Agentic AI may be the more underappreciated $AMD story with server units accelerating ~40% in 2026 and 2027 before compounding ~25% through 2030 while ASPs keep rising.
Agents still need CPUs to run tools, orchestrate workflows and host environments they act in which could take AMD server CPU revenue toward ~$60B by 2030.
If AMD can hold ~50% share then CPUs become a second major AI growth engine alongside GPUs with custom $ARM chips from the hyperscalers as main thing to watch.
Agents still need CPUs to run tools, orchestrate workflows and host environments they act in which could take AMD server CPU revenue toward ~$60B by 2030.
If AMD can hold ~50% share then CPUs become a second major AI growth engine alongside GPUs with custom $ARM chips from the hyperscalers as main thing to watch.
