. Reply
JamesJones44 Shiznizzle said: At least according to Toms when i read that figure a few months ago. They are the ones that posted the financials on which i am relying to support the above mentioned claims. Gaming revenue for AMD's 2026 Q1 quarter was 720 million out of a total of 10.3 BILLION. That's 7% of total revenue, that's nothing in the public world. Profit wise, AMD does not break out gaming specifically, but margins on "client and gaming" are only 16%, that's peanuts compared to the 30% margin on data center. The info is all publicly available on AMD's website https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/amd-expects-20-percent-decline-in-gaming-revenue-from-higher-memory-and-component-costs-in-the-second-half-of-the-year-ceo-lisa-su-warns-of-further-memory-crunch#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.