AMD Doubles AI Data Center Market Forecast to $1T by 2030 Amid Surging Demand

AMD has dramatically revised its outlook for the AI data center market, now projecting a $1 trillion valuation by 2030—double its prior estimate of $500 billion. CEO Dr. Lisa Su unveiled the bullish forecast during the company's Financial Analyst Day, citing unprecedented demand for high-performance computing tied to artificial intelligence. "AI is now foundational to everyday life," Su declared, positioning AMD to capture "tens of billions" in data center revenue by 2027 through upcoming products like the MI450 GPU and Helios rack-scale systems.

The chipmaker aims to secure double-digit market share in AI data centers, a segment growing at an 80% annual clip. While Nvidia currently dominates with over 90% share, AMD's expanding product lineup signals intensifying competition. Su emphasized the industry's breakneck pace: "The rate of change in AI eclipses anything I've witnessed." Corporate investment in AI infrastructure continues unabated, with AMD forecasting 35% annual revenue growth over the next three to five years.