Prediction: Data Center Passes 70% of AMD's Revenue in 2027, Before the Helios Ramp Is Finished

AMD's data center segment is projected to exceed 70% of total revenue by mid-2027 as it grows at 107% year-over-year compared to 8% growth in other segments. With major customers like OpenAI, Meta, and Anthropic deploying gigawatts of AMD's MI450 GPUs and Helios rack systems ramping through 2027, the data center business is expected to more than double in 2027. The prediction could be delayed if other AMD segments strengthen or disrupted if Helios shipments slip.