“Based on the strength of our EPYC and Instinct roadmaps, we are well-positioned to grow data center segment revenue by more than 60% annually, over the next three to five years and scale our AI business to tens of billions in annual revenue in 2027.”

In context

“anuary, Lenovo announced plans to offer Helios Racks. MI430x adoption also grew in the quarter. With new exascale-class supercomputers announced by Genc in France and HLRS in Germany. Looking further ahead, development of our next-generation MI500 series is well underway. MI500 is powered by our cDNA6 architecture, built on advanced two-nanometer process technology, and features high-speed HBM4e memory. We are on track to launch MI500 in 2027 and expect MI500 to deliver another major leap in AI performance to power the next wave of large-scale multimodal models. In summary, our AI business is accelerating. With the launch of MI400 series and Helios representing a major inflection point for the business as we deliver leadership performance and TCO at the chip, compute tray, and rack level. Based on the strength of our EPYC and Instinct roadmaps, we are well-positioned to grow data center segment revenue by more than 60% annually, over the next three to five years and scale our AI business to tens of billions in annual revenue in 2027. Turning to clients and gaming. Segment revenue increased 37% year over year to $3.9 billion. In client, our PC processor business performed exceptionally well. Revenue increased 34% year over year to a record $3.1 billion driven by increased demand for multiple generations of Ryzen desktop and mobile CPUs. Desktop CPU sales set a record for the fourth consecutive quarter. Ryzen CPUs topped the best-seller lists at major global retailers and e-tailers throughout the holiday period. With strong demand across all price points in every region, driving record desktop channel sell-out. In mobile, strong demand for AMD-powered notebooks drove record Ryzen PC sell-through in the quarter. That momentum extended into commercial PCs, where Ryzen adoption accelerated as we established the new long-te”