AMD executives projected a $2 trillion total addressable market for artificial intelligence by 2030 at Citi’s 2026 Global TMT Conference. The company expects its data center revenue to double in 2027. Surging demand for AI inference currently drives this growth.
Production shipments for MI450 and Helios systems will begin in late Q3 2026. AMD anticipates a significant production ramp-up during Q4 2026 and Q1 2027. The customer base is expanding beyond initial anchor clients to include new enterprises and cloud providers.
The accelerated production schedule may pressure gross margins in the near term. However, AMD expects strong revenue growth and operating leverage to expand earnings into 2027.