AMD's AI Boom Puts It On Track To Outsell Intel For The First Time – Analysts See More Room To Grow

What happened

AMD forecast fourth-quarter sales of about $17 billion, above Intel’s forecast range of $15 billion to $16 billion. If both companies meet their forecasts, AMD would outsell Intel for the first time. AMD reported stronger-than-expected third-quarter results and expects sales to grow 80% in 2027, supported by data-center chip demand.

Confirmed

Global impact / market context

The sales outlook points to data-center chips becoming a larger revenue driver for AMD: the segment represented 64% of revenue, up from 47% a year earlier. If demand holds, that growth could support further investment and strengthen AMD’s position against Intel, though forecasts are not results.

Analyst inference

AMD’s forecast contrasts with Intel’s weaker outlook, which cited continued weakness in the PC market. AMD shares rose 3% in overnight trading, while the article also reports strong third-quarter results and expectations for data-center demand to support substantial growth.

Confirmed

What to watch

1. Check whether AMD delivers about $17 billion in fourth-quarter sales and Intel reaches its $15 billion to $16 billion forecast range; the comparison depends on both outcomes. Analyst inference
2. Watch whether data-center chips continue gaining share of AMD’s revenue beyond the reported 64%, as sustained growth would support its sales outlook and investment plans. Analyst inference
3. Track whether Intel’s stated PC-market weakness persists and weighs on sales, while AMD’s expected 80% sales growth in 2027 remains a forecast, not a reported result. Confirmed

Evidence

• stocktwits.com