$AMD
$AMD CEO Lisa Su says CPU demand could “grow at approximately 50% CAGR” to over $200B by 2030 after raising her forecast three times in nine months as AI agents create entirely new demand for server processors.
If AMD captures the 50%+ market share Su is targeting the. EPYC alone could become a $100B+ business by 2030 with $TSM wafer capacity essentially determining how quickly it gets there.
$AMD CEO Lisa Su says CPU demand could “grow at approximately 50% CAGR” to over $200B by 2030 after raising her forecast three times in nine months as AI agents create entirely new demand for server processors.
If AMD captures the 50%+ market share Su is targeting the. EPYC alone could become a $100B+ business by 2030 with $TSM wafer capacity essentially determining how quickly it gets there.