AMD projects data centers to drive over 80% of revenue by 2027 amid weak PC market
AMD CEO Lisa Su expects data center business to generate over 80% of the company's revenue in 2027, contrasting surging server demand with a planned double-digit decline in PC shipments.
AMD CEO Lisa Su announced that data centers are projected to make up more than 80% of AMD's total revenue in 2027, according to updates shared by market analysts and media outlets. The company anticipates data center revenue will more than double in 2026 compared to 2025, with growth accelerating in the fourth quarter, and expects server revenue to double again in 2027. Su noted that AMD now forecasts company-wide revenue to increase by more than 80% in 2027, exceeding earlier long-term growth targets.[2][3][8][7]
The company projects the broader server CPU market will expand by roughly 50% annually over the next three to four years, reaching an estimated $220 billion by 2030. Su stated that anticipated growth in server CPU revenue is primarily driven by unit volume and core counts rather than average selling prices. On the product side, AMD began shipping its new EPYC 'Venice' server processors in the third quarter, with the first partner systems slated to arrive in the fourth quarter.[1][2][4][6]
The surge in data center operations contrasts with headwinds in client hardware. A transcript shared by Wall St Engine shows Su warning that PC sell-through slowed late in the third quarter as elevated memory and component costs weighed on demand. Consequently, AMD is preparing for PC market unit shipments to drop by a double-digit percentage in 2027, while managing inventory by aligning sell-in with sell-through.[5][9]
Key facts
- AMD CEO Lisa Su said data centers are expected to make up more than 80% of AMD's revenue in 2027.
- AMD expects data center revenue to more than double in 2026 over 2025, with server revenue doubling in 2027.
- AMD projects the server CPU market will grow roughly 50% annually over the next three to four years to about $220 billion by 2030.
- Su noted that server CPU revenue growth is primarily driven by unit volume and core counts rather than average selling prices.
- AMD began shipping its new EPYC 'Venice' server processors in Q3, with initial partner systems scheduled for Q4.
- AMD is planning for PC market unit shipments to decline by a double-digit percentage in 2027 as higher memory and component costs suppress demand.
Sources · 6 sources
- CB
Crypto BriefingArticle ·
AMD forecasts about 50% annual growth in server CPU market through 2030 AMD's projected server CPU market growth highlights a shift in AI spending, emphasizing CPUs' rising importance alongside AI accelerators. The post AMD forecasts about 50% annual growth in server CPU market through 2030 appeared first on Crypto Briefing .
Open source - EV
Evan@StockMKTNewzPost on X ·
AMD $AMD CEO LISA SU SAYS DATA CENTERS SHOULD MAKE UP MORE THAN 80% OF AMD'S REVENUE IN 2027 - Data center revenue is expected to more than double in 2026 from 2025 - Data center growth should speed up in Q4 - Server revenue is expected to double in 2027 - AMD started shipping its new EPYC "Venice" server chips in Q3, with the first systems from partners due in Q4
Open source - CB
Crypto BriefingArticle ·
AMD expects data center to top 80% of revenue by 2027 AMD's shift to data centers signals a strategic pivot, intensifying competition with Nvidia and Intel in the lucrative server CPU market. The post AMD expects data center to top 80% of revenue by 2027 appeared first on Crypto Briefing .
Open source - WS
Wall St Engine@wallstenginePost on X ·
$AMD sees the server CPU market growing about 50% a year over the next three to four years, to roughly $220 billion by 2030. And server revenue to double in 2027: "I do believe there's more demand." https://t.co/37asKVWTkE
Open source - WS
Wall St Engine@wallstenginePost on X ·
$AMD is planning for a double-digit percentage decline in PC shipments in 2027. CEO Lisa Su said PC sell-through slowed late in Q3 as higher memory and component costs weighed on demand. https://t.co/oeimSlLaCr
Open source - WS
Wall St Engine@wallstenginePost on X ·
$AMD CEO Lisa Su on its forecast for server CPU revenue to double in 2027: “The growth in revenue is mostly in units & core count. And less so in ASPs.”
Open source - TV
The Verge@vergePost on X ·
AMD thinks over 80 percent of its revenue will eventually come from its data center business alone. https://t.co/eKeUh1ggrR
Open source - SB
Shay Boloor@StockSavvyShayPost on X ·
$AMD CEO Lisa Su says “we now expect revenue to grow more than 80% in 2027” more than double the company’s long-term growth target from a year ago. What’s also crazy is that data center is expected to account for over 80% of AMD’s total revenue next year. https://t.co/8yqElrtaF0
Open source - VC
VideoCardz.com@VideoCardzPost on X ·
AMD prepares for even weaker PC market in 2027, expects double-digit decline in shipments 🔗https://t.co/NqW3pwAZzx https://t.co/hfuO4GKyeF
Open source