AMD (AMD) CEO says revenue shipments of EPYC Venice processors started in Q3, with the first OEM systems on course to become available in Q4

Newsquawk Staff · 3 Nov 2026, 22:28 UTC

Sees data centre segment revenue growth speeding up in Q4, with full-year segment revenue set to more than double from 2025 levels.
Now sees server revenue doubling Y/Y in 2027.
Sees data centre accounting for over 80% of total revenue in 2027 and generating most of the company’s revenue and earnings growth.
Planning for a double-digit percentage drop in PC market unit shipments in 2027.

What our morning note said

Stocks · US Market Open, 3 Nov, 11:11 UTC

US equity futures are mixed, with the NQ outperforming despite pre-market losses in Apple and Palantir.

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"We are interested in the diplomatic track, but without making concessions", Al Arabiya citing an Iranian diplomatic source.
WTI crude+0.8%
"Washington has approved the draft memorandum of understanding that the Qatari delegation presented to Iran yesterday", Al-Araby Al-Jadeed reports citing sources close to the mediation team.
WTI crude−3.6%
Qatari mediators expect feedback from the US and Iran within 36 hours on a new proposal to advance talks, according to an official briefed on the talks cited by Reuters.
WTI crude−1.6%

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