Ryzen PC processors
Client revenue was $3.06B in Q2 2026, up 23% y/y; Ryzen AI 400 series was announced at CES 2026.
The numbers
What it is
Desktop and laptop CPUs, including the Ryzen AI line with on-device AI engines. Sold through PC OEMs and retail. Client revenue is cyclical with PC demand and pricing. Analyst Day targets call for client revenue share above 40%.
Why it matters to the stock. Client is the largest revenue pool outside the data center and the main read on PC demand and AMD's pricing power against Intel.
News
AMD Q2 2026 revenue rises 50% to $11.5B; Data Center more than doubles
AMD reported Q2 2026 revenue of $11.54 billion, up 50% year over year, with Data Center revenue of $6.72 billion, up 107%.
AMD prices Ryzen AI Halo developer PC at $3,999 with June pre-orders
AMD set the price of its Ryzen AI Halo developer mini PC at $3,999 for a configuration with 128 GB of memory and a 2 TB SSD, with pre-orders opening in June.
AMD expands Ryzen AI 400 line with desktop and mobile workstation chips at MWC
At Mobile World Congress in Barcelona, AMD launched Ryzen AI 400 and Ryzen AI PRO 400 desktop processors with up to 50 NPU TOPS, and expanded the mobile PRO line with the Ryzen AI 9 HX PRO 470 at up to 60 TOPS.
AMD guides Q1 2026 revenue to $9.8B, below expectations, and only about $100M of China MI308 sales
AMD guided first-quarter 2026 revenue to about $9.8 billion plus or minus $300 million, with non-GAAP gross margin near 55%.
AMD and Tata Consultancy Services announce AI adoption collaboration
AMD and TCS agreed a strategic collaboration to move enterprise AI projects from pilots into production and to modernize legacy systems and digital workplaces.
AMD launches Ryzen AI 400 series, Ryzen 7 9850X3D and ROCm 7.2 at CES
AMD announced Ryzen AI 400 and Ryzen AI PRO 400 processors with up to 60 NPU TOPS and up to 12 CPU cores, plus Ryzen AI Max+ chips and the Ryzen AI Halo developer mini-PC.