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AMD now expects the server CPU total addressable market to grow more than 35% annually through the end of the decade.
AMD now projects the server CPU market to grow over 35% annually through 2030, up from 18%.
KEY POINTS
- 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
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