Kristina Partsinevelos: AMD sees server CPU market surpassing $120 billion by 2030

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Mikhail Vnuchkov

06.05.2026

Kristina Partsinevelos: AMD sees server CPU market surpassing $120 billion by 2030 — AMD projects server CPU market surge

Kristina Partsinevelos, industry influencer, reports that AMD CEO Lisa Su has revised the company’s projections for its server CPU total addressable market (TAM).

According to the update, AMD now expects the server CPU TAM to grow at more than 35% annually, reaching over $120 billion by 2030. This marks a significant increase from AMD’s previous guidance in November, which anticipated 18% annual growth. The change is attributed to increases in demand related to agentic AI.

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Partsinevelos has previously highlighted ETF investor positioning in the energy sector amid U.S.-Iran uncertainties. In a separate report, Brian Sozzi analyzed Intel’s double-digit stock gains following its Q1 results and foundry business update. These reports offer context on recent executive commentary and sector shifts.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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