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AMD rallies 30% as AI infrastructure growth drives strong 2027 revenue outlook

Analyst Insights
22 Sep 2026
Seeking Alpha
View Source
Bullish
AMD rallies 30% as AI infrastructure growth drives strong 2027 revenue outlook

Advanced Micro Devices (AMD) has surged about 30% recently as investors recognize its expanding role in AI infrastructure. The company’s new agentic AI technology broadens its CPU market, with management forecasting Data Center revenue to more than double by 2027. Key products like MI450 and Helios, along with major customers Meta, OpenAI, and Anthropic, provide clear visibility into AMD’s AI growth trajectory. While AMD trades at a high forward valuation, earnings upgrades could justify this, though risks remain if AI CPU demand slows or competitors gain ground.

AMD's recent surge in AI-related growth highlights its expanding influence in technology, yet on Pluang, the stock price is steady at USD 614.51, just shy of its 52-week high of USD 615.52 as of Sep 22, 2026, 23:31 WIB. Despite the excitement, the 1-day change shows a slight dip of -0.16%, and the market cap stands at an impressive $1.00 trillion. Pluang investors currently lean more towards selling, with 65% of order activity as of the same time.

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