AMD Has Two Big Catalysts Lined Up For 2027 — And Nvidia Should Be Watching, Says IO Fund

Résumé détaillé

The firm believes the convergence of these two catalysts could strengthen AMD's challenge to Nvidia, even without overtaking the chipmaking giant in GPU market share.

Advanced Micro Devices Inc. (AMD) is gearing up for two major product ramps in 2027, with its server CPUs and AI accelerators both expected to deliver stronger-than-anticipated growth, according to investment research firm IO Fund.

The firm believes the convergence of these two catalysts could strengthen AMD's challenge to Nvidia Corp. (NVDA), even without overtaking the chipmaking giant in GPU market share.

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AMD shares declined nearly 9% in Friday's regular trading, while Nvidia shares fell over 2%.

IO Fund said AMD's two strategic product launches, which is the company's lineup of Venice server CPUs and Helios MI400-series AI accelerators, are exceeding the chipmaker's initial expectations.

The firm had highlighted AMD management's expectations for server CPU revenue to grow more than 70% in 2027, while overall Data Center revenue was expected to grow "well over 100%."

However, AMD has since raised its expectations considerably. Server CPU revenue is now expected to more than double in 2027, while Data Center AI revenue is projected to grow significantly more than previously anticipated.

AMD has also guided for companywide revenue growth of more than 80% next year, over twice its long-term growth model outlined at its November 2025 Analyst Day.

This comes as major customers, including Anthropic, Meta Platforms Inc. (META), Microsoft Corp. (MSFT), OpenAI and Oracle Corp. (ORCL), begin deploying AMD's Helios rack-scale systems.

Début de l'article, extrait de Yahoo Finance. Pour lire la suite, ouvrez l'article chez le média.