AMD forecasts faster 2027 growth as data-centre sales nearly double

Reuters reported that AMD expects fourth-quarter revenue of about $17 billion, plus or minus 3%, above the analyst consensus of $16.23 billion. Third-quarter revenue rose 45% to $13.38 billion and adjusted profit exceeded estimates.

CEO Lisa Su told analysts that data-centre chips should account for 80% of 2027 sales. AMD is moving toward rack-scale AI systems, while a shortage of high-bandwidth memory remains an industry constraint.