AMD 2027 年营收增速预期超 80%，数据中心芯片占比达 80%
AMD 这份财报挺猛的，明年营收增速指引直接给到 80% 以上，Meta 还签了 600 亿美元的芯片采购，值得看看数据中心业务的具体数字。
AMD 发布 3Q-2026 财报，预计 2027 年营收增速将超过 80%，高于分析师此前预测的 77%。CEO Lisa Su 表示数据中心芯片将占明年销售额的 80%，该业务三季度营收同比大涨 97% 至 85.5 亿美元，主要由 Instinct GPU 和 EPYC 服务器处理器拉动。公司整体季度营收增长 45% 至 133.8 亿美元，并指引第四季度营收约 170 亿美元。新推出的 Helios 机架方案将 MI455X 加速器与 Venice CPU 配对，Meta 正在测试首批 Helios 系统，此前 Meta 签约在未来五年采购最高 600 亿美元的 AMD AI 芯片。财报发布后 AMD 股价盘后上涨超过 8%。
AMD reported its 3Q-2026 earnings and it now expects revenue to grow more than 80% in 2027, ahead of the 77% analysts had modeled.
Data-center chips drive that forecast, and CEO Lisa Su told analysts they’ll account for 80% of next year’s sales.
That segment already carried the third quarter, with revenue jumping 97% to a record $8.55B on demand for Instinct GPUs and EPYC server processors.
Quarterly revenue rose 45% to $13.38B, while PC and console chip sales fell 8% to $3.72B.
AMD guided fourth-quarter revenue to about $17B, plus or minus 3%, as production scales for Helios, a rack pairing MI455X accelerators with “Venice” CPUs.
Meta is testing the first Helios systems under a February deal to buy up to $60B of AMD AI chips over five years.
Shares rose over 8% after hours, even as adjusted gross margin is guided down to about 55% from 56%.
