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AMD data center business growing >100% into 2027, driven by OpenAI, Meta, Anthropic demand
“we do see our data center business growing well over 100% as we go into 2027”
Why it matters
AMD is explicitly guiding accelerating data center growth above 100% YoY into 2027, with named hyperscaler customers (OpenAI, Meta, Anthropic) driving demand for AI chips. This is material guidance on AMD's near-term trajectory.
Investment implication
AMD's accelerating data center revenue signals sustained hyperscaler capex into 2027 and validates AMD's competitive position against NVIDIA in AI accelerators. Investors holding AMD or watching competitive dynamics with NVIDIA should note this strong guidance.