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AMD (AMD) CEO says revenue shipments of EPYC Venice processors started in Q3, with the first OEM systems on course to become available in Q4

ORIGINAL · NewsquawkAMD (AMD) CEO says revenue shipments of EPYC Venice processors started in Q3, with the first OEM systems on course to become available in Q4Read originalHide original

Sees data centre segment revenue growth speeding up in Q4, with full-year segment revenue set to more than double from 2025 levels. Now sees server revenue doubling Y/Y in 2027. Sees data centre accounting for over 80% of total revenue in 2027 and generating most of the company’s revenue and earnings growth. Planning for a double-digit percentage drop in PC market unit shipments in 2027.

StockNow breaking-news AI analysis

The November 3 item reports EPYC Venice shipment timing and AMD outlook statements on data-center and server revenue, 2027 revenue mix and growth, and PC-market unit shipments.

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Sees data centre segment revenue growth speeding up in Q4, with full-year segment revenue set to more than double from 2025 levels. Now sees server revenue doubling Y/Y in 2027. Sees data centre accounting for over 80% of total revenue in 2027 and generating most of the company’s revenue and earnings growth. Planning for a double-digit percentage drop in PC market unit shipments in 2027.

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