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AMD Targets $220B Server TAM as Agentic AI Drives Rack-Scale Expansion

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The Story

News Summary

  • AMD executives announced an aggressive push into rack-scale AI systems and raised the server CPU market forecast to $220 billion by 2030.
  • Driven by agentic AI workloads, AMD reaffirmed over 60% compound annual growth for data centers and plans to double data-center revenue by 2027.
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AMD price history

516.13 +140.00% over the displayed period

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