Advanced Micro Devices (AMD) is aiming for substantial expansion in its data center business. At its 2025 analyst day, Chief Executive, Lisa Su, said AMD expects data center revenue to rise 60% over the next three to five years. The event also projected that the AI data center market could reach $1 trillion by 2030.
Finance chief Jean Hu forecasts total revenue to grow 35% annually over five years. Reuters reported that AMD aims to reach $100 billion in annual data center chip revenue within five years. These targets show the company’s ambition to capture a larger share of high‑performance computing.
AMD has signed notable customer agreements and is developing new products to support its projections. Executives announced a 6‑gigawatt supply deal with OpenAI, beginning in 2026, and an arrangement to deliver 50,000 processors to Oracle.
Lisa Su indicated that more large-scale opportunities may follow with cloud providers, AI‑native firms, and government projects. These agreements provide a pipeline of demand for AMD’s chips.
AMD’s product roadmap focuses on next-generation accelerators and CPUs. The company will launch its MI450 series of GPUs and Helios rack-scale systems by 2026. AMD is also planning to increase its share in the server CPU market to over 50%, up from approximately 40%. These actions highlight the aim to compete with other chip makers by providing a wide range of data center offerings.
AMD’s goals are also facing strong rivalry from other firms like NVIDIA and Intel. NVIDIA Chief, Jensen Huang, has further estimated that the AI infrastructure market will increase in a wide range of between $3 trillion and $4 trillion by 2030. Although NVIDIA is the industry leader in AI accelerators, AMD's collaborations with OpenAI and development of new products show that the company is competing to capture a larger market share.
The company is also investing in AI software. AMD has reportedly acquired several small firms and plans more software “tuck‑ins” to strengthen its capabilities. Su also mentioned that AMD has built an M&A machine to broaden its AI portfolio. These initiatives position AMD in a better position to contribute more to the dynamic data center environment.
Additionally, AMD stocks increased by 96% this year, outpacing NVIDIA's gains. However, despite the optimism, some analysts doubt customers will be able to fund multiyear AI projects. According to Su, the disciplined deal structure and increased use of AI should guarantee adequate funding.
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