AMD Unveils Strategy to Lead the $1 Trillion Compute Market and Accelerate Next Phase of Growth

Core Insights - AMD is entering a new growth era driven by its leadership in technology and AI, with a long-term revenue CAGR target exceeding 35% and a non-GAAP EPS target above $20 [1][12] - The company emphasizes its broad product portfolio and strategic partnerships, positioning itself to lead in high-performance and AI computing [2] Product Leadership and Momentum - AMD's ROCm™ open software has seen a 10x increase in downloads year-over-year, indicating strong developer engagement [4] - The AI PC portfolio has expanded 2.5x since 2024, with AMD Ryzen™ powering over 250 platforms, and is expected to achieve up to 10x performance gains with next-generation processors [5] - AMD has secured over $50 billion in design wins since 2022 in its embedded segment, positioning itself for AI-driven growth from cloud to edge [6] Technology Leadership - AMD is extending its innovations in chiplet design, packaging, and interconnect technology to enhance AI performance and efficiency [7] - The AMD Instinct™ MI350 Series GPUs are the fastest ramping products in the company's history, with significant deployments by leading cloud providers [8] Long-Term Growth Targets - AMD aims for a greater than 60% revenue CAGR in its data center business and over 80% CAGR in data center AI [12] - The company expects to achieve more than 50% market share in server CPUs and over 40% in client revenue market share [12] - AMD plans to exceed 70% revenue market share in adaptive computing and expand its embedded segment opportunities [12]