AMD · News · 20261106N

Guidance and Outlook

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

During AMD’s third-quarter earnings call, CEO Lisa Su said the company had good visibility into the data-center capacity customers need for planned GPU deployments through 2027. The discussion covered roughly 3GW of planned AMD deployments and whether customers have sufficient financing, land, power, and data-center infrastructure. Su also expects AMD’s Data Center AI business to grow significantly more than double in 2027, driven by demand for Instinct GPUs and Helios rack-scale systems.

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