AMD Is Eating Intel’s Lunch

Quick Read AMD's Data Center revenue hit $6.72B, up 107% YoY, while Intel's DCAI grew 59% but hemorrhaged $2.1B in Foundry losses. Anthropic, OpenAI, and Meta have committed to AMD's Helios rackscale platform, locking in multi-generation AI silicon deals. AMD's non-GAAP operating margin surged from 12% to 27%, yet both stocks have already rallied over 130% year to date. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) AMD (NASDAQ: AMD) and Intel (NASDAQ: INTC) both just posted Q2 2026 results, and the contrast is hard to miss. AMD's Data Center segment more than doubled on EPYC and Instinct demand. Intel grew faster than it has in fifteen years, yet still swallowed a massive GAAP loss and a $2.