Advanced Micro Devices Forecast to Generate Tens of Billions in AI Revenue by 2027
Benchmark reaffirmed its Buy rating for Advanced Micro Devices with a $325 price target, highlighting the company’s escalating AI Data Center momentum across CPU and GPU segments. The firm projects AMD will generate tens of billions in AI revenue by 2027, with its OpenAI partnership alone offering over $100 billion in revenue potential.
1. Benchmark Reaffirms Buy Rating and $325 Target
An investment firm reaffirmed its Buy rating for Advanced Micro Devices and set a $325 price target, citing the company’s growing strength in AI Data Center markets across both CPU and GPU product lines.
2. Projected Tens of Billions in AI Revenue by 2027
The firm projects that Advanced Micro Devices will generate tens of billions of dollars in AI revenue by 2027, reflecting rapidly increasing leverage to the expanding data center AI workload segment.
3. OpenAI Partnership Revenue Potential Exceeds $100 Billion
The analysis notes that Advanced Micro Devices’ partnership with OpenAI could deliver well over $100 billion in revenue potential over the coming years, underscoring the strategic importance of this collaboration.
4. Viable Alternative to Closed AI Architectures
Clients are described as eager for an open, high-performance alternative to incumbent proprietary architectures, positioning Advanced Micro Devices to capture market share from competitors facing capacity constraints.