- MarketNewsData

AMD predicts rapid growth in data center revenue over the next five years, driven by AI accelerators and increased demand for server CPUs. CEO Lisa Su expects data center revenue to grow by more than 60% annually and AI business to reach billions in revenue by 2027.
Despite a solid fourth-quarter report, AMD’s stock took a hit. Revenue surged 34% year over year in Q4, with a 32% growth forecast for Q1 2026. The data center segment, including EPYC server CPUs and Instinct data center GPUs, saw 39% revenue growth.
AI agents are changing the AI landscape, with CPUs making a comeback in handling agentic workloads. AMD’s AI accelerators, along with its MI400 series chips and Helios rack-scale solutions, are expected to contribute to the company’s growth in the AI industry.
AMD is expected to benefit from the expansion of the server CPU market, gaining market share from Intel as the overall market grows. While competition from Intel remains strong, a rising tide in the server CPU market can boost AMD’s server CPU business.
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