AMD Q3 blowout and 2027 outlook
AMD beat on revenue and EPS, guided Q4 to ~$17B, and said 2027 revenue growth will exceed 80%, driven by data center. Demand exceeds supply, while PC shipments are expected to fall double digits.
What we know
Q3 revenue was $13.40B with data center up 97% YoY. Lisa Su expects 80%+ growth in 2027 and says demand exceeds supply. The CFO says AI will surpass server CPU in Q4. A PC shipment decline is planned for 2027 due to memory costs.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.