AMD · News · 20261106N

AI Infrastructure Demand

ADVANCED MICRO DEVICES INC · 2026-11-06 · Importance 84 · Surprise 82

AMD CEO Lisa Su said the company has good visibility into data-center capacity needed to support customers’ planned GPU deployments through 2027. Those plans involve roughly 3GW of AMD deployments. Su expects AMD’s Data Center AI business to grow significantly more than double in 2027, supported by demand for Instinct GPUs and Helios rack-scale systems.

Key facts

• AMD customers had roughly 3GW of planned AMD deployments through 2027, as discussed on the company's third-quarter earnings call. source