AMD Watch posted an update
AMD expects revenue to grow by more than 80% in 2027, CEO Lisa Su said on the company’s third-quarter earnings call, according to a Yahoo Finance article republishing Motley Fool analysis. Su also said AMD expects server revenue to double year on year, with data-centre AI revenue growing faster still.
Why it mattersThat is a sizeable forecast, not a result already in the bank. The same article says AMD expects PC market unit shipments to fall by a double-digit percentage next year, a reminder that its growth story is shifting towards data-centre computing.
Discuss: Should AMD’s 2027 growth forecast be judged mainly on AI and server demand, or does the expected PC-market decline deserve equal weight?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.