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AMD expected to give a new boost to its AI revenue prospects

Analysts largely expect AMD to boost its full-year artificial intelligence revenue outlook when the company reports results on Tuesday.

The company’s current forecast is $4.5 billion in AI revenue, but many analysts think AMD could raise that full-year forecast to $5 billion.

Still, Wall Street expectations for AMD’s AI revenues have fallen since earlier this year, and some analysts are already focusing on next year’s revenue potential for its AI accelerators MI300 and MI325.

“We think $9 billion is more likely, while $11 to $12 billion is unlikely,” wrote Susquehanna analyst Christopher Rolland, who saw the buy side for AI as “elevated” in 2025.