A post by @FirstSquawk on X.

AMD said its data-center segment is expected to exceed 80% of total revenue in 2027 and drive most of its revenue and earnings growth, as the chipmaker pivots further toward AI and cloud infrastructure. The company also began revenue shipments of its EPYC Venice processors in Q3, with the first OEM systems on track for Q4 availability. The disclosure underscores how heavily AMD’s outlook now depends on data-center demand rather than client PCs. Investors will watch Venice’s OEM ramp and whether data-center sales can sustain the growth implied by the 2027 target.