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Wedbush: AMD Data Center Growth Set to Outperform Expectations Through 2027

GuruFocus.com +8 ·

AMD Advanced Micro Devices Inc
$631.75 -0.34%
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  1. 1Wedbush forecast that Advanced Micro Devices' (AMD) data center revenue growth could exceed expectations through 2027.
  2. 2Citing new contracts with Microsoft and Anthropic, Wedbush raised its confidence in an acceleration of data center AI silicon and systems revenue in the second half of 2026 and 2027.
  3. 3The firm said the expansion of data center sales increases AMD's exposure to AI infrastructure spending and reduces its dependence on the cyclical PC and gaming segments.

Source GuruFocus.com +8 · View original ↗

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