AMD(US:AMD) Zheng Quan Shi Bao Wang·2025-11-12 00:30Core Insights - AMD CEO Lisa Su expressed optimism about the AI market, predicting that the total addressable market (TAM) for AI data centers will exceed $1 trillion by 2030, significantly up from approximately $200 billion this year, with a compound annual growth rate (CAGR) exceeding 40% [1] Group 1: Company Projections - AMD anticipates that its annual revenue CAGR will exceed 35% over the next three to five years, with AI data center revenue expected to grow at an average rate of 80% [1] - The demand for AI infrastructure remains strong, and customer investments in AI have not stabilized [1] Group 2: Market Dynamics - The growth in AI and GPUs is increasing the demand for CPUs, indicating that AI accelerators have not led to a decline in the CPU market [1] - AI workloads are shifting from training to inference, with the market for inference chips expected to grow at a faster rate [1] Group 3: Future Developments - AMD projects that its data center AI business will reach "tens of billions" in annual revenue by 2027 [1] - The first next-generation MI450 series accelerator compute clusters are set to launch in the second half of 2026, with a partnership already established with OpenAI [1]