Quote post: @BenBajarin on AMD guiding 2027 revenue growth above 80%
AMD guided Q4 revenue to about $17B, with data center up about 50% from Q3's $8.55B.
That's roughly $12.8B from one segment in a quarter, more than AMD's total revenue in Q3 2025. I think Ben's $100B case for 2027 is worth taking seriously.
Not financial advice
https://x.com/BenBajarin/status/2117742405361295370
Sources: AMD IR: Q3 revenue $13.4B (Q3'25 $9.246B), data center $8.5B +97%, Q4 guide ~$17B +/-3% · Reuters: AMD expects 2027 revenue up more than 80%, data center $8.55B, Q4 ~$17B vs $16.23B est · Call transcript: Q4 data center expected up ~50% sequentially; 2027 revenue growth >80% · CNBC: AMD Q3 2026 earnings, Q4 guide about $17B vs $16.2B est
Not financial advice. For informational and educational purposes only.
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