“Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030 [versus the approximately 18% annual growth outlined at our Financial Analyst Day in November].”
AMD doubled its own November 2025 Analyst Day server CPU TAM outlook (~$60 billion, ~18% growth) on this call, and at Advancing AI in July 2026 signalled an even larger figure; the 2030 outcome remains open.