Overview
- CEO Lisa Su projected roughly 35% compounded annual revenue growth over the next three to five years, with the AI data‑center business growing about 80% annually.
- AMD now estimates the market for data‑center chips could reach $1 trillion in 2030, reflecting its view of accelerating AI infrastructure demand.
- The company detailed a 2026 launch window for its next‑generation MI400 accelerators and plans for a rack‑scale system designed to link 72 chips for large AI workloads.
- Su said AMD sees a path to a double‑digit share of data‑center AI chips over three to five years, positioning against Nvidia’s dominant hold on the market.
- Management highlighted a multiyear OpenAI agreement expected to deliver more than $100 billion in revenue over four years, with OpenAI receiving warrants for up to a 10% stake, alongside long‑term collaborations with Oracle and Meta.