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Ben Bajarin· @BenBajarin · X·· 2 小时前精选AI 评分82
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AMD 上调业绩指引,预期 2027 年服务器收入同比翻倍,数据中心收入占总收入比例超过 80%,数据中心 AI 收入增速快于 90 天前的预测。其引述称客户扩大了 Epic 和 Instinct 的部署计划,公司也已锁定更多供应来支撑增长;作者认为 AMD 有可能但不无难度地在 2027 年做到 1000 亿美元收入。

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作者转引 AMD 最新指引表述,可据此跟踪其数据中心收入占比与服务器收入增长预期的变化节奏。

正文 · 原文

Bazinga! $AMD now upping guidance next year to 80%. It's conceivable, a stretch but possible, they do $100b in 2027.

"Last quarter, we said we expected annual server revenue to grow more than 70% and data center segment revenue to more than double for the year. Since then, customers have expanded their Epic and Instinct deployment plans and we have secured more supply to support that growth. We now expect server revenue to double year-over-year in 2027 and data center AI revenue to grow even faster than we projected 90 days ago. As a result, we expect data center to be more than 80% of our total revenue in 2027 and to drive the majority of our revenue and earnings growth."

来源:Ben Bajarin · x.com