WS #16821
AMD has forecast over 80% revenue growth for 2027, driven by robust data center demand that continues to outstrip supply. This positive outlook helps offset earlier charges on AI warrants. Meanwhile, Nvidia's China clients are expected to receive only 1% of their ordered RTX chips, highlighting the ongoing impact of export controls and geopolitical friction on the semiconductor supply chain. The ECB's wage tracker also suggests rising labor costs, which could impact manufacturing margins.
AI and Semiconductor Demand
AMD has forecast over 80% revenue growth for 2027, driven by robust data center demand that continues to outstrip supply. This positive outlook helps offset earlier charges on AI warrants. Meanwhile, Nvidia's China clients are expected to receive only 1% of their ordered RTX chips, highlighting the ongoing impact of export controls and geopolitical friction on the semiconductor supply chain. The ECB's wage tracker also suggests rising labor costs, which could impact manufacturing margins.