# AMD now expects the server CPU total addressable market to grow more than 35% annually through the end of the decade.

*semiconductor · news · 2026-05-06 · Benzinga*

## Key points

- AMD now projects the server CPU market to grow over 35% annually through 2030, up from 18%.
- AMD has doubled its 2030 server CPU TAM estimate from $60 billion to roughly $120 billion.
- AMD expects server CPU revenue to grow more than 70% year over year in Q2 2026.
- CEO Lisa Su claims CPUs are increasingly vital for agentic AI management and data infrastructure.
- AMD aims to capture over 50% of the expanding server CPU market with EPYC and future chips.

**Companies:** AMD

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/05/52311020/amd-lisa-su-ai-server-cpu-boom-120bn-revenue-opportunity)

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