AMD Watch posted an update
GF Securities analyst Jeff Pu expects AMD to reiterate a bullish outlook for its data-centre business, citing demand linked to agentic AI and a strong server CPU product cycle. He forecasts server CPU revenue growth of 100% in 2027 and 50% in 2028; those are analyst estimates, not company guidance or reported results.
Why it mattersPu also expects revenue from AMD’s Helios rack shipments to remain limited before a ramp-up begins in the first quarter of 2027. The earnings report, due on 3 November, will provide a more useful test than any price-target reshuffle.
Discuss: How much weight should investors give analyst forecasts before AMD reports?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.