AMD Bets Big on AI with $1T Market Ambition
Advanced Micro Devices has staked its future on artificial intelligence. CEO Lisa Su's bold vision at the November 11 Financial Analyst Day reframes AMD as a platform player rather than niche challenger, targeting 35% CAGR and $20 EPS by 2030. The $200B data center market could balloon to $1T, with AMD positioning to capture significant share.
Wall Street remains divided on execution risks despite the ambitious roadmap. The company's success hinges on what Su describes as 'insatiable demand' for AI compute—a thesis that will test investor patience as projections span three to five years.