AMD Watch posted an update
Stone Fox Capital estimates AMD could approach $100bn in annual sales by 2027, with its forecast putting sales near $94bn that year. TradingView reports that the research firm also sees AMD’s ties with OpenAI, Meta and Anthropic potentially generating more than $60bn in combined revenue in 2027.
Why it mattersThese are analyst projections, not AMD guidance or booked sales. A striking forecast is easy to print; making and shipping the chips is the rather less theoretical part.
Discuss: How much weight should investors give AI revenue forecasts when they depend on future chip supply and customer deployments?
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