AMD: The company now reveals its next $100 billion business!
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AMD aims to capture around 50% of the estimated $220 billion server CPU market in the long term – from which management derives a server business of approximately $100 billion. As late as November 2025, AMD estimated the server CPU market for 2030 to be only $60 billion. Agentic AI is significantly altering demand much faster than expected. At the same time, AMD is working on its own specialized silicon for ultra-low-latency inference, which is to be integrated into the existing architecture via chiplets. At AMD (i), alongside...
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