'Everyone Needs Compute': Lisa Su Sees AMD's AI Data Center Business More Than Doubling in 2027 as Wedbush Backs $600 Target

What happened

AMD CEO Lisa Su said the company expects its Data Center AI revenue to grow more than previously projected in 2027, while total server revenue is expected to double year over year. AMD also expects its Data Center business to exceed 80% of company revenue that year.

Confirmed

Global impact / market context

If these expectations are met, data center products would become AMD’s main source of revenue and earnings growth. Rising AI infrastructure spending could support chip demand, while a larger share of revenue from this business would make AMD’s results more dependent on customers continuing those investments.

Analyst inference

The article describes Wall Street as seeing little evidence of a slowdown in data center spending and says Wedbush maintained an Outperform rating and a $600 price target. That view contrasts with the risk that customers could slow or change planned AI infrastructure purchases.

Confirmed

What to watch

1. Watch for AMD’s future updates on 2027 server and Data Center AI revenue expectations, especially whether customer deployment plans continue to expand as Su described. Analyst inference
2. Check whether AMD reports that Data Center AI revenue surpasses server CPU revenue in Q4, as the article says the company expects this outcome. Confirmed
3. Track whether the Data Center business reaches more than 80% of AMD’s total revenue in 2027; that would confirm its growing importance to company results. Analyst inference

Evidence

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