AMD Shifts Focus: More Corporate, Less Consumer

As we observed today, AMD is already receiving nearly half of all revenue from the server segment. Although when it comes to the consumer segment, the company seems set to concentrate on parts that largely do not concern ordinary users. Following the financial report release, company head Lisa Su stated that the primary focus will remain on the corporate sector.

I think the PC market is an important market.

It seems, from everything we are seeing today, that we are likely observing some shrinkage in the overall PC market volume due to inflationary pressure on commodity costs, including memory. Even amidst a downturn in the PC market, we believe we can grow our business in this area.

Our priority areas are the corporate segment. In this segment, we are achieving very good results in 2025 and expect the same in 2026. And we continue to grow, let’s say, in the premium, higher-end market segment.

Of course, aside from embedded solutions, AMD does not have a special corporate line of processors. Such is the Pro line, but technically they are exactly the same processors as for regular consumers. However, the statement itself, combined with the financial report, shows that ordinary products for regular users are receiving less and less attention.

Recent industry analyses indicate that AMD’s strategic alignment with the burgeoning fields of AI and machine learning is expected to further amplify its growth trajectory. The company has unveiled plans to integrate advanced AI capabilities into its products, aiming to cater to the next generation of computing demands. Alongside, AMD’s participation in emerging markets and exploration of new technological frontiers, such as quantum computing, is seen as a vital element of its forward-looking strategy, promising innovative solutions and potentially reshaping tech industry standards in the upcoming years.