AMD Reports Record Revenue as Data Center Growth Offsets Gaming Decline
AMD posted record quarterly revenue of $13.4 billion, driven by a doubling of data center sales that offset a 40% drop in gaming income.
Headline and summary written by an AI model from the linked articles; not reviewed by a person. How this was made
First reported by Quartz, 19 min ahead of the next publisher · who breaks stories first
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The odds
Each tick is a source publishing on this story
Price data
| Time | Chance of yes |
|---|---|
| now | 30% |
| 6 Nov, 21:23 UTC | 30% |
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Replay the odds, article by article
Step through each article in the order it published and watch Will NVIDIA be the largest company in the world by market cap on November 30, 2026? respond.
The story so far
7 publishers have covered this in 9 articles since 3 Nov 2026. Quartz published first, on 3 November at 21:50 UTC; theinformation.com followed 19 min later. The most recent article, from Quartz, appeared on 4 November at 21:36 UTC.
Outlets reporting it: Bloomberg Technology (major outlet), The Verge (major outlet), Ars Technica (major outlet), Quartz, theinformation.com, Latest from Tom's Hardware, Inc..
3 prediction markets price this story:
- Will NVIDIA be the largest company in the world by market cap on November 30, 2026? — the market puts it at 30%, with $12k traded in the last 24 hours, closing 1 Dec 2026. For the "Yes" outcome to occur, NVIDIA must hold the highest global market capitalization at the close of trading on November 30, 2026. The "No" outcome applies if any other company exceeds NVIDIA's value at that specific time. Readers often mistake the linked news story about a spy plot as relevant to the resolution, but only the final market cap ranking matters.
- Will NVIDIA be the largest company in the world by market cap on December 31? — the market puts it at 36%, with $16k traded in the last 24 hours, closing 1 Jan 2027. NVIDIA must hold the highest global market capitalization at the end of trading on December 31, 2026, to trigger the Yes outcome. Any other company holding that top spot results in a No outcome. Readers often mistake the date of the linked news story for the resolution deadline, but only the market cap value on the specified final day matters.
- Will NVIDIA be the second-largest company in the world by market cap on December 31? — the market puts it at 54%, with $576 traded in the last 24 hours, closing 1 Jan 2027. NVIDIA must hold the second-highest market capitalization among all global companies at the exact moment the market closes on December 31, 2026. The outcome depends solely on that specific closing price data, not on intraday fluctuations or other dates. Readers often mistakenly check the company's value at any time during the day rather than waiting for the official market close.
Odds are the market's probability that the outcome happens, updated every few minutes. They are information about what traders expect, not a forecast we make and not investment advice.
How it unfolded
Every source in the order it published, with the odds on Will NVIDIA be the largest company in the world by market cap on November 30, 2026? at that moment. A dash means the source published before we started tracking prices.
- QuartzAMD beat earnings estimates as data center revenue nearly doubled68%
- theinformation.comAMD Projects Rapid Revenue Acceleration in Fourth Quarter68%
- Bloomberg TechnologyAMD Forecast Exceeds Estimates as AI Chip Demand Soars68%
- The VergeAMD rides data center riches to ‘largest and most profitable’ quarter in history68%
- Latest from Tom's HardwareAMD expects to outsell Intel in Q4 for the first time in history76%▲8 points since the previous source
- Inc.AMD Revenue Jumped 45 Percent, Reinforcing the Notion That AI Is Still Early56%▼20 points since the previous source
- Bloomberg TechnologyArm Forecast Meets Estimates After Data Center Push Pays Off41%▼15 points since the previous source
- Ars TechnicaAMD's record quarter: Data center business doubles, while gaming craters41%
- QuartzArm Holdings beat revenue expectations thanks to data center demand41%
- Current odds30%
Sources
Every article we clustered into this story. Headlines link to the publisher.
- AMD's record quarter: Data center business doubles, while gaming craters Ars Technica ·
- Arm Forecast Meets Estimates After Data Center Push Pays Off Bloomberg Technology ·
- AMD rides data center riches to ‘largest and most profitable’ quarter in history The Verge ·
- AMD Forecast Exceeds Estimates as AI Chip Demand Soars Bloomberg Technology ·
- Arm Holdings beat revenue expectations thanks to data center demand Quartz
- AMD Revenue Jumped 45 Percent, Reinforcing the Notion That AI Is Still Early Inc.
Related prediction markets
Linked by software because they are about the same subject. Most ask a different question from the one this story reports, so read each market's own question. How often the link is right
- Polymarket Will NVIDIA be the largest company in the world by market cap on November 30, 2026? 30% +2
Does the market have this right?
Wrong market?
- Polymarket Will NVIDIA be the largest company in the world by market cap on December 31? 36% +8
Does the market have this right?
Wrong market?
- Polymarket Will NVIDIA be the second-largest company in the world by market cap on December 31? 54% +4
Does the market have this right?
Wrong market?
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In this story
- AMD
- Lisa Su
- Nvidia Corp.
- Intel