AMD projects explosive data center growth driven by AI inference by 2027

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AMD’s data center division generated $6.7 billion in Q2 2026 revenue, a 107% increase year-over-year. Total revenue reached $11.54 billion, up 50% year-over-year, with data center now accounting for 58% of total sales. CEO Lisa Su projects data center sales will exceed $13 billion in Q3 2026 alone, with the segment more than doubling again by 2027. This growth will be driven by AI inference workloads, expected to surpass training demands for the first time this year. Meta signed a multi-year deal covering up to 6 gigawatts of compute capacity, while Anthropic committed to 2 gigawatts of MI450 systems starting in 2027.

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