AMD has hinted at progress that could align with a next-generation Xbox launch around 2027, based on remarks made during its latest earnings call. While Microsoft has yet to confirm any timeline, the comments offer fresh insight into the company’s future Xbox hardware plans.
AMD’s latest earnings call -
During the call, AMD executives reviewed performance across its data center, AI, client computing, and gaming businesses. As part of the discussion, the company highlighted long-term platform partnerships, including its ongoing work with Microsoft on Xbox-focused semi-custom silicon.
Key discussion points included -
- Progress in semi-custom system-on-chip (SoC) development
- Continued collaboration with Microsoft on next-generation Xbox hardware
- Trends within AMD’s gaming segment
- Financial performance, margins, and near-term guidance
- Long-term outlook for custom silicon platforms
Executive insights -
AMD Chair and CEO Lisa Su said development of Microsoft’s next-generation Xbox, built on an AMD semi-custom SoC, is progressing well. She noted that the work is aligned to support a potential 2027 launch window, while emphasizing that the final timing depends on Microsoft.
EVP and CFO Jean Hu addressed revenue and margin trends, pointing out that the current console cycle is moving into a later stage. She added that AMD’s semi-custom business continues to benefit from long-term partnerships such as Xbox, even as near-term contributions ease.
SVP of Computing and Graphics Matt Ramsay discussed AMD’s broader gaming and graphics roadmap, including semi-custom console platforms. He cited Xbox as a key part of AMD’s long-term gaming strategy and reaffirmed continued collaboration with Microsoft on both current and future hardware designs.
Wider Xbox platform context -
Microsoft has previously confirmed a multi-year strategic partnership with AMD to co-engineer silicon across a range of Xbox devices. This includes traditional consoles, handheld-style hardware, and next-generation Xbox Cloud Gaming servers. The company has also signaled that its next Xbox hardware will target a premium experience, support multiple form factors, and move toward a more hybrid console–PC model.
Outlook -
AMD said it remains focused on executing its roadmap across computing, AI, and gaming. Although Microsoft has not announced a release date for its next-generation Xbox, AMD’s remarks suggest groundwork is already in place for a potential 2027 launch.
Previously disclosed internal documents from the FTC v. Microsoft case had pointed to a possible 2028 release and referenced a custom AMD CPU paired with a co-designed AMD GPU. Microsoft has since stated that those materials no longer reflect its current plans.
