At Citi's Global TMT Conference on September 8 2026, AMD guided data-center revenue to roughly $70B in 2027 - approximately double the current run rate - with AI GPUs alone contributing low-$40B, anchored by MI450 production shipments already underway in Q3 and the Helios rack-scale platform ramping through Q4 into 2027. CFO Jean Hu framed a $2T addressable market by the end of the decade. Anchor commitments span OpenAI at 6GW, Meta at up to 6GW and Anthropic at 2GW.