AMD Confirms 2nm Zen 6 EPYC 'Venice' Processors for 2026 Amid Record Financials

AMD has delivered a stunning financial performance, announcing record-breaking results for the third quarter of its 2025 fiscal year, which ended on September 27. According to a report from Wccftech on November 5, the company posted revenue of $9.2 billion, marking a significant 36% increase year-over-year and a 20% rise from the previous quarter. This impressive figure comfortably surpassed Wall Street expectations, signaling strong momentum for the semiconductor giant.

During the earnings call, AMD CEO Dr. Lisa Su provided a highly anticipated glimpse into the company's future roadmap. She confirmed that the next-generation EPYC processor, codenamed "Venice," is set to launch in 2026. This new chip will be built on TSMC's advanced 2nm process node and will feature the Zen 6 architecture. Dr. Su noted that Venice is already in lab testing and is showing excellent results, promising "significant improvements" in performance, power efficiency, and compute density. Several major cloud service providers are expected to be among the first to deploy the new processors.

In addition to the server CPU advancements, Dr. Su also revealed plans for the AI and high-performance computing sector. A next-generation Helios solution, based on the MI400 architecture, is slated for release next year. This powerful accelerator is expected to deliver up to 40 PFLOPs of compute performance and will be equipped with 432GB of HBM4 memory, boasting a bandwidth of 19.6 TB/s. This positions the Helios solution as a formidable competitor to NVIDIA's upcoming Rubin platform.

Looking ahead, AMD issued an optimistic forecast for the fourth quarter. The company projects revenue of approximately $9.6 billion, which would represent a 25% year-over-year increase. This guidance is also notably higher than the market consensus of $9.15 billion, reflecting the company's confidence in its continued growth trajectory.

However, the financial outlook wasn't without its nuances. On the profitability front, AMD projects its adjusted gross margin for the fourth quarter to be 54.5%. While a strong figure, this was merely in line with market expectations rather than exceeding them. This in-line guidance on margins is believed to be the primary factor behind a slight dip in AMD's stock price during after-hours trading following the announcement.

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