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Data Center Could Reach 70% of AMD Revenue by 2027, Forecast Depends on Helios

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In Q2 2025, AMD’s data center products generated about 42% of revenue and rose 107% year over year. Management expects total revenue near $13 billion in Q3, about 41% growth. If non-data-center revenue holds near $4.8 billion, data center could approach 70% of revenue by mid-2027—unless Helios shipments slip, potentially delaying that milestone to 2028.

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