Prediction: AMD Will Be Worth More Than Broadcom by 2030

Core Viewpoint - Advanced Micro Devices (AMD) is predicted to surpass Broadcom in market capitalization by the end of 2030, with AMD's shares having increased by 114% in 2025, indicating strong growth potential [1][2]. Group 1: Market Capitalization and Predictions - AMD currently has a market cap of approximately $420 billion, while Broadcom's valuation stands at $1.76 trillion, suggesting significant growth is needed for AMD to reach a trillion-dollar valuation by 2030 [2]. - The prediction entails that AMD will not only become a trillion-dollar company but will also overtake Broadcom in market cap rankings [2]. Group 2: Growth Drivers - AMD's GPUs are priced lower than comparable Nvidia products, which could attract more customers, especially with upcoming product launches like the MI400X GPU in 2026 [5]. - A significant partnership with OpenAI to deploy six gigawatts of AMD data center chips by 2030 highlights AMD's growing influence in the AI sector [6]. - AMD's CPU/GPU business for PCs has been gaining market share, and its embedded processors have potential applications in emerging technologies such as autonomous vehicles [7]. Group 3: Competitive Landscape - While Nvidia remains the leader in AI chips, AMD is gaining traction in the data center GPU market, which could enhance its valuation if momentum continues [9].