Wedbush Raises AMD Data Center Revenue Forecast
Claire Weston
Why did Wedbush raise estimates now?
The trigger was AMD's "Advancing AI" event held last week.
Wedbush read the event as a clear signal: AMD is positioning itself as a direct beneficiary of AI compute expansion in data centers.
This means → Wedbush believes AMD's growth pace is outrunning prior market expectations, prompting an immediate estimate revision.
What exactly was raised?
The revision covers data-center revenue forecasts for fiscal 2026 and 2027.
It spans AMD's two core product lines for data centers: CPUs and GPUs.
In plain terms = Wedbush expects AMD to earn more money, sooner from processors and graphics chips sold into data centers.
What would confirm this call?
Wedbush's upgrade is still a sell-side estimate — no actual earnings data backs it yet.
The key checkpoint is the upcoming earnings season, when AMD reports actual data-center revenue.
This means → If the numbers land, AMD is genuinely gaining share in the AI compute race; if they miss, this revision was post-event optimism and little more.
Content is for reference only, not financial advice.