AMD’s Server CPU Revenue Set to Surge 80% This Year, with an Estimated 1.9M AI GPUs Shipping by 2027

UBS and market commentary suggest AMD’s server CPU revenue could jump about 80% this year, driven by strong EPYC demand.

AMD’s Instinct AI GPU shipments are also projected to rise rapidly, potentially reaching about 1.9 million units by 2027.

The outlook reflects robust enterprise AI demand and AMD’s improving position versus Intel and NVIDIA in the data center market.

Longer term, AMD could gain meaningful share in both server CPUs and AI accelerators, with product ramps like MI350, MI450 and MI500 in focus.