TradingKey – AMD (AMD)’s 2027 growth outlook has improved significantly. According to the company’s latest disclosure, customers have expanded deployment plans for EPYC processors and Instinct accelerators, and AMD has also secured more critical supply, projecting that server revenue will double year-over-year in 2027.

CEO Lisa Su expects the company’s overall revenue growth to exceed 80% in 2027, with the AI business serving as the primary growth driver.

Meanwhile, Nvidia (NVDA) CEO Jensen Huang’s resignation could present competitive opportunities for AMD. Customers may consequently accelerate the diversification of AI chip suppliers, and AMD is poised to win more orders and market share; however, Nvidia’s CUDA ecosystem and customer…