Advanced Micro Devices raised its 2027 revenue forecast to approximately $94 billion, representing growth of more than 80% from the roughly $52.2 billion expected in 2026. Its AI-driven data center business is expected to generate more than 80% of total revenue, with server CPU sales roughly doubling and data center AI revenue growing faster through Instinct MI GPUs. OpenAI, Meta and Anthropic have secured multi-gigawatt deployments of Helios rack-scale systems, with initial shipments beginning in late 2026. AMD could therefore reach $100 billion in annual revenue by 2027, three years ahead of its 2030 target, although high-bandwidth memory supply constraints remain a key limitation. Any delivery delays could push part of the planned revenue into 2028.
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