In its second-quarter 2026 results, AMD said revenue rose 50 percent year over year to a record $11.5 billion. In its second-quarter 2026 results, AMD said revenue rose 50 percent year over year to a record $11.5 billion. It wants customers to see it as a full-stack AI infrastructure supplier with CPUs, GPUs, networking and software working together. Microsoft recently deepened its AMD relationship around Helios and next-generation EPYC systems, a move we looked at in AMD Helios and Microsoft AI infrastructure push. Client and gaming revenue rose 6 percent to $3.8 billion, helped by a 23 percent jump in client revenue from Ryzen demand.