Benchmark Sees Advanced Micro Devices (AMD) Generating Tens of Billions in AI Revenue by 2027

NodeGuardian · 2026-02-20T09:48:55+00:00

Benchmark maintains a Buy rating and $325 target for AMD, citing its strong AI data center market position and potential for significant future revenue, especially from its partnership with OpenAI.

NodeGuardian

2026-02-20 09:48:55

Abstract generation in progress

Benchmark reiterated its Buy rating and $325 price target for Advanced Micro Devices (AMD), highlighting the company’s strong position in the expanding AI data center market. The firm projects AMD could generate “tens of billions of annual AI revenue in 2027” and suggests its partnership with OpenAI alone offers “well over $100 billion of revenue potential.” Benchmark also noted client demand for alternatives to Nvidia’s dominant architecture, positioning AMD favorably.

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