A post by @FirstSquawk on X.
AMD CEO SAYS SHE EXPECTS DATA CENTRE REVENUE GROWTH TO ACCELERATE IN Q4 AND FY DATA CENTRE REVENUE T…
@FirstSquawk on X
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AMD CEO Lisa Su said she expects the company's data centre revenue growth to accelerate in the fourth quarter, with full-year data centre revenue on track to more than double from 2025 levels. She also projected that server revenue will double year-over-year in 2027, extending the chipmaker's AI-driven outlook beyond the near term. The guidance matters because data centre chips are the core of AMD's competition with Nvidia and a key driver of its revenue mix. Investors will watch whether upcoming quarterly results validate the acceleration and whether hyperscaler spending sustains the multi-year trajectory Su outlined.
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AMD (AMD), Lisa Su
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