AMD Plans Major Expansion in AI Market by 2026 Amidst Competition with NVIDIA
DATA AND AI INFRASTRUCTURE
Advanced Micro Devices (AMD) plans to significantly expand its AI and data center operations by 2026, aiming for over 35% annual revenue growth and projecting AI products to account for 21% of total sales by 2025. The company expects to generate approximately $33 billion from AI, with a forecasted revenue of $9.6 billion for Q4 2025 and a gross margin of 54.5%. AMD's stock rose by 92.58% in 2025, driven by its ambitious data center revenue target of $100 billion.

Jan 16, 2026, 10:29 AM