Lisa Su Says AMD's Server Revenue Will Grow More Than 80% This Half -- and That's Not the AI Accelerator Business
The chipmaker's CEO put hard growth numbers on the quieter side of its data center segment. They look a lot like AI numbers.
Overview
"In server CPUs with very strong customer demand and improved supply, we now expect server revenue to grow more than 80% year-over-year in the second half of 2026 and more than 70% for the full year 2027, off a much higher base," said AMD (NASDAQ:AMD) CEO Lisa Su on the company's second-quarter earnings call in early August.
The remarkable part of that forecast is what the numbers are attached to. They describe AMD's server CPU business (the EPYC processors that run ordinary computing workloads), not the Instinct accelerators that are the company's direct play on artificial intelligence (AI).
Details
The traditional side of AMD's data center segment, in other words, is now guided to grow at rates investors usually associate with the AI build-out itself.
Source
Originally published at www.fool.com.