“And development of Microsoft's next-gen Xbox featuring an AMD semi-custom SoC is progressing well to support a launch in 2027.”

In context

“0 are already available. With the broadest lineup of AMD-based consumer and commercial AIPCs, set to launch throughout the year. We also introduced our Ryzen AI Halo platform, the world's smallest AI development system, featuring our highest-end Ryzen AI Max processor, 128 gigabytes of unified memory that can run models with up to 200 billion parameters locally. In gaming, revenue increased 50% year over year to $843 million. Semi-Custom sales increased year over year and declined sequentially as expected. For 2026, we expect semi-custom SoC annual revenue to decline by a significant double-digit percentage as we enter the seventh year of what has been a very strong console cycle. From a product standpoint, Valve is on track to begin shipping its AMD-powered steam machine early this year. And development of Microsoft's next-gen Xbox featuring an AMD semi-custom SoC is progressing well to support a launch in 2027. Gaming GPU revenue also increased year over year. With higher channel sellout driven by demand throughout the holiday sales period for our latest generation Radeon RX 9000 series GPUs. We also launched FSR4 Redstone in the quarter. Our most advanced AI-powered upscaling technology, delivering higher image quality and smoother frame rates for gamers. Turning to our embedded segment, revenue increased 3% year over year to $950 million led by strength with test and measurement and aerospace customers, and growing adoption of our embedded x86 CPUs. Channel sell-through accelerated in the quarter as end customer demand improved across several end markets led by test measurement and emulation. Design win momentum remains one of the clearest indicators of long-term growth for our embedded busine”