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.
AMD 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.
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 share this year, far more than NVIDIA's share, as export locks and policy shifts have made NVIDIA GPUs a no-show in the country.
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 author: A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as Wccftech's Senior Editor 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.
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