AMD released its financial results for the third quarter of 2025 and reported a robust period — revenue reached $9.2 billion, a 36% increase compared with the same quarter last year.
CEO Lisa Su confirmed that EPYC “Venice” server processors, built on the Zen 6 microarchitecture and a 2 nm process node, are already in testing and demonstrably outperform the current Turin (Zen 5) lineup.
Early cloud partners have begun deploying Venice-based platforms, suggesting the final silicon is approaching broad availability. The new EPYC chips are expected to deliver gains in raw performance, power efficiency, and compute density — critical metrics for data centers facing growing AI workloads. At the same time, AMD is preparing its Instinct MI400 accelerators for a 2026 launch. The MI400 family aims to deliver up to 40 PFLOPs of peak performance, use HBM4 memory offering around 19.6 TB/s of bandwidth, and serve as the foundation of the Helios AI platform. This lineup is positioned as AMD’s response to NVIDIA’s next-generation Rubin GPUs.
It’s worth noting Venice and the MI400s are arriving into an active procurement environment: AMD has already secured significant agreements with Oracle, the U.S. Department of Energy, and OpenAI, which plan to deploy tens of thousands of Instinct accelerators. AMD is pushing to compete directly with NVIDIA and to lock in long-term strategic partnerships.
On the consumer side, Ryzen 9000 is seeing record desktop sales. Models updated with 3D V-Cache are expected to arrive by CES 2026, while Zen 6 for PCs is slated to launch in the second half of 2026. The gaming segment grew by 181%, driven in part by seasonal SoC orders for PlayStation and Xbox, and the new Radeon RX 9000 (RDNA 4) series is helping stabilize retail prices closer to MSRP. Support for FSR 4 is also expanding rapidly — the number of games using the technology has roughly doubled in recent months.
AMD will present its full roadmap on November 11, 2025, at Financial Analyst Day, and 2026 is shaping up to be a year of the company’s most significant technological advances to date — across AI, data-center processors, and client CPUs.
Source: iXBT.games