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- 1AMD expects to outsell Intel for the first time●AMD expects to outsell Intel in Q4 for the first time in history
AMD has issued fourth-quarter revenue guidance of around $17 billion, which would exceed Intel's projected sales and mark the first quarter in history in which AMD outsells its longtime rival in the x86 processor market. The milestone reflects AMD's gains in data center and client CPUs, powered by demand for its Ryzen and EPYC chips, while Intel continues its turnaround effort. Industry observers see it as a symbolic turning point in a rivalry dating back decades.
- 2
AMD reports quarterly earnings on November 3, and investors are watching closely. The company recently announced a strategic partnership with Meta to power its superintelligence infrastructure, a deal analysts say could give Meta significant influence over AMD. Wedbush highlights server CPU demand as a key growth driver, while commentators warn AMD needs a strong outlook to avoid losing ground to Intel amid rising concerns about AI spending sustainability. Previews also weigh OpenAI-related expectations against the strength of AMD's EPYC chip business.