AMD presented at Goldman Sachs Communacopia conference projecting a $220B server market opportunity by 2030 with potential >50% AMD share, driven by agentic AI requiring increased CPU demand. The company targets >80% annual AI data-center revenue growth, expects data center revenue to more than double in 2027, and is positioning itself as a full AI infrastructure company integrating GPUs, CPUs, networking, and software.
AMD's data center business is projected to grow more than 100% in 2027, reaching $145–$180B in revenue according to executive guidance, with Citi analyst positioning AMD as the main winner of a CPU market revival driven by AI demand and server innovation.
AMD launched the Ryzen 5 5500F and Ryzen 5 7500 budget CPUs, priced at $99 and $189 respectively. The 5500F uses Zen 3 cores while the 7500 features newer Zen 4 cores with integrated graphics, targeting cost-conscious PC builders.