Prediction: Data Center Passes 70% of AMD's Revenue in 2027, Before the Helios Ramp Is Finished
One segment doubled last quarter while everything else combined grew 8%. If rates anywhere close to those hold, 70% arrives before the ramp is done.
Overview
In the second quarter of 2025, data center products generated about 42% of Advanced Micro Devices' (NASDAQ:AMD) revenue. Last quarter, they generated 58% -- $6.7 billion of the chipmaker's record $11.5 billion total.
Behind that shift is a simple growth gap. In the second quarter, data center revenue climbed 107% from a year earlier. Everything else AMD sells (client processors, gaming chips and embedded products) grew about 8% combined.
Details
With a gap that wide, the mix shifts every quarter on its own.
Source
Originally published at www.fool.com.
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