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AMD Soars on AI Server CPU Cycle Forecast—$135B Market by 2030

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The Story

News Summary

  • GF Securities forecasts a major server CPU upgrade cycle driven by AI infrastructure spending.
  • AMD, Intel, and Qualcomm positioned as key beneficiaries, with addressable market expanding to $135 billion by 2030.
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AMD price history

516.13 +140.00% over the displayed period

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