AMD guides 80%+ revenue growth for 2027 as data-center revenue jumps 97% to $8.55B
rohanpaul_ai · x · 2026-11-04
AMD reported Q3 FY2026 earnings and now expects revenue to grow more than 80% in 2027, ahead of the 77% analysts had modeled, driven by data-center chips.
- CEO Lisa Su told analysts data-center will account for 80% of next year's sales
- Q3 data-center revenue jumped 97% to a record $8.55B on Instinct GPU and EPYC server demand
- Total quarterly revenue rose 45% to $13.38B; PC and console chip sales fell 8% to $3.72B
- Q4 guided to $17B (±3%) as production scales for Helios racks pairing MI455X accelerators with "Venice" CPUs
- Meta is testing the first Helios systems under a February deal to buy up to $60B of AMD AI chips over five years
- Shares rose over 8% after hours even as adjusted gross margin is guided down to 55% from 56%
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