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AMD's server CPUs, not GPUs, may be the key growth driver through 2027, despite market focus on GPUs.

Analyst Insights
15 Oct 2026
24/7 Wall Street
View Source
Bullish
AMD's server CPUs, not GPUs, may be the key growth driver through 2027, despite market focus on GPUs.

AMD's stock has surged 176.81% year-to-date, with investors mainly focused on its GPU ramp. However, the company's server CPUs, particularly the EPYC Venice line, are expected to drive significant growth through 2027. AMD reported strong Q2 results and expects data center revenue to more than double in 2027, fueled by high demand for server CPUs and AI-related infrastructure. While the stock trades near fair value with a hold rating, the server CPU segment could push AMD's stock price higher if supply and yield challenges are managed well.

AMD's stock and its growth prospects provide context for the technology sector's performance on Pluang. For readers following the technology sector, here is Pluang's market snapshot as of Oct 15, 2026 23:31 WIB: out of 150 priced US tech stocks, 86 rose and 64 fell. Notable movers include DELL at USD 465.36 with a 1-day change of -8.27% and Pluang order activity of 77% Sell / 23% Buy, AEHR at USD 65.75 down 8.03% with 9% Sell / 91% Buy, and KD at USD 12.71 up 7.80% with 0% Sell / 100% Buy.

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