Think It's Too Late to Buy AMD? Here's the Biggest Reason Why There's Still Time.

Core Insights - AMD is often overlooked by investors due to its second-place market share in the AI-driven data center accelerator market, trailing behind Nvidia [1] - CEO Lisa Su has a strong track record of exceeding expectations, and AMD's recent data center chips are gaining traction [2] - AMD has been consistently increasing its PC market share against Intel, indicating strong competitive positioning [2] - The long-term growth potential in AMD's core markets makes it a compelling investment opportunity [2] Market Growth Projections - Data center capital expenditure is projected to double over the next three years, with the data center accelerator market expected to grow from approximately $34 billion last year to $166 billion by 2030 [5] - The gaming GPU market is currently a $5 billion opportunity, anticipated to increase more than sixfold by 2030 [5] - The automotive GPU market is expected to reach $45 billion by 2030, reflecting a 33% annualized growth rate [5] - The global GPU market is forecasted to grow from $62 billion in 2024 to over $460 billion by 2032, representing a 29% annualized growth rate [5]