Zacks Investment Research
27 May 2026, 18:40 UTC · 2h ago
Source · https://www.zacks.com/stock/news/2927835/amd-s-data-center-growth-rides-on-epyc-demand-more-upside-ahead?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2927835
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AMD expects server CPU revenues to grow more than 70% year-over-year in the second quarter. — A concrete, high-growth short-term revenue forecast for a core business segment typically drives immediate positive price action.
+0.80AMD raised its long-term server CPU total addressable market (TAM) outlook to over $120 billion by 2030, with a 35% annual growth rate. — Expanding the TAM suggests a higher ceiling for long-term growth and increased investor confidence in the AI-driven CPU cycle.
+0.60Data Center revenues grew 57.2% year-over-year to $5.78 billion, driven by EPYC processors and Instinct GPUs. — Strong historical growth confirms the company's ability to execute and capture market share in the AI infrastructure space.
+0.50Customer demand for the MI450 and Helios platforms is exceeding initial company expectations. — Positive demand signals for next-generation AI hardware indicate strong future pipeline and competitive viability against incumbents.
+0.50Impact vectors
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The company reported strong Data Center revenue growth and raised its long-term market outlook due to high AI and EPYC processor demand.
