Gaming Revenue
Ongoing coverage on Gaming Revenue.
Latest coverage
AMD data center sales top $6.7B as gaming revenue slides 31%
AMD reported a significant increase in data center sales, reaching $6.7 billion and more than doubling year-over-year, driven by AI demand. Conversely, the company's gaming revenue declined by 31% to $779 million, attributed to industry-wide component shortages and higher prices affecting consoles like the Xbox Series X/S and PlayStation 5, as well as the Steam Deck.
AMD made over 8 times as much revenue on data centers as it did gaming last quarter
AMD reported record-breaking revenue of $11.5 billion in Q2, with data centers contributing $6.7 billion, doubling last year's figures. In contrast, the company's gaming revenue saw a 31% year-over-year dip, amounting to $779 million. This shift is attributed to strong demand in the AI sector and a decline in sales of custom chips for consoles like the PlayStation 5 and Xbox Series X, alongside broader market factors affecting PC hardware.
AMD expects a 'softer PC market' for the second half of its fiscal 2026
AMD anticipates a downturn in the PC market for the latter half of its fiscal year 2026, citing higher component costs. Despite this projection, the company believes its client business, driven by Ryzen processors, will outperform the general market. AMD is also increasing its focus on AI technology development, planning to release new AI rack-scale systems annually.
NVIDIA (NVDA) officially does not give a single fuck about gaming
NVIDIA will no longer report gaming revenue as a distinct segment, indicating a strategic shift to prioritize its data center business. This change reflects a reallocation of focus and resources within the company.
'We now expect second half gaming revenue to decline more than 20%': AMD feeling the sting of the memory…
AMD anticipates a significant decline in its gaming revenue for the second half of 2026, projecting a drop of over 20% due to the ongoing memory supply crisis and rising component costs. While the company's data center segment is thriving due to AI demand, the consumer PC and gaming markets are expected to be impacted. AMD CEO Lisa Su noted that the tail-end of the PlayStation 5's console cycle also contributes to a year-over-year decline in semi-custom revenue.
Evening Tech Bits
AMD anticipates a 20% decrease in gaming revenue for the latter half of the year due to increased memory and component costs. This outlook is contrasted with the significant market impact of the ongoing AI boom.
Xbox console sales drop by 33% as Microsoft struggles to make money from games
Microsoft's latest financial results reveal a significant 33% drop in Xbox hardware revenue compared to the previous year, contributing to an overall 5% decline in gaming revenue. Despite new leadership under Asha Sharma and efforts like a Game Pass price cut, the brand faces an uphill battle with declining console sales and underperforming first-party titles.
