AMD Makes More Money on GPUs Than CPUs for First Time

Advanced Micro Devices reported on February 4, 2026, that its GPU division revenue exceeded CPU sales for the first time in the company’s history. This financial milestone was primarily driven by a $360 million increase in sales of its MI308 GPUs to China, a transaction that received approval in the fourth quarter of 2025. The news was reported by Hacker News on February 6.

This shift in AMD's revenue structure reflects a broader industry trend where demand for data center and artificial intelligence accelerators is growing rapidly. The company had previously outlined ambitious growth targets for its data center segment, which includes both its EPYC server CPUs and its MI-series GPUs. According to a separate report from Fosstodon AI Timeline on February 6, AMD is targeting over 35% revenue growth in its data center business for 2026, with plans to sustain momentum using its upcoming MI450x and MI455 GPUs alongside EPYC CPUs.

In a separate development also reported on February 6, TugaTech indicated that both AMD and its competitor Intel are facing a processor shortage in China. The report states that this scarcity has the potential to cause a significant increase in processor prices for the Chinese market. This situation is unrelated to AMD's specific GPU sales figures and represents a distinct supply chain challenge affecting the broader semiconductor industry.

The MI308 GPU sales to China represent a specific, approved transaction that had a direct and substantial impact on AMD's quarterly financial results. This event is isolated to a single quarter and does not necessarily indicate a permanent change in the company's revenue composition, though it highlights the increasing financial importance of its AI and data center graphics products. The approval for this sale was granted in the previous quarter, Q4 2025, and its financial effect was realized in the subsequent reporting period.

The broader context for AMD's strategy involves capitalizing on the sustained demand for computational power required for artificial intelligence workloads. The company's public roadmap, as noted in the Fosstodon report, includes the continued development of its high-performance computing products to compete in this expanding market. The separate report of a processor shortage in China illustrates the complex and often volatile nature of the global semiconductor supply chain, which can be influenced by geopolitical, logistical, and production capacity factors.