Hardware Industry AMD’s Server CPU Revenue Set To Surge 80% This Year, With An Estimated 1.9M AI GPUs Shipping By 2027 Hassan Mujtaba • at EDT Add on Google AMD's immense success for its CPUs and GPUs in the AI segments will be a key driver for the company in the current year & the years ahead. AMD Is Expected To Ship Nearly 1.9 Million AI GPUs By 2027, While It's Share In China Will Be Larger Than NVIDIA's Intel, gaining momentum this quarter, thanks to Agentic AI's reliance on CPUs, has given us a teaser of what to expect from AMD's upcoming earnings. As per UBS, AMD isn't as constrained as Intel in the CPU segment and is anticipated to grow its Server CPU revenue by 80% this year. Related Story AMD’s Entry-Level Ryzen AI 5 435G Matches Ryzen 5 8600G in Leaked Benchmark, Despite Running Well Below Its Boost ClockAMD already maintains a competitive position in the server CPU segment, offering the latest technologies made at TSMC, while Intel has yet to flesh out its Xeon family, though demand for Blue Team's chips is going strong. AMD has already maintained that it offers stronger AI inferencing performance versus the competition. "The market realizes that Intel’s guidance reads very favorably for AMD, particularly server CPU given commentary that implies Intel is undershipping the market by ~20%. Meanwhile, UBS Global Research has already highlighted AMD to see a massive influx of Instinct AI GPU orders from leading firms. Current forecasts suggest that AMD will be shipping close to a million GPUs in 2026, with MI350 leading the front, and MI450 seeing an initial boost and scaling up in 2027 when the company is reported to ship almost 1.9 million AI GPUs, a major uptick led mostly by the MI450 series as it continues to ramp. UBS have just updated and increased their $AMD AI Server GPU yearly unit forecasts from 2025 to 2027 in their latest Global Research Report!!!! 🔥🔥🔥2025 has now increased +28% from 426,010 units to 544,500 units!2026 has how increased +59% from 513,104 units to 816,800… pic.twitter.com/3QrahZF8Kd— Ally (@treasureh8nter) February 9, 2026 AMD's MI500 GPUs are positioned for 2027-2028, and will be the first from the company to reportedly house co-packaged optics, competing directly against NVIDIA's Feynman platforms, which also leverage the next-gen technology, which is crucial for data center and AI scale-out. Industry analysts predict that AMD could land a big deal at Anthropic with its upcoming MI400 series. But while AMD continues to be an ever-growing force in the AI and data center segment, it is also doing well in a region where NVIDIA's share has become nonexistent. In China, AMD is estimated to have a 12 percent year, far more than NVIDIA's share, as export locks and policy shifts have made NVIDIA GPUs a no-show in the country. Image Source: Bernstein Analysis & Estimates However, despite a crackdown on NVIDIA GPUs, many research firms continue to obtain the company's latest AI chips but not through official channels. The official market share for NVIDIA in China may have fallen, but the unofficial numbers might tell a different story. AMD will be announcing earnings for the first quarter of 2026 tomorrow, and the market is anticipating some big numbers given the rise in Agentic AI and AMD's EPYC CPUs being in big demand across the globe. News Sources: Oguz Erkan , treasureh8nter About the : A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as 's for hardware section. With years of experience in the industry, he specializes in deep-dive technical analysis of next-generation CPU and GPU architectures, motherboards, and cooling solutions. His work involves not only breaking news on upcoming technologies but also extensive hands-on reviews and benchmarking. Follow on Google to get more of our news coverage in your feeds. Further Reading Anthropic Eyes UK Startup’s Fusion Tech Promising 100x Faster AI Inference at One-Tenth the Cost of NVIDIA’s Groq NVIDIA Fast-Forwarded Co-Packaged Optics Five Years Ahead of Schedule, Arriving First With Its Feynman GPUs AMD Ryzen AI MAX+ 495 “Gorgon Halo” Leak Smokes Strix Halo by 10%, Packs 192GB Memory and Radeon 8065S Micron CEO Warns AI Is Only in the ‘First Innings’ as Memory Supply Tightens, With DRAM and NAND Demand Set to Exceed 50% of Industry TAM Read all on AMD’s Server CPU Revenue Set To Surge 80% This Year, With An Estimated 1.9M AI GPUs Shipping By 2027
