AMD's 2026 Goal: EPYC and MI Series Growth with the AI Wind
Advanced Micro Devices (AMD) is targeting over 35% revenue growth in its data center business for 2026. The company plans to sustain its growth momentum with its MI450x/MI455 GPUs and EPYC CPUs, fueled by artificial intelligence demand.
Data Center Growth Target Exceeds Market Expectations
Technology giant Advanced Micro Devices (AMD) has shared its expectations for 2026. The company's targeted revenue growth of over 35% in its data center business unit surpasses the market consensus expectation of 32%. This difference carries the potential to create a positive impact on the company's valuation.
Dual Strength in GPU and CPU
AMD's growth strategy relies on both graphics processing unit (GPU) and central processing unit (CPU) power in AI data centers. The MI450x and MI455 GPUs, expected to be launched in the upcoming period, along with the new generation EPYC CPUs, are projected to accelerate the company's data center revenues. This situation parallels the general AI demand in the sector.
Significant Gains from Major Technology Firms
Behind the company's optimistic outlook are the collaborations it has secured with major hyperscale cloud providers like Oracle, OpenAI, and Meta. Additionally, rack-scale solutions like Helios are also expected to support AMD's performance throughout 2026. The collaboration with OpenAI reflects corporate-focused growth in the sector, similar to AI assistant projects developed for governments.
Valuation and Sectoral Context
AMD shares are trading at approximately 9 times forward sales. Some analysts note that positive factors on the CPU side are not fully appreciated and that forecast revisions have upward potential. The company's growth roadmap reminds investors of their interest in future-focused technology investments. These developments in the technology ecosystem are also shaping the agenda of sector gatherings.
Competition in the semiconductor sector and increasing demand for AI infrastructure directly affect AMD's positioning. It is known that the company is part of a supply chain that includes suppliers producing advanced lithography systems necessary for AI chips.
